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Option Theory Does Not Refute Time Diversification
The Venture Capital Myth
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A Tribute to David Booth
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Index Funds Book
Index Funds: The 12-Step Program for Active Investors (Hardcover)

by Mark T Hebner
ISBN: 0-9768023-0-9




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Videos
Harry M. Markowitz explains Portfolio Theory: what it is and how it's used from a top-down model from the asset classes to the investments. He covers Standard Deviation, Variance, Correlation, and Covariance. Markowitz also explains what happened in 2008 with Modern Portfolio Theory. (39 Min.)

Harry M. Markowitz - Portfolio Theory and 2008

Mark covers historic recovery patterns and probability of future returns, the risks and returns that come with big government, the role of commodities in your investments, the pros and cons of inflation-hedging securities, and an investment strategy that has been highly successful historically. (92 Min.)

Mark T. Hebner - Big Losses, Big Government and Your Investments

Harry Markowitz gives an IFA Exclusive Presentation on Portfolio Theory Vs. Financial Engineering, and Their Roles in Financial Crises. Markowitz explains the difference between Portfolio Theory and Financial Engineering. Markowitz also covers Black Monday (October 19, 1987), Long Term Capital Management, and Now. (47 Min.)

Harry Markowitz - Portfolio Theory Vs. Financial Engineering, and Their Roles in Financial Crises

The first step on the index funds journey is to recognize active investor behavior. If all investors were lined up in a row, could the active investors be identified? Active investors actively engage in stock picking, time picking (market timing), manager picking, and style picking.

Step 1: Active Investors - Podcast Interview with Mark Hebner

Mark Hebner explains the Nobel Laureates. Mark suggests a higher power of non-biased information from academics who carefully analyze data and have that data peer reviewed before it is published. Mark identifies the five basic concepts of the Modern Portfolio Theory.

Step 2: Nobel Laureates - Podcast Interview with Mark Hebner

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A Rational Response to Irrational Market Anxiety
Mal-location of Capital
Wall Street: the other Las Vegas

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100 Ways to Beat the Market

Gene Walden
Saturday, May 01, 1999


Since I'm always looking for ways to beat the market (not that I always succeed, mind you), this new gem caught my eye. Two other books by this author have helped me in the past, so I'm naturally interested in any new ones. The title tells it all. Mr. Walden offers 100 stratagems for investment, including ways to find the best potential investments, and methods for keeping one's cool during market storms. The book is divided into six sections: getting started, basic strategies, portfolio building, doing research, choosing advice, and "maintaining a healthy perspective."  Short, 1-4 page chapters detail specific methods that relate to the major headings.

For us indexers, Mr. Walden discusses our nearest and dearest—index funds—in Chapter 1. He challenges the investor to set up two portfolios, active and passive, and rate them against each other. He then says, and I quote:

 
"Unless you beat the odds, your passive, worry-free portfolio will earn more than your own actively managed portfolio."

 


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