A New York Times article from late last month discusses the high fees charged by many mutual funds. “In a global economy where competition and Amazonian price destruction have forced…
Search Results for: low-volatility funds
Should Index Funds Rule?
…primarily in index funds, “you may well buy a few stocks on the side,” citing a 2008 study showing that “wealthier individuals who directly owned only one or two stocks…
One Bitcoin Hedge Fund Has Returned 25,004%
…annual return of about 250 percent. This according to a recent article in The New York Times. The article cites comments by the fund’s founder, Dan Morehead, who says it…
Where Are the U.S. Market Bears?
…like this.” According to Morgan Stanley, the article says, “unspent money is disappearing from individual brokerage accounts as the rally lures buyers, driving cash levels to a record low.” …
You Can’t Time The Market – But Many People Should
…500. What they found is that the strategy produced a slightly better annual return to buy and hold, but did it with less volatility and lower drawdowns. Figure 7: S&P…
AQR Says Active Bond Fund Returns Juiced by Junk
…“Since the category is closely linked to equities, that’s stripped away the diversification benefit bond funds normally provide,” the article states. The AQR study, which focused on several different fixed…
Stock Market Lessons Learned in 2017
…not always a bad thing. Volatility has been low this year due to a combination of factors including investor sentiment, monetary policy, a late-stage business cycle, and low correlations (stocks…
Volatility May Be Down but Ambiguity is Up
A “new measure of market fear” indicates that investors might be more skittish than the current volatility gauges suggest, according to a recent article in The Wall Street Journal. The…
How an Investment Strategy Can Be at the Top and Bottom at the Same Time
…in 2008 (as an example of a bear market period) and how consistent (or inconsistent and variable) the returns have been over time. In the chart below you will the…
The Most Expensive Investing Factor
…low volatility. Investing theory would tell you that low volatility stocks should underperform the market as a whole since they are less risky. The problem, however, is that they don’t….