josh’s awesome investment mix

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joshs awesome investment mix

Side One

Stocks For The Long Run Jeremy Siegel (WisdomTree)
Anything But Market Cap-Weighted Arnott, Hsu and Brightman (Research Affiliates)
Sometimes It’s What You Won’t Own James O’Shaughnessy (OSAM)
Price Is What You Pay, Value Is What You Get Warren Buffett (Berkshire Hathaway)
Take Nothing On Faith James Chanos (Kynikos Associates)
Long Term Returns Are The Only Ones That Matter William Bernstein (Efficient Frontier)
Move Slow and Diversify Broadly Rick Ferri (Portfolio Solutions)
Valuation Matters Montier, Inker and Grantham (GMO)
The Science of Investing Larry Swedroe (Buckingham)
You Can Do It Peter Lynch (Fidelity)
The Factors That Win Booth, Fama and French (Dimensional)
It’s Not What You Know, But How You Act Carl Richards (Behavior Gap)

Side Two

The History Of Stock Returns Dimson, Staunton and Marsh (London Business School)
The Role of Luck Michael Mauboussin (Credit Suisse)
The Folly Of Forecasting Barry Ritholtz (The Big Picture)
Investment Skill Means Losing Less, Not Making More Howard Marks (Oaktree)
The Truth About Decision Making Daniel Kahneman (Princeton)
Investors Are Irrational Robert Shiller (Yale)
The Democratization of Alpha Cliff Asness (AQR)
Money Is Made By Sitting, Not Trading Jesse Livermore 
Costs Matter Jack Bogle (Vanguard)
Knowing You Don’t Know Anything Charlie Munger (Berkshire Hathaway)
Bet On The Impossible, Because It Will Happen Jeff Gundlach (DoubleLine)
Simple Wealth, Inevitable Wealth Nick Murray

 

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  1. 10 Tuesday AM Reads | The Big Picture commented on Feb 17

    […] Global Investment Returns Yearbook 2015 (Credit Suisse) • Josh’s awesome investment mix (Reformed Broker) • Goldman Sachs Doesn’t Care What You Think (Epicurean Dealmaker) • Gary Shilling – […]

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