…gurus is better) Overall Factor Grade* (lower is better) High quality rating, Strong sales and EPS growth, High Institutional Ownership, Low Debt and Strong price & fundamental momentum Trading at…
Search Results for: low-volatility funds
Free-Money Era Ends With Worst Bond Sell-off In U.S. History
…While just a few years ago the yield was as low as 0.3%, it reached 4.89% last week, according to Bloomberg. The stress on bond yields is starting to affect…
Timing The Market Is Hard
…the board of US investment funds, there was a gap of about 1.7% between the average dollar invested in funds and the average funds’ gains, the Morningstar report found, according…
Burry Predicts Market Crashes—With Mixed Results
…stock picks that delivered high rewards. His firm Scion bought puts on two popular index funds, betting on a looming downturn. And indeed, higher interest rates and record-high stock valuations…
The Long Game: Why Patience and Perspective Matter in Investing
…High column) or much lower (i.e., the Low column). Take the worst-case ten-year period in which an investor who bought the S&P 500 may have had to endure a decade…
Hedge Funds Bet Against Stocks
…funds’ net leverage fell by 4.2%, the steepest decline week-by-week since 2020. Meanwhile, the funds increased their short sales, according to data from JPMorgan Chase that is cited in the…
The Nasdaq 100 May Be Popular, But Is It Flawed
…Invesco QQQ with its $196 billion in assets, investors would do better to buy more standard growth index funds like the Vanguard Growth or iShares Core S&P Growth funds, Jackson…
Dollar Rally Crushes Popular Trades
…persistent inflation. A year ago, most economists were predicting a recession by now, and a return to low interest rates in an effort to boost recovery. But as a slowdown…
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin
In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following…
Vanguard’s New International Dividend Growth Fund
…the fund’s manager is a team from Wellington Management Company, which holds over $7 trillion in assets and also manages Vanguard’s Dividend Growth Fund. It’s a curious time for Vanguard…