tag:blogger.com,1999:blog-1513588060557517621.post1958706733226616055..comments2023-03-22T12:40:49.113+01:00Comments on Notes on the Next Bust: The inefficiency of market capitalisation weighted indicesAri Andricopouloshttp://www.blogger.com/profile/00181838814176635218noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-1513588060557517621.post-61937944973281277722015-04-04T11:07:14.710+02:002015-04-04T11:07:14.710+02:00David, thank you for this.
1. With due respect to...David, thank you for this.<br /><br />1. With due respect to Neil Woodford (who I'll take your word is an excellent manager), if he beats the index by around 10% a year for the next 5 years I will post a video on YouTube of myself eating an article of clothing of your choice. It is just an unreasonably high level of consistent overachievement.<br /><br />2. Personally I don't believe in rules that do not have many data points to support them. But it does potentially have some sense to it and if it is working for him and you then good luck and I wish you every success.Ari Andricopouloshttps://www.blogger.com/profile/00181838814176635218noreply@blogger.comtag:blogger.com,1999:blog-1513588060557517621.post-5747141981731724502015-04-03T20:03:06.214+02:002015-04-03T20:03:06.214+02:00Ari,
There is no need to do all this work.
1. Ne...Ari,<br /><br />There is no need to do all this work.<br /><br />1. Neil Woodford has a target of beating the FTSE all-share tracker by 10% pa with his CF Woodford UK Equity Income fund.<br /><br />2. Simon Ward, chief economist at Henderson, has a regular post on Mindfulmoney.com telling readers the reliability of the "monetarist rule". When narrow money, M!, increases output increases six months later. It is a golden rule and never fails.david Lilleyhttps://www.blogger.com/profile/02904652639685069473noreply@blogger.com