…the best long term performer (up 89.3 percent vs. -12.9% for the S&P since July 15, 2003). The table below shows the performance of the 10-stock portfolios I run over…
Search Results for: low-volatility funds
Look to High-Yield Munis, U.S. Large-Caps, and TIPS -- Hyman, Doll, and Gross Sound Off
…Individual investors can buy TIPS through exchange-traded funds that hold baskets of them. One final interesting note from Hyman: He says the economy won’t recover until the stock market moves…
Bogle: Don't Forget These Lessons Next Time
…fees that are significantly more than index funds, be they stock index funds or bond index funds.”In sum, active management strategies as a group lose because they are expensive,” he…
Neff: "It's Time To Go In"
…December for cash” to put into stocks, Levenson writes. Neff built his fortune and reputation by focusing on stocks with low price/earnings ratios that met a variety of other fundamental-based…
Berkowitz’s Free Cash Flow Yield Screen
…cash flow yield criteria, we decide to run a quick screen for firms that have high cash flow yields. By clicking on the image, you can view a list of…
More Fund Managers Snatching Up Bargains
Money has been flowing out of mutual funds at an incredible rate in the past year, but three well-known fund managers see opportunity in the flight from stocks, BusinessWeek’s Tara…
O’Shaughnessy: History Tells Us Now Is The Time to Buy
Jim O’Shaughnessy, Chairman and CEO of O’Shaughnessy Asset Management, believes that equity valuations “present buying opportunities akin to 1974 and 1982.” He writes that investors need to ignore short-term volatility…
Cash-to-Stock Market Ratio has Leuthold Group Bullish on Stocks
The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…
Gross: More Gloom -- and "Enormous" Opportunities
…$20 million a day,’ Gross says. ‘It’s being spit out by deleveraging hedge funds.’” Bargains in preferreds are the good news. The bad news is that Gross sees a lot…
Values Abound in Small-Caps
…funds have lost almost 45 percent on average, with only mid-cap growth (-46.4 percent) faring worse. And during the past three wild months, small-cap growth has been the single worst…