tag:blogger.com,1999:blog-4573016048187948924.post2901650230108279868..comments2024-03-27T00:11:58.859-07:00Comments on Behavioural Investing: Sector rotation: an investment dead end?Jameshttp://www.blogger.com/profile/15994796273691966659noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-4573016048187948924.post-63513342131711061652012-03-19T08:16:28.293-07:002012-03-19T08:16:28.293-07:00how may i get more information about flights from ...how may i get more information about flights from this site.<br /><a href="http://www.saudiairlines.biz" rel="nofollow">saudi airlines</a>ShamsRockhttps://www.blogger.com/profile/12312669100225779979noreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-32550003412370881642012-01-11T23:33:56.835-08:002012-01-11T23:33:56.835-08:00I think its a pretty good idea not that there aren...I think its a pretty good idea not that there aren't other sites out there that already do something similar but I think it might catch on here pretty well.<br /><br /><br /><br /><br /><a href="http://www.healthygreen.co/" rel="nofollow">natural supplements</a>saimhttps://www.blogger.com/profile/18281551295502083429noreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-74309947500228729992011-11-24T05:59:48.192-08:002011-11-24T05:59:48.192-08:00So effectively in risk adjusted terms sector rotat...So effectively in risk adjusted terms sector rotation adds nothing. <br /><a href="http://www.4rxdeals.com" rel="nofollow">4rx</a>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-92137034117558143482011-07-01T12:13:52.628-07:002011-07-01T12:13:52.628-07:00A lot of good analysis here, we also use this stra...A lot of good analysis here, we also use this strategy and have outlined a step-by-step process for the DIY investor to practice a <br /><a href="http://www.sectortimingreport.com/sector-rotation-strategy.html" rel="nofollow">Sector rotation Strategy to identift best ETFs</a>Sector ETF Timing Reporthttps://www.blogger.com/profile/03018430934854060520noreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-16509776750537150262011-05-30T01:30:55.574-07:002011-05-30T01:30:55.574-07:00Nice post!! Thanks for sharing!!
Levitra GenericoNice post!! Thanks for sharing!!<br /><a href="http://www.onlinevardenafil-comprare.com/levitra-altri-farmaci.htm" rel="nofollow">Levitra Generico</a>LauraStarBenehttps://www.blogger.com/profile/17871076708457398731noreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-46018447984306166462007-10-31T12:10:00.000-07:002007-10-31T12:10:00.000-07:00Thanks to author.Thanks to author.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-49439745460328822752007-10-31T11:43:00.000-07:002007-10-31T11:43:00.000-07:00yKUYBe Hello all!yKUYBe Hello all!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-18762462655933402712007-10-30T06:29:00.000-07:002007-10-30T06:29:00.000-07:00Nice Article.Nice Article.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-70907993965414104952007-10-30T02:38:00.000-07:002007-10-30T02:38:00.000-07:00Please write anything else!Please write anything else!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-83355835357850244652007-10-29T23:24:00.000-07:002007-10-29T23:24:00.000-07:00Good job!Good job!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-89044289005141135642007-10-28T07:54:00.000-07:002007-10-28T07:54:00.000-07:00Nice Article.Nice Article.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-64093133334764096432007-10-27T13:11:00.000-07:002007-10-27T13:11:00.000-07:00Nice Article.Nice Article.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-4091009081647560932007-10-27T12:22:00.000-07:002007-10-27T12:22:00.000-07:00Good job!Good job!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-83773443243840254962007-10-26T12:46:00.000-07:002007-10-26T12:46:00.000-07:00actually, that's brilliant. Thank you. I'm going t...actually, that's brilliant. Thank you. I'm going to pass that on to a couple of people.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-62277411078509206842007-10-26T12:21:00.000-07:002007-10-26T12:21:00.000-07:00Nice Article.Nice Article.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-81923615672883387492007-10-26T11:09:00.000-07:002007-10-26T11:09:00.000-07:00jbSziz Wonderful blog.jbSziz Wonderful blog.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-7918182541128742882007-10-26T02:52:00.000-07:002007-10-26T02:52:00.000-07:00A0PIs4 Your blog is great. Articles is interesting...A0PIs4 Your blog is great. Articles is interesting!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-7437974084607545162007-10-09T18:27:00.000-07:002007-10-09T18:27:00.000-07:00Do you have plans to start an RSS feed? I'd like ...Do you have plans to start an RSS feed? I'd like to subscribe to this blog. Thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-84304322766007104432007-10-09T10:42:00.000-07:002007-10-09T10:42:00.000-07:00"I have long argued that what we need is a few ana..."I have long argued that what we need is a few analysts with good investment skills, rather an armies of industry 'experts'."<BR/><BR/>What you describe is SAC or any of several outstanding hedge funds with good long-term track records. Shops where trading skill is valued as highly (and perhaps higher, since marktets can be irrational) as industry analysis skills. There is the industry and there is the stock of a company in that industry and the two things should NEVER be confused.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-68917235904238929352007-10-08T05:10:00.000-07:002007-10-08T05:10:00.000-07:00Isn't it common "wisdom" that stocks lead sectors ...Isn't it common "wisdom" that stocks lead sectors , sectors lead market ? I totally disagree with the viewpoint that sector rotation is a loosing game . i.e. IBD , WSJ all focus on sectors and their performance . I personally use Point and figure charts watching sectors . They decide time to enter sector , and the stocks therein . Still , to me the best performance has been picking strongest stocks in strongest alpha sectors .Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-73031416597390556602007-10-05T01:19:00.000-07:002007-10-05T01:19:00.000-07:00Tune rider, It only supports your views if you wan...Tune rider, <BR/><BR/>It only supports your views if you want more risk than the index. So effectively in risk adjusted terms sector rotation adds nothing. <BR/>Cheers<BR/><BR/>JamesJameshttps://www.blogger.com/profile/15994796273691966659noreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-4531775927510332332007-10-04T08:19:00.000-07:002007-10-04T08:19:00.000-07:00James:not to appear a stickler for details, but th...James:<BR/><BR/>not to appear a stickler for details, but the O'Neal (FAJ, 2000) reference that you mention (http://www.cfapubs.org/doi/abs/10.2469/faj.v56.n4.2372)<BR/>supports my point of view. <BR/><BR/>Point taken on the first reference (SSRN) that you mention regarding the European stocks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-8599485706935084482007-10-04T08:09:00.000-07:002007-10-04T08:09:00.000-07:00There is the theory and there is the practice. Hav...There is the theory and there is the practice. Have you heard of Ken Heebner and his CGM Focus Fund (CGMFX)? He does aggressive sector rotation, with a concentrated style. His record is pretty impressive.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-21466051083678835962007-10-04T08:00:00.000-07:002007-10-04T08:00:00.000-07:00”[…] I know of no really rich sector rotator. Mayb...”[…] I know of no really rich sector rotator. Maybe some people can do it. I’m not saying they cant’t. All I know is that all the people I know who got rich – and I know a lot of them – did not do it that way”/Charlie MungerAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4573016048187948924.post-43770620678556041312007-10-04T04:16:00.000-07:002007-10-04T04:16:00.000-07:00I'm not sure how strong the Moskowitz and Greenbla...I'm not sure how strong the Moskowitz and Greenblatt findings really are. A couple of recent papers have found somewhat differing conclusions. For example : http://papers.ssrn.com/sol3/papers.cfm?abstract_id=301533<BR/>and <BR/>http://www.cfapubs.org/doi/abs/10.2469/faj.v56.n4.2372<BR/>Plus in the mentioned chapters of behavioural investing I show that momentum is better defined at the stock level. <BR/>Cheers<BR/>JamesJameshttps://www.blogger.com/profile/15994796273691966659noreply@blogger.com