Tim’s Top Links – 3/22/19

Apologies for the lack of Top Links yesterday, but I was out getting my brain melted by all the ridiculously smart people at the Democratize Quant conference at Villanova University.  Shout out to the entire Alpha Architect crew for putting on such a valuable event.

Here’s what I’ve been reading this morning:

‘We are All Active Managers’ – Bob Seawright – Above the Market 

  • There’s constant debate about active vs. passive investing.  Bob illustrates how we are all active managers in some capacity.

‘Diversification Isn’t Sexy’ – Blair duQuesnay – The Belle Curve

  • Seeing the trajectory of charts like Amazon gives everyone FOMO. “Why didn’t I just put my whole account into that?!” – Blair demonstrates why diversification isn’t sexy, but practical.

‘Your Home May Be an Investment, But Don’t Expect it to Fund Your Financial Goals’ – Tadas Viskanta – Abnormal Returns

  • As Tadas outlines, everyone needs a place to live, but banking on the price appreciation of your home to fund your financial goals is not a smart move.

‘Your Relationship With Money is Broken’ – Camilo Maldonado

  • For most Americans, making a budget or saving money is like a death sentence. Camilo breaks down why we need to re-think our relationship with money.


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