In this episode, we speak with Joel Tillinghast, who will retire as the manager of the Fidelity Low-Priced Stock Fund at the end of this year. Joel managed the fund…
Search Results for: low-volatility funds
Optimism vs. Pessimism: Defining Your Investing Future
…stable investment with lower volatility compared to a sector-specific fund. Proven Track Record: Led by Warren Buffett, Berkshire Hathaway has a long history of solid performance and value investing, which…
Why It’s Great to be an Investor Now in 2023
…the U.S. Low Costs of Indexes and Declining Fees: The increasingly competitive fees in mutual funds and ETFs, especially for index-tracking funds (like the S&P 500 and Vanguard funds), have…
Give Your Money A Foreign Vacation
…which returned 155% and 143%, respectively. But with low foreign stock valuations, including low-cost ETFs, now is the ideal time to diversify overseas. There are relatively few disadvantages to diversifying…
Advice from the Bond Market’s Buffett
…around June, similar to the federal-funds futures market’s predictions. In addition to the conflict in the Middle East, Fuss has long been worried about U.S.-China relations and the possibility of…
Is Value Investing Out of Favor or Out of Time?
Between the 1970s and 2007, value investing—where investors identify stocks that are trading below their intrinsic value—reigned supreme for two generations of investors. But for the last 16 years, growth…
An Inside Look at the Quality and Low Volatility Factors
Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look…
The Most Exciting Market? Japan
…when the yen dips, and policy makers have warned that they could intervene if it falls too low. And if you take away the yen’s movement, the Japanese stock market…
New Trading Firm Backed By Media Veterans
…investors include David Fialkow of General Catalyst, Marc Lasry of Avenue Capital, and former JPMorgan CIO Matt Cherwin, among other quantitative traders from well-regarded funds, according sources close to the…
Investing In Sectors: A Look at the 11 Sector ETFs
…to consider. Source: https://www.sectorspdrs.com/sectorcharting In the table below you will see each of the sector ETFs, the Validea Factor Category (more on this below), the assets in the ETF, the…