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BY GENTI CICI, May 1, 2014
In prior newsletters we have mentioned about common mistakes that most investors do. One such mistake that is prevalent in almost all countries (some much more than others) is the ‘Home Biased Investment Portfolios ’ which means that investors over the world over-weigh their own country stocks in…
BY GENTI CICI, Apr 1, 2014
As technology becomes ever more part of our lives, we appreciate the benefits and conveniences, but without thinking too much about the issues or potential negatives of this new fast-paced world. While this can apply to many things, such as Facebook and social media in general and how they could be…
How the advisors of the future should add value
BY GENTI CICI, Feb 1, 2014
‘Advisor’s Alpha’is a recently coined term by Vanguard, the $2 Trillion asset management company, which we do use for many of our investments. ‘Alpha’, in financial terms, means ‘outperformance’ or manager skill and it primarily applies to investment performance, but that is not what we’re talking…
Understanding Pogo
BY GENTI CICI, Nov 1, 2013
Pogo, the title and the central character of the cartoonist Walt Kelly’s long running American comic strip may be unknown to most of us. After all, the comic strip was originally created in 1941 and was continued on papers until mid-1975. The characters were ‘little animals’ by which Walt Kelly was…
How to Profit from Conflicting Opinions
BY GENTI CICI, Oct 1, 2013
Eugene Fama, Robert Shiller and Lars Hansen recently shared this year’s Nobel Prize in Economics. The little amazing part of this is that all three economists have differing opinions on how asset prices fluctuate. On one spectrum Fama’s research in the late 1960s and 1970s showed that it is…