An article in Wealthmanagement.com compares the performance of four financial gurus by outlining a simulation of their signature portfolios “using readily available index funds and grantor trusts, annually rebalanced from…
Search Results for: low-volatility funds
Five Questions: Value Investing with Wes Gray
…ton of volatility. We backtested the same strategy from 1973 to the present day – guess what? Same outcome: 15%+ returns with insane volatility. A lot changed from 1930 to…
PIMCO Strategist on Potential in Short-Term Bond Market
…that includes U.S. Treasuries, corporate bonds and “structured products.” The market’s gently increasing volatility increases the appeal of short-term bonds, which offer lower volatility relative to equities and longer-duration fixed…
Hulbert: Is the Traditional Method for Measuring Value Stocks Wrong?
…incorrect valuation method. Noting that value stocks—when defined by the traditional criterion of low price-to-book-value ratio—have fallen behind growth stocks for at least ten years, Hulbert cites growing concern as…
Quant Investor Cliff Asness Defends Factor-Based Strategies
…whether rising yields, quantitative tightening, and their effect on liquidity and volatility will impact quant strategies, Asness says, “It is reasonable, it’s just absolutely not borne out by the data.”…
How the Fed's Rate Hikes Affect Investors
…for savers”—the article notes that since the Fed started raising rates in December 2015, investors have moved more than $60 billion into money market funds, and those inflows could rise…
Howard Marks Weighs in on Surviving Market Upheaval
A recent Barron’s article offers insights from Oaktree Capital Management co-founder Howard Marks on the recent uptick in market volatility. Here are some highlights of Marks’ comments: The market is…
Does Mutual Fund Performance-Chasing Deserve its Bad Reputation?
…strategies using data spanning from 2000 to 2018, creating long-only portfolios made up of the top and bottom 10% of funds. The article reports: “We found the best-performing funds beat…
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] Why Every Investor Should Join Twitter [2] Ken Fisher Says Time, Not Timing,…
Indexing Isn't Active Management's Problem
…The data, the article says, is “remarkable,” showing that just over 28% of the U.S. stock market is held in publicly registered funds. “The remaining 72% operates largely in the…