5 from 5i: If Buffett has periods of underperformance, why would you expect anything different?

Michael Southern Oct 13, 2017

It has been a more quiet week for Canadian stocks but there is plenty to note in the US. JPMorgan Chase & Co. and Citigroup Inc. kicked off banks’ earnings season by showing the effects of muted trading and concerns about consumer credit, as well as by addressing some hot topics such as bitcoin. Nvidia (NVDA) unveiled the first computer chips for developing fully autonomous vehicles and said it had more than 25 customers working to build a new class of driverless cars, robotaxis and long-haul trucks. Wal-Mart Stores on Tuesday unveiled a $20 billion share buyback plan and forecast U.S. online sales to increase by about 40% in the fiscal year ending January 2019. The company is locked in a battle for market share with ecommerce giant Amazon (AMZN), but Wal-Mart has been doubling down on its online business. Metro (MRU) has sold the majority of its shares in Alimentation Couche-Tard (ATD.B) back to the company. Here are five stories we found interesting this week:

  1. The optimal portfolio has at least 1 asset class that loses money in 75% of all years
  2. Using active and passive funds for 'core and explore'
  3. Shrinking the FED Balance Sheet; and you thought balancing your chequebook was tough
  4. Is the cryptoculture the new gold bug?
  5. Reassessing the 4% withdrawal rule

 

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