…the likelihood of an ugly surprise shortly before retirement.” According to Barron’s, Wall Street is “awash in statistician swagger. Some 1,300 exchange-traded funds use a factor or ‘smart-beta’ approach in…
Search Results for: low-volatility funds
Stocks are Showing More Volatility
Investors are seeing more volatility than they expected in the stock market this year, according to a recent CNBC interview with LPL Financial’s Ryan Detrick (outlined in CNBC.com). According to…
Bonds Still a Reliable Safe Haven
After years of market calm, volatility is back, but investors’ faith in bonds has been “shaken” by years of low interest rates, according to a recent Bloomberg article. But the…
Shades of the Swinging Sixties Raise Inflation Fears
A recent Bloomberg article underscores the similarity between today’s market conditions and those of the 1960s; specifically, how low unemployment set inflation on an upward run, “virtually doubling over the…
How to Keep Investing Perspective
…smooth sailing over the long haul. My investing philosophy focuses on several key initiatives: Follow proven strategies, trust facts and figures, stay disciplined, and beware emotions: Follow proven strategies and…
Active Investors Trying to Compete by Getting Small
…study conducted by Greenwich Associates in conjunction with Fred Alger Management Inc. that analyzed funds flow decisions of 91 “key decision makers” from September to November of 2017. Of those…
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] Ben Graham’s Biggest Contribution May Not Be Value Investing [2] Bill Nygren Talks…
Americans Low on Retirement Savings
…retirement accounts, many of them have low account balances.” The article points out that although low savings by younger households could downwardly skew findings (since they are often saving to…
Warnings About Smart Beta From Smart-Beta Index Provider
…cites the example of the volatility factor, arguing that investors should “pay less attention to recent track records and price than most do….and more mind to tilts not named in…
Bill Nygren Talks Value Investing at Google
In January, Oakmark Funds’ Bill Nygren gave a talk at Google on various aspects of value investing, the path of his career, and how the tech industry has evolved over…