…the Consumer Price Index was 18% lower than it was when the market crashed in 1929. So the amount of purchasing power investors gained in the recovery when the market…
Search Results for: low-volatility funds
Risk and Asset Allocation
…91 large, actively managed pension funds from 1974 through 1983 against comparable funds that held similar asset allocations but were passively indexed,” Serchuk explains. “What they found was that asset…
Forester Sounding Bullish
…portfolio in cash, has dropped his hedge positions, and sees more upside than downside in the market for the next three to five years. “It has certainly helped the fund’s…
A History of Resilience
…reaching, those all-time low levels. Will they? It’s a close-to-impossible question to answer, particularly in light of the fact that this downturn involves an unprecedented multi-trillion-dollar government stimulus plan, the…
"Fair Value": The GMO Perspective
…the equity markets may get as a result.” Valuations have been lower in past crises, he says, and GMO is trying to figure out why they got that low to…
Whitman on The Importance of Credit Worthiness, and Why He's Buying Stocks Now
Marty Whitman, the illustrious Third Avenue Funds founder, tells Steve Forbes that he is seeing great opportunities in distressed debt and the equity markets, and is particularly bullish on Hong…
Hedge Fund Guru: Buy & Hold Far from Dead
…says you might want to own fewer stocks. Or you can buy exchange-traded funds. “Five to 10 of them would probably cover the financial landscape pretty well,” he says. “Learn…
Siegel: Earnings "Nowhere Near as Dismal" as S&P Data Suggests
…is extremely low, is added dollar for dollar to the earnings of the profitable firms, such as Exxon Mobil, whose market value is more than 20 times larger. … S&P’s…
Portfolio Size: How Big Is Big Enough?
How many stocks should you own? Rob Wherry of SmartMoney.com takes an interesting look at that question today on The Wall Street Journal’s web site. Wherry examines “focused funds” (those…
Top Fund Manager Eyes Small-Caps
…demand, whether it is six months from now or 18 months from now. A lot of those profits are going to flow right to the bottom line, and common stocks…