Stop Chasing Winners: The Callan Periodic Table of Investment Returns Proves Why скачать в хорошем качестве

Stop Chasing Winners: The Callan Periodic Table of Investment Returns Proves Why

Meet with Kevin: https://www.pirawealth.com/ Callan's Website: https://www.callan.com/periodic-table/ Most investors say they want to “buy low and sell high” but in real life, we chase whatever just won. This video breaks that habit using one of the most brutally honest visuals in investing: the Callan Periodic Table of Investment Returns. It’s a year-by-year “leaderboard” of major asset classes (U.S. stocks, international stocks, emerging markets, real estate, bonds, cash, etc.) and it proves a simple truth: The winner changes. Constantly. In this breakdown, I’ll show you: • How to read the Callan table in under 15 seconds • The “teaching years” that explain why investors panic, chase, and quit • Why a year can be “good” and still lose to something else • Why a year can be “bad” and still be the best place to have been • The behavior rules that actually work (when headlines and performance rankings are screaming at you) Key lessons: ✅ Chasing last year’s winners is a strategy that feels smart… until it doesn’t. ✅ Diversification isn’t about always winning — it’s about not getting wiped out. ✅ You don’t need to predict the next #1 box. You need a plan you can stick with. Important notes / disclosures: This video is for educational purposes only and is not individualized investment, tax, or legal advice. Disclaimer: Educational only; not investment, tax, or legal advice. Investing involves risk, including loss of principal. 0:00 Intro to Callan Table 0:33 2025 returns (surprise winners) 1:24 Read it in 15 seconds 2:03 What the boxes mean 4:35 Why winners rotate 5:18 2013: big spread year 6:30 2015: “winner” was +1.38% 7:46 2008: the crash lesson 8:50 2009: the rebound lesson 11:00 2022: even bonds fell 12:14 The behavior rules 14:22 Recap + comment question Pira Wealth Management LLC (“PWM”) is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website or any social media content from Kevin Pira or PWM shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWM in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written and video content is for informational purposes only. Opinions expressed are solely those of Kevin Pira or PWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources; however, no representations are made by PWM as to the accuracy or completeness of any information provided. Certified Financial Planner Board of Standards, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) logo in the United States, which it authorizes for use by individuals who successfully complete the organization’s initial and ongoing certification requirements.