James O'Shaughnessy
James O'Shaughnessy
James Patrick O'Shaughnessyis an American investor and the founder, chairman, and CEO of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut...
NationalityAmerican
ProfessionBusinessman
Date of Birth24 May 1960
CountryUnited States of America
believe overweight people
We believe that people moving their portfolios to an overweight in bonds will be disappointed over the long-term and will significantly underperform an asset allocation that over-weights equities.
goods industries people regardless services
Industries that make goods and services that people have to buy, regardless of economic circumstances, are bound to do well whatever the economic conditions.
literally money walking work
If you have a 401(k) at work and you don't use it, it's like literally walking by buckets of money every day,
income investor retired
If you are an investor who's retired and hopes to live off the income that your portfolio is generating, then we would focus just on the dividend yield.
criteria data focus momentum selection turned works
Momentum as a selection criteria works very well. My data suggests that you don't want to focus on laggards, even after they've turned the corner,
above bad great next seen stocks tend turn unusually
Historically, we have always seen reversion to the mean. After stocks have had an unusually great 10 or 20 years, they typically turn in subpar results over the next 10 or 20, and after bad 10- to 20-year stretches, the next 10 to 20 tend to be above average.
aware fluctuate goals market terms thinking
In terms of thinking about market valuations, think, do I care? My goals are 10, 20 years from now, not now. If you have shorter-term goals, you should be aware that market valuations fluctuate wildly.
number saving start tip
Tip number one is you have to start saving immediately,