Flirting with Models cover image

Jim Masturzo - Tactical Asset Allocation (S3E4)

Flirting with Models

CHAPTER

Were the Models Blind to Something?

Over the last ten years, the sharp ratio over the 60 forty portfolio was about one. The s and p returned about 12 % a year for ten years. Some of that is driven by the things. We know what the growth versus value break-down has done. Other reasons we look at, you know, bibacks are a big dealnd,. i'm not one to get into the argument of our bibacks socially beneficial or the paria of all investments. They just are what they are.

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