Stop Chasing Winners: The Callan Periodic Table of Investment Returns Proves Why

Описание: Meet with Kevin: https://www.pirawealth.com/

Callan's Website: https://www.callan.com/periodic-table/

Most investors say they want to “buy low and sell high” but in real life, we chase whatever just won.

This video breaks that habit using one of the most brutally honest visuals in investing: the Callan Periodic Table of Investment Returns.

It’s a year-by-year “leaderboard” of major asset classes (U.S. stocks, international stocks, emerging markets, real estate, bonds, cash, etc.) and it proves a simple truth:

The winner changes. Constantly.

In this breakdown, I’ll show you:
• How to read the Callan table in under 15 seconds
• The “teaching years” that explain why investors panic, chase, and quit
• Why a year can be “good” and still lose to something else
• Why a year can be “bad” and still be the best place to have been
• The behavior rules that actually work (when headlines and performance rankings are screaming at you)

Key lessons:
✅ Chasing last year’s winners is a strategy that feels smart… until it doesn’t.
✅ Diversification isn’t about always winning — it’s about not getting wiped out.
✅ You don’t need to predict the next #1 box. You need a plan you can stick with.

Important notes / disclosures:
This video is for educational purposes only and is not individualized investment, tax, or legal advice.

Disclaimer: Educational only; not investment, tax, or legal advice. Investing involves risk, including loss of principal.

0:00 Intro to Callan Table
0:33 2025 returns (surprise winners)
1:24 Read it in 15 seconds
2:03 What the boxes mean
4:35 Why winners rotate
5:18 2013: big spread year
6:30 2015: “winner” was +1.38%
7:46 2008: the crash lesson
8:50 2009: the rebound lesson
11:00 2022: even bonds fell
12:14 The behavior rules
14:22 Recap + comment question

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