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  • MJG November 2018
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Persistence That Just Ain’t So

FYI: “Past performance is not indicative of future results.”

Some fund managers still try to anchor investors on recent past performance and many publications don’t help with their monthly or quarterly listings of “Top Funds.”
Regards,
Ted
https://blogs.cfainstitute.org/investor/2018/11/12/persistence-that-just-aint-so/

Comments

  • MJG
    edited November 2018
    Hi Guys,

    Investing persistent outperformance simply doesn't exist. For one thing persistence is hard to define. What is a proper persistenence time period? That depends, but longer is usually better.

    Also, in the marketplace, what worked in the past is always in danger of not working in the future. Things are in constant motion and change. We tend to not recognize and/or resist that change without substantial data to support that change. That demands time. During that timeframe we are likely to underperform. That seems to be built into our chemistry. Not making many portfolio changes appears to improve the odds of not playing a Losers Game.

    Best Wishes to All
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