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Getting Back to Business

Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio
in: Investing
Summary:

The book critiques Modern Portfolio Theory (MPT) for its over-reliance on statistical models and market efficiency, arguing that these approaches disconnect investors from fundamental business ownership principles. It advocates for a return to a common-sense, business-focused investment strategy that emphasizes dividends and intrinsic value over market timing and stock picking.

Key points:

1. MPT Critique: Peris finds Modern Portfolio Theory's reliance on past data and market efficiency assumption unrealistic, leading to poor investment choices.

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