…Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Making things murkier are happenings such as the rising bond yield, and stock valuations that are again near their long-term…
Search Results for: low-volatility funds
How To Find Quality Growth Stocks
…reports an article in Barron’s. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks But many growth fund managers are forging ahead, and investors should take…
The Magic of Multi-Factor Investing
…earnings or cash flow. Because of this belief, over my history as an investor, I have tended to have significant exposure to value. But there is a problem with this…
The One Secret To Investing Successfully
…the long-term—saving for retirement—than on winning in the short-term. But this year, the key word for investors should be balance. Take risks, but not too much; a low-fee index fund…
Here’s What BNP Paribas Says Is Coming Next
…to be bad models, they instead looked to 2002. That bear market lasted 2 years, saw a drop of 50% and a 29% high-to-low shift in the VIX—similar to other…
Bill Miller Retires From Fund Management
…funds’ shareholders to begin the transition of the funds’ managements and the firm’s ownership…to the next generation.” The plan for Miller Value Partners is to divide the firm, with Samantha…
Why Aren’t We All Value Investors?
While the S&P 500 lost 25% of its value from its highest point to its lowest in 2022, most investors didn’t lose nearly that much, maintains an article in Fidelity…
Another Year Down – Learning from Quant Models
…the Piotroski model. It was the P/B Growth Investor investing model outlined by Partha Mohanram in his paper, “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis”….
A Reckoning Over Junk Bonds Is Coming
…Portfolios Most companies have yet to face the consequences of high rates, since near-term borrowing needs were met when rates were historically low in the first couple of years of…
Hedge Funds Have Their “Hedge” Back
…the world, reports that hedge funds are down -2.62%, compared to the -14.39% for the S&P 500, according to the article. Hedge funds rely on “elevated dispersion”—a broad array of…