When we started Show Us Your Portfolio, we assumed there would be one major requirement for each interview – a portfolio. But it turns out one of the most interesting…
Dodge & Cox Go For A Bold Strategy
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…
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…
Value Investors Make Big Comeback
Value stocks saw a record month of outperformance in October, beating growth stocks by 4.3 percentage points, reports an article in CNBC. The Russell Value index shot up 10.1% last…
The Best Sources For Bond Market Income
Fixed-income investments have generally been seen as a stable source of regular income in portfolios, but that approach hasn’t worked this year as the U.S. bond market experiences its worst…
The Fed Is No Longer The Market’s Friend
In the wake of the Fed’s latest 0.75 percentage point interest rate hike, and Fed Chair Jerome Powell’s indication that the central bank isn’t done yet, the Dow Jones Industrial…
What Investors Think Of ESG
More and more, larger asset-management firms have been using their shareholder voting power to sway companies into adopting environmental, social, and governance (ESG) initiatives, but are they really following the…
Sell Off Losing Stocks To Lower Taxes, Use Options To Buy Them Back
While money-making opportunities may seem scarce this year, investors can take a vital step before November 29th to realize any tax losses, reports an article in Barron’s. Investors who bought…
Stock Hedges Are Misfiring
Many of the hedging strategies that worked in previous bear markets are misfiring in this one, contends an article in Bloomberg. Buying the dip, taking refuge in megacaps, betting on…
Talking Trend Following with Original Turtle Trader Jerry Parker
In this episode, we talk Trend Following with Chesapeake Capital founder Jerry Parker. We talk about his participation in Richard Dennis’ famous turtle trading program and what he learned from…