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This traditional approach to asset allocation ran aground in 2008, when the financial markets collapsed and investors found that even if they had both stocks and bonds in their portfolio, they all fell together.
Chris Burniske • Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond
David Swensen’s Unconventional Success or Joel Greenblatt’s You Can Be a Stock Market Genius.
Laurence Endersen • Pebbles of Perception: How a Few Good Choices Make All The Difference
Charlie Munger, Ed Thorp, Howard Marks, Joel Greenblatt, Bill Miller, Mohnish Pabrai, Tom Gayner, Guy Spier, Fred Martin, Ken Shubin Stein, Matthew McLennan, Jeffrey Gundlach, Francis Chou, Thyra Zerhusen, Thomas Russo, Chuck Akre, Li Lu, Peter Lynch, Pat Dorsey, Michael Price, Mason Hawkins, Bill Ackman, Jeff Vinik, Mario Gabelli, Laura Geritz,
... See moreWilliam Green • Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life
I have run the Fidelity Low-Priced Stock Fund (FLPSX) with an intrinsic value approach since 1989, and it has outperformed both the Russell 2000 and Standard & Poor’s 500 indexes by 4 percentage points a year. Over twenty-seven years, a dollar invested in FLPSX grew to $32, while a dollar invested in the index grew to $12.