Saturday, August 25, 2012

Bonds Much Sharpe -r Than Buffett


Mebane Faber’s post Buffett’s Alpha points out Warren Buffett’s 0.76 Sharpe Ratio discussed in the similarly title paper Buffet’s Alpha.  I of course immediately think about the 8th Wonder of the World – the US Bond Market, whose Sharpe Ratio has trounced Buffett’s for the last 30 years.  What I like even better are all the tactical systems that employ US bonds in their backtests and make no adjustment for substantially different returns going forward.  For those of you who do not know, bonds with absolute certainty cannot achieve >8% annualized returns with max drawdown < 5% for the next 30 years with a starting yield to worst at 1.86% (Barclays Agg 8/23/2012).
If anyone can show me where to get 8% annualized returns with max drawdown of 5% for the next 30 years, please let me know, and I will buy that with leverage and enjoy life. I’ll be happy to share my gains with whomever has the answer.
From TimelyPortfolio
In addition to an unbelievable Sharpe Ratio, bonds have exhibited a low/negative correlation with stocks during stocks’ bear market, which is also historically very anomalous.
From TimelyPortfolio
Just because I love horizon plots.
From TimelyPortfolio
For a longer perspective, here is rolling correlation since 1900 from the CSFB 2011 Yearbook.
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So the experience can be dramatically different than what we have been fortunate enough to experience recently.
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No comments:

Lunch is for wimps

Lunch is for wimps
It's not a question of enough, pal. It's a zero sum game, somebody wins, somebody loses. Money itself isn't lost or made, it's simply transferred from one perception to another.