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  • MJG March 2016
  • Ted March 2016
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Carlson’s (and Others) Periodic Table

MJG
edited March 2016 in Fund Discussions
Hi Guys,

Earlier today, Ted posted a Link that listed 20 best investing Blogs. Here is the internal Link to that listing:

http://www.mutualfundobserver.com/discuss/discussion/26376/the-20-best-investing-blogs-of-2016

I am familiar with many of them, and they are useful resources. I am especially a fan of Ben Carlson’s columns. They are almost always chockfull of actionable information. His latest column is no exception. I’m surprised that Ted has not yet referenced it. So I will:

http://awealthofcommonsense.com/2015/01/updating-favorite-performance-chart/

It is Carlson’s favorite performance chart. Likewise, it is one of my favorites. Note the rather random quilt-like pattern. Good luck on recognizing a specific pattern, but general observations are possible. Carlson makes a few very relevant interpretations. I agree with his assessments. I do wish he had included an average volatility column to supplement his returns summary column.

Many alternate Periodic Tables of Investment Returns are accessible. They all provide terrific performance summaries at a glance. Here is a Link to one such Table that includes a few more years of data:

https://investment.prudential.com/util/common/get?file=1D065355D2CC360385257B7D00536F8A

This one is from Prudential Investments. Many others, like from Callan, are easily accessible. Others include Fixed Income Periodic Performance summaries. Here is a Link to a set of Tables from American Century Investments:

https://www.americancentury.com/content/dam/americancentury/ipro/pdfs/flyer/Periodic_Table.pdf

These tables include a Standard Deviation summary column. Good for them; good for us. Pick your own poison. Enjoy.

Best Regards.

Comments

  • @MJG: Interesting, but the chart you linked is from 1/2/15, today ,3/8/16, he updated the chart. Earlier this morning, I did link which at the time was his latest column, 3/6/16, " Bottom Fishing & New Bull Markets" Thanks for calling it to my attention.
    Regards,
    Ted
    http://awealthofcommonsense.com/2016/03/updating-my-favorite-performance-chart/
  • Hi Ted,

    Thanks for the update. I'm often a dollar short and especially a day late. Such was the case in this instance. That rarely happens on your consistently timely posts. Thanks also for those countless fine posts. Good, solid work indeed!

    Best Wishes.
  • @MJG: Thanks, I like your work too !
    Regards,
    Ted
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