An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates
We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but the expected future returns on…
History Says Big Tech Stocks Could Fall
Today’s FAANG stocks are likened to the Nifty Fifty of the 1960s and 1970s–a group of well-known stocks that “everyone loved despite wildly high valuations that had little basis in…
Investing Like Warren Buffett
A recent Morningstar article outlined investing advice shared by Warren Buffett in a 1985 television interview, reportedly the first time he “candidly described some of the most important rules and…
Pockets of Value in an Expensive Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The stock market has had a huge run in the past 15 months. As of May 11th, the S&P 500 is now up 64%, off…
Strategy Focus: Low Volatility Investing and the Conservative Formula
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and…
Exodus from QQQ ETF ‘Ups the Ante on Big Tech Earnings’
During just five days in late April, the $161 billion Invesco QQQ ETF reportedly “bled nearly $6 billion in its worst stretch since the dot-com era of 2000,” according to…
Sonders: Earnings Season Starts off Strong
Although it is still early in the first quarter earnings reporting season, “so far so very good,” according to a recent article by Charles Schwab Senior Vice President and Chief Investment…
Weekly Highlights: Potential Moves to Protect Gains, Royce on Small-Caps and Why Cash on the Sidelines is Overrated
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…