…treated as income. Roth IRAs, on the other hand, don’t allow for the tax deduction on contributions so they don’t lower your reported income like a regular IRA, but the…
Search Results for: low-volatility funds
Coronavirus is Reminder of Stock Risk Premium
…points a year since 1900 and that, in theory, the outperformance is “justified as reward for the danger of unexpected events, including pandemics, and for the volatility of stocks.” But…
Historic Buying Opportunity with Some Hedge Fund Legends
Fund’s like Seth Klarman’s Baupost—normally closed to new capital—are now making an exception due to the “massive drop in asset prices catalyzed by the novel coronavirus pandemic,” which has sent…
Zweig: We Can Control How We React to Market Panics
…markets, embracing their vulnerability to emotion and volatility and assuming that “financial panics were a form of divine retribution for the sinful excesses of prosperity.” He argues that such panics,…
Morningstar: You Can’t Time the Market
…Citing a 2018 Morningstar study of 3,700 global funds spanning a 15-year period, Tam explained that, on average, there were only about 7 critical months: “So, the dependence on outperformance…
A Letter to My Future Investing Self
…Given the vast unknowns we are currently facing with the economy, and the historically high volatility the market is currently experiencing, the range of possible outcomes going forward is extremely…
Excess Returns, Ep. 18: Interview: Value Investing with Tobias Carlisle
…probably the smartest value investor we know. He is the author of four books on value, including the Acquirer’s Multiple. He is also the founder of Acquirer’s Funds. In the…
Recession and Investor Opportunities
…finance professor Andrey Pavlov says it’s a good time to use lower asset prices to “create a comfortable portfolio with a mixture of stocks and bonds appropriate for the long-term.”…
Ariel’s John Rogers on This “Once in the Lifetime’ Buying Opportunity
…is an opportunity to take advantage of the volatility, and take advantage of the market.” Rogers is not alone in his opinion, the article notes, citing recent similar comments by…
Wall Street Mayhem Making Money for the Fastest Quants
…quants that follow long-term market trends, the article notes that “short-term trend followers are poised for their best quarter since 2016, riding wild swings across equities, bonds and commodities as…