Here are the raw industry excess returns. Maybe I'll update it soon.pic.twitter.com/5EVfeZqerc
U tweetove putem weba ili aplikacija drugih proizvođača možete dodati podatke o lokaciji, kao što su grad ili točna lokacija. Povijest lokacija tweetova uvijek možete izbrisati. Saznajte više
Here are the raw industry excess returns. Maybe I'll update it soon.pic.twitter.com/5EVfeZqerc
Should add that beer includes wine and other alcohol categories
I feel like 50 years is too long. Also the entire Internet thing is not captured here because it's hard to categorize and hasn't been around that long. None of the 5 largest companies in the US were listed 50 years ago...
A more detailed dive herehttps://twitter.com/lhamtil/status/1218233927250345991?s=19 …
Very cool. All explained by the “boring old moat” factors: high profitability w/o needing to invest much & low beta An equal weight portfolio of these 7 inustries from Jan 1964-Oct 2019 had significant betas to these factors https://twitter.com/armandosinger/status/1203389274130829312?s=21 … https://twitter.com/armandosinger/status/1203389274130829312 …pic.twitter.com/YfIN03XaxW
Sounds like a Warren Zevon song
I would buy this in ETF format
How can one construct a portfolio like this? Just pick the sector etf or the largest player in industry?
Drugs are very profitable.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.