¿Cuánto aciertan los gurus?
Pues unos mas que otros, pero de media yo diria que el mono lanzando dardos suele ganar:ImageUploadedByTapatalk1344069420.991171.jpg
En dicho caso empezaremos a investigar por aqui: http://www.ken-fisher-investments.com/
Esto que dice es muy cierto:
"Many average investors suffer from ‘home country bias’, which means they tend to invest only in the country in which they live."
Otra cosa muy basica y muy cierta:
"The markets are efficient discounters of all widely known information. This means that as soon as a piece of information is made broadly available to the public, it is reflected in the share price. Whether the information comes from the morning newspaper, research from your broker, commentary on radio, television or the internet, or any other source made available to the public, it makes no difference.
Despite this, many investors still make the mistake of trading on widely known information. In order to generate excess returns, you must either know something everyone else doesn’t, or you must interpret widely known information differently – and correctly—from the crowd. In other words, you must know something that isn’t already reflected in share prices.
The ability to generate this knowledge takes experience, research and discipline."
Un link muy interesante sobre lo que aciertan los gurus:
http://www.cxoadvisory.com/gurus/
Los top apuestan por Europa!
• George Soros, the man who made $1bn betting against sterling in the early 1990s, has been selling US holdings to buy European stocks.
• "I’m thinking of getting out of the United States somewhat. Europe is so much cheaper," said nobel prize-winning economist Robert Shiller last week.
• Warren Buffett is also turning to Europe, targeting smaller companies in Western Europe for $40bn of potential acquisitions.