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Day: October 5, 2018

7 years ago
How Many Stocks Does it Take to Be Diversified?

“Many people believe that diversification beyond 10 or 20 securities is superfluous despite clear research indicating that the opposite is in fact the case,” says an article in the July…

7 years ago
Greenblatt Mixes Active and Passive in One Fund

An article in Barron’s profiles the evolution of the Gotham index Plus fund, which was created by Gotham Asset Management founder Joel Greenblatt in an effort to “marry the steadiness…

7 years ago
How Gold Performs in Different Market Scenarios

Proactive Advisor recently published part of a white paper authored by active money manager Flexible Plan Investments regarding what it terms the “gold debate”—a “broad overview of the tangible benefits…

7 years ago
Could Index Investing Miss the Best Stock Bets?

A “comeback could be in the offing for active managers amid higher market volatility and ongoing geopolitical risks,” according to an article in Barron’s. The article quotes global macro strategist…

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Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
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The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
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In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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