…[his] favorite hedge funds – after removing the fund’s largest holding,” which “should be rebalanced quarterly” as publically available reports are filed by the funds. Back-testing this strategy to 2000,…
Search Results for: low-volatility funds
Larry Swedroe on Emerging Markets, Recency Bias, and When to Buy
…recency bias, and the sensibility of buying low and staying globally diversified over the long-term. He notes that from 2008-15, the S&P 500 returned 6.5% annually for a total return…
Investors Need an Iron Stomach to Hold the Best Performing Stocks
…“traded below its previous all-time high on 94% of days during that period. On average, its stock was 26% below its high of the previous two years. It suffered four…
Low Costs and Manager Ownership Attributes of Best Performing Funds
…those funds with low fees and high manager ownership are included, the average return jumps to 10.1%, with those funds beating the index 55% of the time.” American Funds itself,…
Funds Holding Less Cash: Why and to What Effect?
In a Wall Street Journal Moneybeat blog post, financial reporter Jason Zweig highlights the decline of cash holdings in funds. He observes that “between 1986 and 1995, stock funds held…
The Long-lived, Rodney Dangerfield Bull Market Gets "No Respect"
…the S&P 500 is up over 189% according to Morningstar. Yet, in roughly the same period, investors have pulled a net $189.7 billion from open-ended stock funds and, according to…
Assets Flying out of Actively Managed Funds
Christine Benz and Russ Kinnel of Morningstar discuss the wave of assets moving out of actively managed funds and into passive index funds. According to Kinnel, of the Morningstar 500…
Top Investment Shop Focuses on Quality First, Value Second
…pure-play low-volatility fund.” Davidson’s team begins by focusing on dividend-paying stocks, convertible bonds, and preferred stocks, then “narrow down the list to 500 names based on quality, screening for such…
Indexing Continues to Put the Smackdown on many Active Fund Managers
…a majority of actively managed funds investing in international and developed markets outperformed their benchmarks. The article also notes that “actively run U.S. equity funds suffered outflows of $174 billion,”…
Glassman: Four Tips for Successful Value Investing
James Glassman, author and visiting fellow with the American Enterprise Institute, offers four tips to “buy stocks low” in Kiplinger’s. He prefaces the tips by making the point that given…