The great thing about being gainfully unemployed is that I can react better to a major event such as Investors Conference 2018. I have spent the better part of yesterday with a Bloomberg terminal and can now write something on what the other speakers are saying.
Note that it is not my intention to diss anyone's investment strategy. Backtesting itself is highly subjective and results can vary when the backtesting period is varied.
a) My own STI ETF presentation
The BIGScribe directors are holding all speakers accountable for their claims. In this case, I am lucky because I did not make a stock recommendation but merely three broad strategies involving Singapore blue chip stock components of the STI. So yesterday, I tried to expand my backtesting period to 15 years to see if my results can hold.
Holding an equal-weighted blue chip portfolio returned only 4.56% over 15 years. ......