http://www.fusioninvesting.com/2010/07/a-simple-method-for-buffett-like-returns/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 http://www.fusioninvesting.com/2010/07/a-simple-method-for-buffett-like-returns/comment-page-1/#comment-3264 Mike Wed, 22 Jun 2011 14:06:22 +0000 http://www.fusioninvesting.com/?p=5875#comment-3264 Very nice. I particularly like your comments regarding market efficiency. How anyone can argue the markets are nearly perfect efficiency after the past 3 years is beyond me, and I agree that the long term investor is better positioned to take advantage of market dips simply because they don't have to time the market with precision. Very nice. I particularly like your comments regarding market efficiency. How anyone can argue the markets are nearly perfect efficiency after the past 3 years is beyond me, and I agree that the long term investor is better positioned to take advantage of market dips simply because they don’t have to time the market with precision.

]]> http://www.fusioninvesting.com/2010/07/a-simple-method-for-buffett-like-returns/comment-page-1/#comment-2223 Dean Morel Tue, 12 Oct 2010 22:43:29 +0000 http://www.fusioninvesting.com/?p=5875#comment-2223 Hi Harvey You'll find a lot more information on this at http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html and http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html#BookEquity I believe the general approach was yearly re-balancing, but it could have been done as frequently as monthly, which would make sense why the y axis was labelled monthly. Hi Harvey
You’ll find a lot more information on this at http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html and http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html#BookEquity
I believe the general approach was yearly re-balancing, but it could have been done as frequently as monthly, which would make sense why the y axis was labelled monthly.

]]> http://www.fusioninvesting.com/2010/07/a-simple-method-for-buffett-like-returns/comment-page-1/#comment-2222 Harvey Tue, 12 Oct 2010 22:26:59 +0000 http://www.fusioninvesting.com/?p=5875#comment-2222 The Y axis is labeled "monthly". Did you mean annual? Also, (1) how often do you rebalance for cash and decile? (2) How much cash do you raise(?) when it crosses the median? (3) When do you re-deploy how much of it? The Y axis is labeled “monthly”. Did you mean annual?
Also, (1) how often do you rebalance for cash and decile? (2) How much cash do you raise(?) when it crosses the median? (3) When do you re-deploy how much of it?

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