Tag Archives | academic research

Dimensional

Dimensional via a short video (2 of 4)

What makes Dimensional different? Applying Science to Investing. This four-part video series will provide insights into those answers. It all began in the classroom with professors and students. Please click on box below to start your video.       Part 1 of the series.   Note: Your RSS feed or email may not show […]

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Dimensional

Dimensional via a short video (1 of 4)

What makes Dimensional different? Applying Science to Investing. This four-part video series will provide insights into those answers. The science behind uncovering where returns come from. Please click on box below to start your video.         Note: Your RSS feed or email may not show the embedded part of this blog … […]

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wealth poverty and politics

Wealth, Poverty and Politics: An International Perspective by Thomas Sowell

“Wealth, Poverty and Politics: An International Perspective” by Thomas Sowell is a great read for deeper insight into what may cause inequality and how that may even be defined in the first place. In plain English, Sowell discusses how wealth and income was distributed differently in times past. For example how ancient Rome far exceeded […]

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predicition

Second Hand News and Predictions

Predictions are hard to do, especially about the future. (Sidebar: Origins of this quote – you may be surprised). Yet, people seem to believe that they, or somebody, are able to predict what is going to happen next. What is going to happen next? If the news says this, then that? And how do the […]

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Reverse Mortgages

“What’s the Deal with Reverse Mortgages?”

On occasion I change my mind on a topic when the facts have changed. Reverse Mortgages are in that category. The program has undergone many improvements as a result of the Reverse Mortgage Stabilization Act of 2013. Home Equity Conversion Mortgages (HECM) are called Reverse Mortgages for short. “HECMs help seniors remain financially secure by […]

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Investing_money

The Cost of a Perfect Market Timing Strategy

I recently read a Dimensional study* by the same name. “What if we could construct a strategy with a correlation close to 1 with a perfect market timing strategy? Can we estimate what its returns would have been? Can we use these estimates to understand what the market would have “charged” for a perfect market […]

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behavior

The “skittles chart” of country returns & country market sizes

Last week I discussed a skittles chart (periodic table of investment returns) for common indexes and broad asset class returns. Below you will see how returns of various countries compare year by year for both developed and emerging markets. From dfa matrix book us_2015 from Better Financial Education Yes – it is hard to see specific […]

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Dimensional

Behavior: Evidence-Based Investing Insights Part 4 of 4

Evidence-Based investing comes from a compilation over more than a half century of many independent peer reviewed research results of how markets work. There are 12 key insights in this 4 part video series. Here are the last two insights in this 5:47 video on behavior: 11. The human factor is the most important of all the factors. […]

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Dimensional

Return Factors: Evidence-Based Investing Insights Part 3 of 4

Evidence-Based investing comes from a compilation over more than a half century of many independent peer reviewed research results of how markets work. There are 12 key insights in this 4 part video series. Here are the third increment in this 4:48 video about return factor insights: 7. Where to returns come from? With a bond? With a stock? 8. No […]

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Dimensional

Diversity: Evidence-Based Investing Insights Part 2 of 4

Evidence-Based investing comes from a compilation over more than a half century of many independent peer reviewed research results of how markets work. There are 12 key insights in this 4 part video series. Here are the second 3 in this 4:50 video about diversity insights: 4. Diversification is important. It reduces exposure to different kinds of risk and […]

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