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ISMS 39: Larry Swedroe – Don’t Choose a Fund by Its Descriptive Name

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 28: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 29: Do You Believe Active Management Is a Winner’s Game in Inefficient Markets?

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A. Stotz All Weather Strategies – February 2024

Continued strong equity performance and weak bonds. Performance review of our strategies in February 2024 – All Weather Inflation Guard gained 0.5%, All Weather Strategy gained 3.9%, All Weather Alpha Focus gained 3.1%. Global outlook that guides our asset allocation.

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