“We don't have predetermined allocations… go out and find the very best risk adjusted returns… constructing a portfolio by comparing A versus B.”
♫
Said on The Rules of Investing
“Model portfolio is 16.4% per annum versus the SPDR200, 7.5%... QAV light portfolio is 21.8% per annum versus 9.2%”
Quality At Value - Value Investing In Shares · Bad News Is Often Good News: QAV AU #950
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7:05
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What was described
reported model portfolio annualised return versus benchmark
16.4% p.a. vs 7.5% SPDR200; QAV light 21.8% p.a. vs 9.2% benchmark
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“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
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“The return in the market has been about 17%, 18%… nominal returns 15%, real returns 11%… S&P PE is at a 21 PE versus 70 PE in 2000.”
♫
Said on The Compound and Friends
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