Episode 403: Backtesting IULs and Stocks. When Past Performance Doesn’t Even Predict Past Performance!
Update: 2025-05-23
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1Description
In this episode, we ask:
- What was born 129 years ago today?
- What has Mark learned?
- Have you ever seen the phrase, past performance is no guarantee of future results?
- What about marketing?
- What about backtesting?
- What is an index?
- How is the Dow Jones constructed?
- How are the stocks in the S&P weighted?
- What is the supersized Dow?
- What about target date funds (TDFs)?
- Where do TDFs live?
- What about options?
- What about make-believe simulations?
- Does past performance reflect past performance?
- What about the real-time rapid change in the numbers?
- What factors should we consider?
- Why bet your retirement on backtesting?
- What about historical averaging?
- What about broader trends and contractual guarantees?
- What about IULs?
- What about charts looking at a dollar invested in 1929…?
- Can you drive your car forward by looking in the rearview mirror?
- What are the takeaways?
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