Journal to portfolio afterlife

[portfolioafterlife]

Overconfidence is a pension manager's worst enemy | TEBI

It's well known that overconfidence in individual investors leads to poor results. But the evidence shows that pension fund managers have the same problem.

www.evidenceinvestor.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Has the Consumer Ever Been More Prepared for a Recession? - A Wealth of Common Sense

Consumer balance sheets are as strong as they've ever been heading into a recession.

awealthofcommonsense.com

 

[portfolioafterlife]

The Irrelevant Investor

theirrelevantinvestor.com

 

[portfolioafterlife]

Independence is so much more important than being rich. Having your health and owning your time doesn't have to require having a lot of money. Yeah, you're going to have to figure some stuff out but that's ok, that just leads to a better sense of self-satisfaction when you create your solution or in the context above, when you create your own groove that works for you.

This Will Blow Your Mind & Other Musings

A recap of some of today's reading, listening and other things. Financial Samurai (kind of a FIRE blogger, retired 10 years ago in his mid-3...

rogersplanning.blogspot.com

 

[portfolioafterlife]

Worried about your investment losses? Keep these four ideas in mind:

Expectations. The financial markets already reflect what’s happened and what the consensus expects.

History. If we include the Great Depression, the average bear market decline is 38%. The S&P 500 is currently down 18% and it was down as much as 24% earlier this month. If this is a typical bear market, we’re roughly halfway through. My contention: It’s too late to be selling.

If intrinsic value has climbed, it means stocks are better value than six months ago. If the discount rate has increased, it means investors are now demanding a higher return as the price for holding stocks. So, which is it, better value or higher future returns? I have no clue—but I’m good with either.

It’s tough to outsmart other investors. But we can play a different game—by focusing not on next week but on the next 10 years. Does anybody doubt that a globally diversified stock portfolio will be worth more a decade from now? When we play the long game, figuring out what to do becomes a whole lot easier.

Time for a Pep Talk - HumbleDollar

ARE WE HAVING FUN yet? I take no pleasure in seeing my portfolio shrink, but I love buying stock index funds at discount prices and I’m always amused by the hand-wringing in the financial media. Two years ago, we were hiding out in our homes, fretting over a global pandemic and worrying about an...

humbledollar.com

 

[portfolioafterlife]

Is Your Imposter Syndrome Costing You Money?

We know Imposter Syndrome is bad for our mental health. But an expert tells us how it's also messing with our wallets.

www.refinery29.com

 

[portfolioafterlife]

Who Is to Blame for Inflation, 1-15 - The Big Picture

Who is to blame for the rampant inflation the United States (and the entire world) have been experiencing over the past 12 to 24 months? Which individuals and institutions can we hold accountable for the highest consumer price increases in 40 years? A variety of people have been asking this...

ritholtz.com

 

[portfolioafterlife]

FIDELITY INSTITUTIONAL INSIGHTS
Factor Investing in Fixed Income Markets

https://institutional.fidelity.com/app/proxy/content?literatureURL=/9890448.PDF

 

[portfolioafterlife]

6 Things To Know About Stock Market Crashes and Downturns

The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.

www.morningstar.com