Performance so far


Since the start of 2012 I have:

Gained 2.94% (excluding dividends and costs) of my investment - and the market is up 26.30% according to Google Finance

Been rated in the 65th percentile of all listed Trustnet.com OEIC managers (including dividends and costs - assuming that the market-average 1.6% per annum TER is charged across the board)

Achieved an average yield of 1.44% (averaged over the last twelve months) - compared to a market average of 2.8% (according to Digital Look).

Invested in a way that should deliver a pension around 48% of the value of my current income, based on current annuities and growth rates

Sunday, 11 August 2013

Cyclically Adjusted Price / Earnings - or the Schiller PE

A quick post tonight on something I am really into - Mebane Faber is a great source for this - is the Cyclically Adjusted Price / Earnings ratio.

Have a look at the paper here for more details on this approach - which values overall markets relative to their historic performance.

Barry Ritholtz has been kind enought to report this quarter's data on his page - the key table being here:


This should be read alongside the paper above, which will put the numbers in context - not all markets have the same average, so it's not a straight comparison.

Now where can I find a Greek market ETF.......
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