Articles From David Booth (5)

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  • David Booth

    A Transformed Investor's View of Market Uncertainty

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    by David Booth — Tuesday, March 13, 2018

    Markets have been up and down this year, which can be hard for many investors to live with. During periods like these, hearing stories about how other people deal with uncertainty can be helpful. My friend Dave Goetsch is an executive producer of The Big Bang Theory. Even though ...Read More

  • The Evolution of Dimensional

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    by David Booth — Monday, May 13, 2013

    We believe that the best way to add value over benchmark returns is by structuring portfolios around the dimensions of expected returns. Portfolio structure, rather than the tactical shifts associated with conventional management, drives the performance of portfolios. Clients ...Read More

  • Index and Enhanced Index Funds

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    by David Booth — Sunday, April 1, 2001

    The purpose of including Exhibit 5 is to demonstrate that portfolio management is a sufficiently complicated task even when index funds are used. In some ways, the role of an investment committee is made more difficult, because it has to decide which ...Read More

  • Random Drift and Asset Allocation

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    by David Booth — Thursday, July 1, 1999

    A doubling of the price-earnings ratio occurs when r-g is cut in half. If r-g is 6%, then the P/E ratio for a stock or index is 16.7. If r-g is 3%, then the P/E ratio is ...Read More