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2014 Returns By Investment Strategy

Tyler Durden's picture




 

We recently showed the relative performance by asset class YTD in 2014, but in a world in which "sophisticated investors" allocate other people's money not by assets but by investment strategy that table was hardly meaningful.

So for all those who invest by "thematic play", here is the full YTD breakdown.

Of note: the best performing strategy is chasing dividend yielding assets, i.e., a world in which there is little to no growth investment but lots of immediate shareholder benefits. This is further confirmed when observing that the return of Share Buyback strategies is identical to that of the S&P 500 itself. Where there is no growth so far in 2014: plays focusing on micro/mid caps, aka, the Russell 2000 and Cyclical Growth. Maybe those 10 Years at 14 months lows are on to something.

Source: Deutsche

 

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Mon, 08/11/2014 - 09:20 | 5075768 LawsofPhysics
LawsofPhysics's picture

People are still seeking returns I see, shocker.

Mon, 08/11/2014 - 09:25 | 5075776 NoDebt
NoDebt's picture

I always ask a new client the following question:  "So, how quickly do you want me to lose your money?  Slowly over time, or all at once?"

 

Mon, 08/11/2014 - 09:26 | 5075781 Dr. Engali
Dr. Engali's picture

Lol.... I laughed so hard that I think I just peed a little bit. 

Mon, 08/11/2014 - 09:21 | 5075769 Dr. Engali
Dr. Engali's picture

Meh.... put it all on black.

Mon, 08/11/2014 - 09:34 | 5075804 esum
esum's picture

see CONSUMER on the right end....... that's 70% of the ussa economy and it dosn't look good..... without the consumer the economy is DEAD... build all the warehosues and facilities you wish and expand govt all you want and hand out all the EBT you want..... THE CONSUMING BASE IS DEAD... the rest will wither .....  THE USSA IS NOW AN AIR JORDAN, 8-BALL JACKET, OBAMAPHONE, EBT, DISABILITY, UNWED MOTHER CHILD SUPPORT, artificial economy with 1/3 of the work force idle and no real GROWTH, and attacks on the dolla.... and no consensus or leadership and national security being IGNORED... heading SOUTH...

Mon, 08/11/2014 - 15:24 | 5078056 Its_the_economy...
Its_the_economy_stupid's picture

Don't hold back......

Mon, 08/11/2014 - 09:47 | 5075814 q99x2
q99x2's picture

Bitcoin: Last Price $586

BTW it's already 9:47am and I'm about to eat breakfast. How about an Ebola article.

Mon, 08/11/2014 - 10:05 | 5075892 OnceandForever
OnceandForever's picture

Bonds have done far better than most of these...up 8 to 13% at least.  : )

Mon, 08/11/2014 - 10:14 | 5075924 _ConanTheLibert...
_ConanTheLibertarian_'s picture

Where's precious metals in this picture?

Mon, 08/11/2014 - 10:49 | 5076128 greatbeard
greatbeard's picture

>> precious metals

They had to leave them out.  The graph only goes to -4%.

 

 

Mon, 08/11/2014 - 15:34 | 5078136 jon
Mon, 08/11/2014 - 10:14 | 5075931 nobodysfool
nobodysfool's picture

What difference does it make? Hillary will fix everything in a couple years anyway.  You can find me in Playa del Camen playing internet poker when it all goes down the toilet.  Hasta la vista baby!.

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