Radio Show - 34 of 40 Countries Have Negative 52 Week Momentum...Big Tax Bills for Mutual Fund Investors and Listener Q&A | #141
Episode 141 has a radio show format. We cover tweets of the month from Meb as well as listener Q&A. For Tweets of the Month, a few topics we cover include: A tweet from Charlie Bilello covering the range of equity returns over the past 11 years, from the U.S. +135% to Russia -48%. / Norbert Kiemling’s tweet about his team’s updated data that shows 34 of 40 countries with negative 52 week momentum. / Jason Zweig’s article on tax bills for mutual fund investors.
Key Points
- Investors should consider the benefits of shareholder yield, which includes both dividends and net buybacks, as it historically outperforms strategies focusing solely on dividends.
- Understanding the tax implications of mutual funds versus ETFs is crucial as ETFs tend to have a significant tax efficiency advantage, often leading to better net returns for investors.
- Dollar-cost averaging can be an effective investment strategy to mitigate the impact of market timing, as consistent, systematic investing can smooth out the volatility and potentially lead to favorable long-term results.
Resources: Steve Romick podcast episode Feex.com On Writing Better (Zweig) Charlie Bilello – Chart The Biggest Valuation Spread in 40 Years? (Faber) Finding Yield in a 2% World (Faber) Star Capital Research Update Where the Black Swans Hide & The 10 Best Days Myth (Faber) Mean Reversion After Bad Months (Faber) Please Repurchase Responsibly (Marciscano) The Dividend Challenge Buy Low, Buy High (Batnick) Top Traders Unplugged The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) (Faber) Here Come Some Big Tax Bills for Fund Investors (Zweig)
Chapters
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| 6:28 | |
| 14:39 | |
| 19:08 | |
| 26:15 | |
| 27:46 | |
| 35:33 | |
| 40:43 | |
| 46:00 | |
| 54:15 |
Transcript
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