…with small stocks beat large-stock funds by 189 basis points annually. And small-cap value funds outperformed large-cap growth funds by an average of 323 basis points annually. In addition, “funds…
Search Results for: low-volatility funds
Five Reasons for Optimism
…market is in the range of fair value or undervalued. Trailing 12-month P/E ratios are in the low- to mid-teens; the market’s price-to-book ratio is lower than its long-term average;…
Shilling: Bond Prices to Rise in 2013
…exceptionally low. What he cares about is the direction of their yields, and he thinks the direction will be downward. “I’ve only bought Treasuries for appreciation,” he said. “I couldn’t…
Favorite Charts from Bogle, Wien, and Others
…expansion than ever. Is the Fed up to the task?” Vanguard founder Jack Bogle, meanwhile, offered a simple chart of 12-month price/earnings ratios. “When P/E ratios are historically low, (say,…
Fisher Thinks Fed Has Gone Too Far
…time now. Then, too, it doesn’t seem as though the more recent rounds of easing have had that much of an impact. Sure, rates have remained relatively low, so if…
Without Discipline, The Numbers Won't Help You In The Market
…methods range from low-ratio value strategies to momentum-oriented schemes. If the studies are to be believed, it should be easy as pie to make a small fortune on Bay Street….
Sonders: Valuations Could Cushion Market If Cliff Strikes
…she says, have cut down significantly on their debt in recent years, and are able to finance debt at very low rates, leading to recent improvements in confidence. Sonders says…
Yacktman Talks Strategy
…of the challenges in the investment business today,” he says. “The average stock market fluctuates about 50% from low to high in 12 months, and lower and lower transaction costs…
Buffett: Enact Minimum Tax for Wealthy Now
…70 percent — and the tax rate on capital gains inched up to 27.5 percent. I was managing funds for investors then. Never did anyone mention taxes as a reason…
Romick on Why Bernanke Needs to Go
…of economy and society.” Lower interest rates haven’t driven consumer spending, and have hurt those living off interest income, Romick says. “And,” he adds, “we see bubbles beginning to form….