by Nicolas Rabener | Dec 18, 2023 | Uncategorized
Listed Private Equity ETFs: The Real Deal? Investing in versus with the KKRs, Blackstones, and Apollos of this world December 2023. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY Listed private equity companies have significantly underperformed It seems...
by Nicolas Rabener | Dec 11, 2023 | Uncategorized
The Illusion of the Small-Cap Premium Small-cap stocks outperform large-cap stocks, right? December 2023. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY Small-cap investing is intuitively appealing However, small-caps have underperformed in most markets...
by Nicolas Rabener | Dec 4, 2023 | Uncategorized
Replicating Funds via S&P 500 & Smart Beta ETFs Is the whole greater than the sum of the parts? December 2023. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY Mutual funds and ETFs can be replicated via the S&P 500 and long-short factors An even...
by Nicolas Rabener | Nov 27, 2023 | Uncategorized
Failing to Build High Sharpe Ratio-Portfolios A Sharpe ratio of 1 should be easily achievable, right? November 2023. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY High Sharpe ratios are attractive given consistent returns However, the traditional 60/40...
by Nicolas Rabener | Nov 20, 2023 | Uncategorized
Do-It-Yourself High-Dividend Strategies Generating a high return on capital while not risking the return of capital November 2023. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY Most high-dividend strategies trade income for capital returns Investors can...
