Validea's Model Portfolios
At Validea, we’ve developed portfolios based on the investment strategies of history’s most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt. Validea’s…
Does Passive Investing Resemble Marxism?
According to a team at Goldman Sachs, says an article in this month’s Bloomberg, the rise of passive investing has the effect of “rewarding corporate directors more equally than the…
Stop Losses are a Good Idea
While they may not enhance returns, stop losses enhance client well-being and may keep a client from selling what is otherwise a great long-term investment, writes Joachim Klement, CFA, in…
George Soros' Outlook Dim
At the World Economic Forum in Davos, Switzerland, George Soros wasn’t optimistic about the current state of affairs, according to a recent Bloomberg article. According to the article, the chairman…
Four Retail Stocks That Could Deliver
The retail industry has been under fire lately, grappling with a list of challenges including suffering sales, store closures, and an ever-increasing shift toward e-commerce. In this week’s Forbes, Validea…
Morningstar Compares Research Data to Real-World Investing
There is an abundance of research data regarding how investors can maximize returns, but it doesn’t necessarily translate into real-world results, according to a recent Morningstar article. Alex Bryan, Morningstar’s…
Market’s Valuation Could Hold Back Trump Bull
During the Trump years, it will be tougher for stocks to see the kind of gains that occurred during the Obama administration,” according to last week’s Wall Street Journal. This…
Bloomberg's Kaissar on Dow Milestone
Before the fanfare of the Dow Jones Industrial Average hitting 20,000 (which occurred on January 25th), Bloomberg columnist Nir Kaissar asserts, “it’s not clear whether that milestone will be cause…