TOP LINKS: Trend-Following & Sequence Risk

SEQUENCE RISK AND TREND-FOLLOWING (TOP LINKS #18)

TOP LINKS is a periodic collection of Investment Research and Lifestyle topics from all corners of the Web.

We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. 

Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. 

As usual, everything is to be used at your own risk. 

Quote of the week

The trend has vanished, killed by its very discovery.

Benoit B. Mandlebrot

LONG-TERM INVESTING

This section is dedicated to research on how to invest for the Long Run (or the 90% of your Portfolio). Read Topics related to Investor Behaviour, Asset Allocation and Macro that can affect your portfolio in the long run.

EVIDENCE-BASED INVESTING

Buying The S&P 500 Today? Wait. These 8 Charts Show What You May Miss

Over the past 50 years, the U.S. Market has outperformed the rest of the world by a whooping margin of 1% per year. Guess, how much of the 50-year outperformance came in the last 8 years? All of it. [Read the article]

FINANCIAL MARKETS

Alpha Investing

ACTIVE INVESTING

This section relates to improving your knowledge about financial markets.  If you decide to sin, then sin only a little. Given ample evidence, combined active bets should be ideally a relatively small fraction of your portfolio. 

VALUATIONS

FACTOR Investing

ALTERNATIVE ASSET CLASSES

[PODCAST] Antti Ilmanen - Unexpected Returns

The Podcast discusses structural changes in the market, the growth of passive investing, and  research on who is on the other side of style premia trades.
Discussion also touches upon trend following versus put protection, trend following’s difficult decade, and why the outlook for trend may be rosier going forward. 

WALL STREET

PUNT RESPONSIBLY

When you play with fire, you can get burned. This section is a stark reminder of what can happen when engaging in active investing, even as a professional.

[PODCAST] Bassman Has a Strong Message for Young Traders

Harley Bassman has worked in finance for more than 40 years. Before becoming a managing partner at Simplify, Bassman traded at Credit Suisse, Merril Lynch, and PIMCO. He joins Maggie Lake to talk about why using simple common sense led to his early success and how he got burned during the Global Financial Crisis by not listening to Steve Eisman, the portfolio manager portrayed by Steve Carrell in the hit movie “The Big Short.”

CRYPTO & BLOCKCHAIN

It’s not unreasonable to have skin in the game in a multi Trillion market. With one caveat. Be ready to lose it all. Remember that most crypto assets do not generate yield. If some do, there are hidden risks involved. 

INSIGHTS

BOOKS & MOVIEs

In the Book review section we rate some of the most relevant resources related to Financial Independence, Personal Finance and Investing. Browse All Book and Video Reviews.

Movies and Books we reviewed this month:

Trillions – The People Behind Your ETFs

Trillions, how a band of Wall Street Renegates Invented the Index Fund And Changed Finance Forever, by Robin Wigglesworth is a fascinating insight into the people who made the Index Fund revolution happen. 

The stories about the people often start with some of their biggest failures. But beyond the stories, Robin also argues that every revolution brings its fair share of non-issues and sometimes real issues, such as concentration of power. 

 [Read the review]

European Stuff

PERSONAL FINANCE

This section is dedicated to UK and European Investing and Personal Finance. It can also touch on other European jurisdictions outside the Euro-zone.

BROKERS

  • Hargreaves Lansdown’s secret fee deal [UK] – Platform offered cheaper fees for customer looking to up sticks – “The special offer made to you here is exceptional” – Investors Chronicle

COST OF LIVING

Cycling

DESIGN YOUR LIFESTYLE

This section is dedicated to the ‘Why’ of Investing and career choices. 

LIFESTYLE

EARLY RETIREMENT

HOW OTHERS MAKE MONEY

[PODCAST] David Senra - Passion & Pain

David Senra is the creator of the Founders podcast. The podcast covers what made him obsessive about studying history’s greatest entrepreneurs, the most common themes he’s discovered in his studies, and the role obsession plays.

CYCLING

Good Luck & keep’em* rolling!

(* Wheels & Dividends)

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DISCLAIMER

All information found here, including any ideas, opinions, views, predictions expressed or implied herein, are for informational, entertainment or educational purposes only and do not constitute financial advice. Consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek professional advice where appropriate. Read our full terms and conditions.