Comments on: Performance Chasing At Its Worst http://amateurassetallocator.com/2009/03/09/performance-chasing-at-its-worst/ Amateur Asset Allocator Thu, 11 Mar 2010 23:06:17 +0000 http://wordpress.org/?v=2.9 hourly 1 By: Chad http://amateurassetallocator.com/2009/03/09/performance-chasing-at-its-worst/comment-page-1/#comment-3753 Chad Fri, 13 Mar 2009 19:06:21 +0000 http://amateurassetallocator.com/?p=1129#comment-3753 Though insurance companies aren't in the same class as mutual funds, Fairfax Financial Holdings was able to log at 16% gain for 2008 on its <a href="http://widemoatinvesting.wordpress.com/2009/03/07/best-investor-of-2008/" rel="nofollow">investment portfolio</a>. If, as you suggest, outperforming funds revert to the mean (or worse), I guess its time to short FFH. Though insurance companies aren’t in the same class as mutual funds, Fairfax Financial Holdings was able to log at 16% gain for 2008 on its investment portfolio.

If, as you suggest, outperforming funds revert to the mean (or worse), I guess its time to short FFH.

]]> By: Trevor @ Financial Nut http://amateurassetallocator.com/2009/03/09/performance-chasing-at-its-worst/comment-page-1/#comment-3732 Trevor @ Financial Nut Wed, 11 Mar 2009 03:49:05 +0000 http://amateurassetallocator.com/?p=1129#comment-3732 You're right- it's just not the best strategy. It's hot until you get your hands on it; then it turns cold and you've lost money. The market is too wild! :) You’re right- it’s just not the best strategy. It’s hot until you get your hands on it; then it turns cold and you’ve lost money.

The market is too wild! :)

]]> By: Pinyo http://amateurassetallocator.com/2009/03/09/performance-chasing-at-its-worst/comment-page-1/#comment-3730 Pinyo Tue, 10 Mar 2009 16:13:40 +0000 http://amateurassetallocator.com/?p=1129#comment-3730 Good explanation about chasing performance. I like your specific example about the two funds. Good explanation about chasing performance. I like your specific example about the two funds.

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