…this segment of the market. The chart below, from First Eagle Investments, “It (May Be) a Small World After All”, shows the valuation of the Russell 2000 going back to…
Search Results for: low-volatility funds
Before Buying This ETF, Read The Ingredients
…says Rob Arnott of Research Affiliates, according to The Journal. Investors should dig into why Microsoft is included in the index before buying into index-following funds such as IVE. Doing…
Ideas From the Father of Value Investing
…3% average annual growth rate, according to Graham. Even looking at low multiples would likely reveal if a firm is in trouble. And while companies that aren’t doing well might…
Navigating Fear: Lessons from Great White Sharks and Bear Markets
…that seems to go a mile out at low tide. The water is warm, it is shallow, there are no seals and no sharks. You don’t always have to swim,…
A Young Financial Planner Shares His Most Important Insights for Early Career Investors
…given that he has recently dealt with the many similar challenges in his own life. We discuss planning for having children, the basics of insurance, general rules for emergency funds,…
Let the Flowers Bloom: Eight Ways You Can Maximize the Power of Compounding
…Downside Volatility Volatility is an inherent part of the stock market, but its adverse effects can have an effect on compounding. Employing stop-losses, implementing trend following or incorporating non-correlated assets…
Are International Stocks Worth It?
…U.S. and international markets could sink lower, as has happened in the past when the dollar declined, the article maintains. Investors with diversified portfolios haven’t seen much reward for the…
Does The 3-Factor Model Support Bogle’s Claims?
Jack Bogle, the founder of Vanguard, was most well-known for popularizing three principles: 1) on the whole, funds keep with the indexes until their costs are paid, then they lag…
Open Up To “Myopic Circles”
…buy and which to sell. An article in Schroders offers more structured strategies that can foster more productive decision-making, especially in times of great volatility. In an interview with Schroders’…
Is Value Investing Poised For A Comeback?
…analysts and investors believe that value investing is due for a comeback, contends an article in Fidelity. Value stocks—high-quality companies selling at lower valuations—outperformed growth much of last year, with…