There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks…
How A Flood Swamped Wood’s ARK
ARK Innovation, the flagship ETF from Cathie Wood’s Ark Investments, is down more than 15% so far in 2022, and underperformed Invesco QQQ Trust by 65 percentage points in 2021,…
“Hall of Fame” Stock Picker Louis Simpson Dies at 85
Louis Simpson, whose career in finance spanned more than half a century and who helped pick stocks for Warren Buffett among other illustrious roles, died January 8th at the age…
The Risk Reduction Conundrum
By Jack Forehand, CFA, CFP® (@practicalquant) — A member of my family called me the other day with a question I hear often from both people I know and from people we manage…
Sell The Dollar For Everything Else
As the global economic recovery gathers strength, money managers are advising to sell the dollar and put that money into alternative assets like gold and emerging-market stocks, according to an…
2022’s Dogs of the Dow
An article in Financial Advisor portends this year’s “Dogs of the Dow,” the theory that the 10 stocks in the DJIA that end the previous year with the highest yields…
Revisiting The Five-Factor Model
Nearly 30 years ago, Eugene Fama and Kenneth French introduced their three-factor model, augmenting the capital asset pricing model (CAPM) with small minus big (SMB) and high minus low (HML).…
Quant Pioneer Asness Says It’s Too Early To Gloat
Co-founder of AQR Capital Management Cliff Asness is making a comeback in his treasured value trade as the firm’s $1 billion Absolute Return fund posted its five best days in…
7 Principles For A Perfect Portfolio
While there’s no one perfect portfolio, there is a perfect portfolio for each individual investor, and the experts from Andrew Lo and Stephen Foerster’s new book In Pursuit of the…
Investors Should Add Value & International Stocks in 2022
Strong demand will take time to stabilize this year, as the gains in economic growth from reopening slow down, according to Vanguard’s economic outlook, from an article in Financial Advisor.…