WealthTrack has released some previously unaired parts of Consuelo Mack’s May interview with Yale Chief Investment Officer David Swensen. In the clip below, Swensen discusses a variety of topics, including…
Search Results for: low-volatility funds
Gross on GDP, the "New Normal", and Why Watching Fees Is More Important than Ever
…this extreme absurdity with lower fees, roughly 90% of the $1.5 trillion in 401(k) and other defined contribution assets in mutual funds are in actively managed offerings with expenses close…
Top Strategists Talk "Buy-and-Hold"
…received wisdom of holding stock market investments for 20 years or more, to smooth out short-term volatility, some suggest that measures of cheapness can be used to make buying decisions…
Why Jeremy Grantham Is Bored with this Market
…two to three quarters.” But, he adds, the recent rally has been driven by stimulus and speculation, with low-priced, volatile stocks leading the way, and GMO’s estimate of S&P fair…
Dreman Strategy Making Big Comeback
…Fundamentals Specifically, Dreman compared a stock’s price to four fundamentals: earnings, cash flow, book value, and dividend yield. If a stock’s price/earnings, price/cash flow, price/book value, or price/dividend ratio was…
Bouncing Back Strong, Miller Now High on Tech, Financials
…typically begin when the following four conditions are present: the economy is bottoming, profits are bottoming, the Fed is stimulating, and valuations are low,” Miller writes in his second-quarter letter…
13 Stocks with Big Dividends -- and the Fundamentals to Boot
…Dow Jones Select Dividend Index fund has been in the 5.5% range. Blended bond/stock funds and pure bond funds are also offering some nice yields, Lauricella notes, as are funds…
Shorting Now Too Risky for Some Top Hedge Fund Managers
…chaos — has lost 10.81 percent so far this year,” he writes, Long-focused funds, meanwhile, are faring much better. “Long/short equity funds, which tend to be long-biased, returned 8.21 percent…
Study: Young Investors Should Welcome the Bear
…over the next 20 years were much lower than the returns earned over the subsequent 20 years by the other two investors [who started investing right before big bear markets]….
Nygren's Three Reasons to Buy Stocks Now
…cash on the sidelines. “Before the 2008 bear market, [the ratio of money market funds to S&P 500 market value] had averaged about 18% since 1980, meaning that there was…