Investing: There is more than just “active” and “passive”
Outline
Scope
Active Investing
Passive Investing
Who’s winning?
Markets
Alternatives
Strategy Indexing
Dogs of the Dow
The Dow Five (Example)
The Motley Fool
The Foolish 4
Rate of Returns
Total Returns
Jim O’Shaughnessy
Volatility and Sharpe
O’Shaughnessy’s Strategies
Results
Same 10 Years
How to take advantage?
Strategy Index Conclusions
Leveraged Indexing
Final Words
Email: KEVIN.RELIHAN@ZURICH.COM
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