2014 Returns By Investment Strategy
We recently showed the relative performance by asset class YTD in 2014, but in a world in which "sophisticated investors" allocate other people's money not by assets but by investment strategy that table was hardly meaningful.
So for all those who invest by "thematic play", here is the full YTD breakdown....MORE
The Cowles Commission's "Common Stock Indexes 1871-1937"
Here’s Yale’s (and my) gift:
http://cowles.econ.yale.edu/P/cm/m03/index.htm
It links to a big ‘ol hog of a PDF.
And more accessibly:
"The Real Role of Dividends in Building Wealth" (Clearing Up Muddled Thinking about Dividends)
Or General Electric Dividend: Good Sign or Management out of Ideas? (GE) which links to the snappy little Asness and Arnott number "Surprise! Higher Dividends= Higher Earnings Growth"
