There’s no other fund company that I know of that is remotely close to that level of consistent outperformance. It tells me that their scientific statistical based evidence based investing is working very well. It’s wonderful that it shows up in such a big way.

There’s an important message here about not overreacting during a downturn—it could be a momentary blip in an otherwise upward climb for the markets. In fact, the Russell 3000 had an intrayear decline of at least 10% in 25 out of 45 years since 1979. In 17 of those 25, the index ended up for the year!

Roger Federer in tennis and the markets. This is very helpful in understanding market behavior.

Eventually, we may reach a point where, like the internet, it’s hard to fathom a time before broad AI usage. That means investors don’t need a narrow sector fund or concentration in a handful of stocks to capture AI-fueled gains. A broadly diversified portfolio is likely to capture what many view as a sea change event in progress.

In investing, it’s common to hear warnings of bubbles and impending bear markets. Some businesses are incentivized to grab your attention by capitalizing on known investor fears and loss-aversion tendencies. Together, these can lead to short-term actions that go against long-term objectives.

The history of market behavior during election months makes a strong case for sticking with a plan to achieve long-term goals.