If you bought shares of a low-cost stock index fund on the president’s first inauguration day on January 20, 2009, you would now have tripled your money. This according to…
Hulbert: It's Time to Sell
Constantly reacting to news headlines, writes Mark Hulbert in MarketWatch, will not only prevent an investor from beating the market, it can also precipitate “attacks of doom and gloom.” He…
The Case Against Sound-Bite Investing
While many financial planners warn clients to steer clear of the media when making investment decisions, the advice often falls on deaf ears. New academic research reported in Investment News,…
Fund Managers: The Latest Might Not be the Greatest
The investing mantra that touts patience as the best strategy for successful investing extends to choosing, and evaluating, fund managers. Research conducted by Robert W. Baird & Co. provides evidence…
Active Managers May Have a Fighting Chance
The number of Americans who own individual stocks has “steadily declined since the 1990s,” a situation only exacerbated by the flow of dollars into index funds. This according to a…
Monte Carlo Is No Crystal Ball
When you can’t solve a problem with a formula or equation, you might turn to a Monte Carlo approach in which a computer simulates outcomes for a given situation using…
Blending Strategies to Reduce Volatility and Boost Results
No single investment strategy ensures success and, as we have emphasized time and again, zig-zagging from one to another is a futile (and often costly) exercise. In a recent article…
Tips for Digesting Financial Information
Portfolio managers are bombarded with financial information and must become adept at sifting out what is useful. In a recent Enterprising Investor article, Robert Martorana, CFA, offers some tips on…
Guru Martin Zweig: Earnings-Focused Stock Hunter
Since the age of 13, Martin Zweig was determined to become a successful investor. He succeeded in a big way, and his stock recommendation newsletter (the Zweig Forecast) was ranked…
"Quantimental" Fund Management Raises Eyebrows
It seems that name-melding has extended beyond the ranks of celebrities (think Brangelina and TomKat) to the world of fund management. An article in this month’s Pensions & Investments explains…