Asset Allocation Policy & Performance

Asset allocation may only be responsible for 40% of returns not the 90% often mentioned from a study done in 1983.
Financial Analysts Journal


Dividends and the Three Dwarfs

Dividends account for nearly 75% of real investment returns over the past 200 years.
Financial Analysts Journal


Growth and Value Investing

Growth and Value strategies have generated the same capital gains since 1974. However, since value stocks have a higher dividend yield they have outperformed.
Financial Analysts Journal