A “partnership” of both active and passive investing can help smooth out some rough patches in portfolio performance, according to a recent Vanguard article. “The addition of a reliable investment…
The Danger of Index Funds Heavily Weighted in Tech
Index investors now own more tech stocks than they may realize, according to a recent article in The Wall Street Journal. The weighting of technology stocks in the S&P 500…
A Fund that Profits from Investor Mistakes
A recent Barron’s article offers a profile of Raife Giovinazzo, a former student of Nobel Laureates Daniel Kahneman and Richard Thaler, who has managed the $370 million Fuller & Thaler…
The Realities of Mean Reversion
By Jack Forehand, CFA (@practicalquant) “Importantly, reversion to the mean in the investment business extends well beyond the results for mutual funds. It applies to classifications within the market (small…
Intangible Assets Are Affecting Investment Returns
A recent article in the Financial Analysts Journal suggests that, even if investors were perfectly informed, could accurately forecast corporate earnings and invest at optimal times, their excess returns would…
Tax Bill Delivers Hit to Debt-Heavy Firms
The new tax legislation will limit a company’s ability to write off interest paid on debt, and that could hurt more leveraged firms–this according to a recent article in The…
Mark Hulbert on the Reality of Buybacks
The new tax legislation will encourage companies to repatriate much of the cash they now hold outside the U.S., much of which could find its way to stock repurchases, writes…
High Mutual Fund Fees Discussed
A New York Times article from late last month discusses the high fees charged by many mutual funds. “In a global economy where competition and Amazonian price destruction have forced…
Most Read Posts on Validea’s Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] You Can’t Time The Market – But Many People Should [2] Stock Market Lessons Learned…
Should Index Funds Rule?
In a recent Wall Street Journal article, columnist Jason Zweig suggests that investors think outside the box when it comes to index investing. Zweig argues that even if you invest…