…are suffering mightily from this shift. With 53.1% of its assets in stocks, it posted a 2015 return of only 2.4%, well below its target of 7.5%. These lower returns…
Search Results for: low-volatility funds
Making the Most of Market Anomalies
…discussing chief strategist at BCA Research Peter Berlin’s key advice of what to do in the face of these anomalies: Low beta:Despite the CAPM telling investors that high-beta stocks offer…
Will Value Stocks Ever Be Back in Vogue?
…fuel for a value comeback could be the finance sector, where valuations hit a 14-year low this year relative to the rest of the market. Financials remain 37% below the…
Do Your Fund Fees Predict Success or Failure?
…expense ratios should be and can be heavily relied upon. Morningstar FundInvestor tested the predictive power by taking historical data, including funds that no longer exist, have failed, and/or have…
Greenblatt on Why Passive, not Active, is Best for Most Investors
…funds, however, is that the fund performance factor is removed from the equation. That is, because index funds track market benchmarks, dollars don’t move in and out due to underperformance…
The Age-Old Relationship of Risk and Return comes into Question
…1967; one consisted of 30% low-beta stocks (low-volatility) and the other of 30% high-beta stocks. While one would have expected the more volatile of the two portfolios to show the…
Guru Stock Screen of the Week: The Top Momentum Plays in Today's Market
…return on equity and falling debt. This is a robust screen and the criteria are outlined below. To further refine the screen, we filter out companies with market caps below…
High Dividend Stocks Are Looking Good says Siegel
As interest rates stay low, the appeal of high-dividend stocks has been on the rise and will probably only increase (as investors anticipate a dip in what is now an…
Are Formula-based Investment Strategies Necessarily “Smart”?
…not-so-smart (see our blog on low-volatility funds). Therefore, the relative value of an investment should be considered before buying into it. Otherwise, the strategy can result in big disappointment when…
Time to Bottom Feed Across the Pond
The U.S. stock market is expensive and bond yields aren’t far from record lows. European and emerging market stocks, on the other hand, have approached stomach-turning status, says Jason Zweig…