Like many quantitative investors, Validea CEO John P. Reese uses a strict rebalancing approach to portfolio management. But just how often should you rebalance your portfolio? Reese says it may…
The Importance of Dividends for the Long Term Investor
Dividend producing stocks are attractive and offer investors compelling values (subscription required) according to this AAII Journal article by John Buckingham, director of research and chief portfolio manager of AFAM…
Mobius: Russian Stocks Offer Major Upside
Mark Mobius, executive chairman of Templeton Emerging Markets Group, says that the Russian stock market provides investors with a tremendous value right now. Russian stocks are down 36 percent since…
How Current and Future Expectations Influence Stock Prices
Company performance and stock price performance, or outcomes, don’t always go hand and hand. In a very good article, Morgan Housel, economics and finance columnist for The Motley Fool, points out…
Fisher: The “Fog” of Uncertainty Good for Stocks
Ken Fisher, Forbes Magazine columnist and successful investment manager, explains why the uncertainty that investors are fearful of will subside with time and why this is good for stocks. He…
Paulsen: Three Possible Economic Outcomes for the Markets
Jim Paulsen, chief investment strategist at Wells Capital Management, told CNBC last week that the current situation “lends itself to a market that’s vulnerable to kind of bouncing around a…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
Barron’s profiles Primecap Management, which it describes as “one of the best fund shops you’ve never heard of.” All of its six mutual funds are beating at least 86% of…
Active Managers Face Tough Climb, But Some Worry About Growth of Index Funds
Financial Times reports on the challenges facing active managers, as well as the underperformance. The article notes that “in the first quarter of 2016 most failed to beat whatever market…
Avoiding the Negative Return Gap
Writing in the Wall Street Journal, former Morningstar analyst John Coumarianos highlights “investors’ self-defeating behavior” and suggests ways to correct it. He notes that Morningstar data shows a “negative ‘return…
The Uniqueness of the Current Bull Market According to S&P’s Stovall
Sam Stovall, Managing Director of US Equity Strategy for S&P Global Market Intelligence, writes that “this is one of the few times in which history might not even be a…