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Episode 403: Backtesting IULs and Stocks. When Past Performance Doesn’t Even Predict Past Performance!

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Manage episode 484302174 series 1610796
Content provided by Not Your Average Financial Podcast™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Not Your Average Financial Podcast™ or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we ask:

  • What was born 129 years ago today?
  • What has Mark learned?
  • Have you ever seen the phrase, past performance is no guarantee of future results?
  • What about marketing?
  • What about backtesting?
  • What is an index?
  • How is the Dow Jones constructed?
  • How are the stocks in the S&P weighted?
  • What is the supersized Dow?
  • What about target date funds (TDFs)?
  • Where do TDFs live?
  • What about options?
  • What about make-believe simulations?
  • Does past performance reflect past performance?
  • What about the real-time rapid change in the numbers?
  • What factors should we consider?
  • Why bet your retirement on backtesting?
  • What about historical averaging?
  • What about broader trends and contractual guarantees?
  • What about IULs?
  • What about charts looking at a dollar invested in 1929…?
  • Can you drive your car forward by looking in the rearview mirror?
  • What are the takeaways?

  continue reading

340 episodes

Artwork
iconShare
 
Manage episode 484302174 series 1610796
Content provided by Not Your Average Financial Podcast™. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Not Your Average Financial Podcast™ or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we ask:

  • What was born 129 years ago today?
  • What has Mark learned?
  • Have you ever seen the phrase, past performance is no guarantee of future results?
  • What about marketing?
  • What about backtesting?
  • What is an index?
  • How is the Dow Jones constructed?
  • How are the stocks in the S&P weighted?
  • What is the supersized Dow?
  • What about target date funds (TDFs)?
  • Where do TDFs live?
  • What about options?
  • What about make-believe simulations?
  • Does past performance reflect past performance?
  • What about the real-time rapid change in the numbers?
  • What factors should we consider?
  • Why bet your retirement on backtesting?
  • What about historical averaging?
  • What about broader trends and contractual guarantees?
  • What about IULs?
  • What about charts looking at a dollar invested in 1929…?
  • Can you drive your car forward by looking in the rearview mirror?
  • What are the takeaways?

  continue reading

340 episodes

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