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Archive of entries posted on 3rd February 2012

Lessons on stock and bond picking, rating agencies and making predictions.

The big lesson of 2011-2012 (so far) is that dividend-paying stocks returned more than non-dividend-paying stocks (with the exception of a handful of hot stocks, especially Apple, Lululemon,  Chipolte and Panera Bread — but not Google). The second lesson is that bonds and bond funds continue to do well (e.g. VWALX). The third lesson is […]