Relative Sentiment Investing with Ray Micaletti
Excess Returns
00:00
The 10 to Us Allocation Strategy That Mitigates Downside Risk
I didn't have much experience at all in time to ask an allocation. So I started taking two different ideas, value, momentum, cross-end relationships. And then one day I was sitting on my desk and I looked at this pamphlet that I had saved from the mid-2000s. It said institutions would not perform individuals over intermediate and low-tuberizes. All of a sudden it started to have more predictive power. But what's interesting with that is you saw these signals and you were smart enough to kind of say, let me investigate them.
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