…decide to get back into the market, “their money tends to flow into dirt-cheap index products.” It’s possible, the article says, that some active funds will outperform in a “brutal…
Search Results for: low-volatility funds
Why What Sells Isn’t What Works in Investing
…same period. When he would have a setback, for example, the money would flow out of the fund through redemptions. Then when he got back on track it would flow…
Six Precepts for the Long-Term Investor
…saving when you’re young, the article argues. Risk and reward are related, but don’t think the latter is guaranteed.Risk, the article explains, is not about volatility but rather about loss…
Small College Endowment Outperforms Harvard by Indexing
…pedestrian: mostly low-cost, market-tracking index funds from Vanguard Group Inc., the same funds used by legions of do-it-yourself individual investors.” Through the Vanguard funds, the article reports, Carthage’s endowment is…
Stock Swings and Earnings
…than the other way around, which meant that in many cases stock prices fell even as earnings continued to grow.” While Kaissar isn’t suggesting that lower earnings always follow declining…
Bond Laddering Pros and Cons
…laddering involves focusing on “stable, high-quality, noncallable bonds instead of those with the highest yields.” Another option, it says, is “defined-maturity bond mutual funds and exchange-traded funds” which combine characteristics…
JPMorgan on Investing After Easy Money is Gone
…Fed funds rate which, “at near 0% remains accommodative. A nominal U.S. 10-year of 3 percent, which is only 0.8 percent in real terms, seems about 75 basis points away…
Industries Concentrate and Investors Profit
…three tables below show examples of how the HHI index works. Using three different industries, we can see that industry 1, with an HHI of 1000, has low concentration. Industry…
Trump Tax Savings Channeled to Capex, Not Buybacks
…line of logic,” the article says, “companies take advantage of low interest rates to borrow money and buy back shares as a quick way to boost per-share earnings. In doing…
Real Estate Stocks Not Drawing Investors
…equity, hedge funds and other alternative investments on the belief they will outperform public markets.” The article ponders, however, why investors would choose to invest in private funds when publicly…