Interesting CFA Content Review

Five TED talks

http://blogs.cfainstitute.org/investor/2014/05/07/five-ted-talks-that-changed-the-way-i-live-love-and-work/

 

The future of Finance

http://blogs.cfainstitute.org/investor/2014/05/21/the-future-of-finance-ten-key-talks-from-the-67th-cfa-institute-annual-conference/

 

Want to see how things are going? Go to Utilities performance

“In their study, Bilello and Gayed examined pricing data going back to 1926 and developed a trading strategy whereby they would invest the entire portfolio in the low-beta utilities sector for a week when that sector exhibited positive relative strength over the prior four-week period. When utilities’ four-week relative strength turned negative, they would move assets to a broad market portfolio. Their BRS delivered a 13.9% annualized return versus a 9.8% return for the broad market. The outperformance was remarkably persistent, as the BRS beat the market in 82% of rolling three-year periods observed. Risk-adjusted returns were also superior across time periods.”

http://blogs.cfainstitute.org/investor/2014/05/05/the-predictive-power-of-utility-stocks/

 

Measuring Investor Performance

http://blogs.cfainstitute.org/investor/2014/05/26/how-to-measure-your-success-as-an-investor/

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