Weekly Articles by Osbon Capital Management:
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Small can be big
Small cap can be big We know that a typical long-term stock portfolio returns more, on average, than a typical bond portfolio. But what kind of stocks consistently outperform the broad stock market as a whole? Hint: Think smaller. 87 years Since 1926, a dollar invested in small cap stocks has grown to $18,365 – a hefty annualized return of…
Cost of Cash
Cost of Cash Calculator Keeping a stash of cash seems to be a natural human urge. Call it a “rainy day fund” or “emergency fund.” Whatever you call it, having some cash on hand for unforeseen situations is a good idea. But is holding excess cash a good idea? Some, yes; too much, no. Understand the cost of stuffing money…
5 Million Dollar Man
The next 5 million dollar man How much do you need to save and invest to accumulate $5 million dollars? Max Osbon fired up the Excel spreadsheet to create a simple and revealing look at how to do just that. Four facts to enter Armed with four simple facts – your current age, your current investable wealth, your expected rate…
Beware hysteria of headlines
I definitely agree with the old adage that kids say the darnedest things. But now and then the financial media give kids a good run for their money. For instance, we’ve all seen headlines like this one: “Dow Plummets 150 Points.” But is 150 points really a plummet? Let’s look at the stats. With the Dow Jones Industrial Average hovering…
Results From the Wall Street Decathlon 2013
Citius, Altius, Fortius – (Faster, Higher, Stronger) After months of training, we finally had the opportunity to compete at the RBC Decathlon this weekend. It was a blast, and all for a great cause. First things first, a round of applause for the $1.4m raised for Memorial Sloan-Kettering cancer care and the enormously high standard set by the field of…
Cost of College: Realistic Savings for Tuition
We all know college costs a fortune, and many parents would rather leave it at that. But to get a realistic handle on how much you need to save for tuition, you have to get into the real numbers. This terrific calculator developed by Max Osbon will help you quantify the challenge ahead and determine how much to put away…
Introducing Osbon Labs
By Max Osbon Since joining Osbon Capital in May one of my top priorities has been to streamline our operations and workflow, including our public face, our website. I am pleased to announce our newly redesigned site www.osboncapital.com. What will you find there? Not just information, but investment insights, delivered in an engaging interactive, graphics-based format. Highlights: Interactive – On…
How much have you been paying to own your cash?
By Max Osbon Whether you intend it or not, holding cash is a direct investment decision. And just like real estate, gold, fixed income, and equity markets, cash is an investment that provides compensation for the associated risks. How are you being compensated for risking your money in a cash investment? It may seem like the compensation for holding cash…
Never in America
Max Osbon is back in the US after a six month adventure that started in New Zealand and ended in Zambia. His final blog post features ill-intentioned baboons, bribery of border agents, and a safe return to the US. Experience his fascinating journey at neverinamerica.com.
