In our first “Fact of Fiction” episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and…
Show Us Your Portfolio: Katie Stockton
In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the…
The Key Criteria to Look at When Evaluating Active ETFs
Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The…
Microcap Funds Could Offer Big Returns in 2024
After the Fed indicated that they were done with their rate-hiking cycle late last fall, the Russell 2000 index of small companies soared 5.4% in one day, raising the hopes…
As S&P 500 Soars, Diversification Trades Plummet
The simple strategy of owning the S&P 500 was much more successful in 2023 than more complicated approaches, according to an article in Bloomberg. Investors poured money into the index…
Investors Are Hunting Quality Instead of Meme Stocks
Many investors are now seeking out high-quality stocks instead of flash-in-the-pan companies, and banks such as Goldman Sachs and Wells Fargo are encouraging the strategy in the 2024 forecasts, reports…
Show Us Your Portfolio: Andrew Beer
In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of…
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look…
High Conviction Value Investing with Chris Davis
In this episode, we are privileged to be joined by Chris Davis, Chairman and Portfolio Manager of Davis Advisors. Chris has built an outstanding long-term record as a value investor…
Lessons from the Rise and Fall (And Rise Again?) of ARK 🔥
Technology booms can lead to massive change in our society. They can also lead to huge profits for investors who invest in them. But those huge gains can also be…