In late 2020, after loading up on its favorite stocks in the March crash earlier in the year, the Dodge & Cox Balanced fund (DODBX) took up a 5% short…
Day: November 16, 2022
Knowing When to Change Your Investment Process
By Jack Forehand, CFA, CFP® (@practicalquant) — We all know that having a sound process is crucial to investing success. Finding something that works over the long-term and adhering to it through the…