…funds ended January ahead of the index, an improvement over their 3-year performance when just 6.4% of the 313 funds outperformed the benchmark. Looking at Large Value funds, the $7…
Search Results for: low-volatility funds
Connecting With Small Investors Remains A Challenge
…smaller investors, through one-on-one conversations, being available for direct communication, and allaying fears over volatility in the market. Cinedigm Corp., which used to be majority-owned by a Chinese private-equity firm,…
ARK’s Rise & Fall: 4 Lessons
…and downs is necessary. The key is to use these funds as a complement to diversified core holdings rather than allow them to take up the majority of a portfolio….
Inflation Is Here To Stay
…implies greater market volatility and higher risk premiums on bonds and equities,” as quoted in the article. Navigating the volatility already seen this year will certainly challenge even the steadiest…
Buffett Has The Last Laugh
…may not be flashy and trendy, his patient approach and ability to stay calm during periods of volatility is still a valuable method. Of course, BH hasn’t escaped the Nasdaq…
Why Is The Yale Endowment Investing Approach So Successful?
…market activity like the current volatility. According to Yale’s 2020 endowment report, “The endowment’s long time horizon is well suited to exploit illiquid, less efficient markets.” However, some critics say…
60/40 Portfolio Has Worst Loss Since March 2020
…companies have consistent earning growth. But the solid performance a 60/40 portfolio has had over the last decade has been because of confluence of factors: low inflation, falling bond yields,…
4 Reasons Investors May Consider Selling Stocks Right Now
…feeling spooked by recent volatility, lightening up on stocks and adding in more bonds and cash would help balance a portfolio. Additionally, making sure an equity portfolio is balanced between…
Krugman: Crypto Parallels Subprime Meltdown
In an opinion piece for The New York Times, Nobel Prize-winning economist Paul Krugman warns about the volatility of the cryptocurrency market and says there are disturbing parallels between crypto…
Pershing Square Takes Stake In Netflix
…driven by a combination of investors’ disappointment in the streaming giant’s 4th quarter subscriber growth and overall market volatility, was the catalyst for the purchase. Pershing Square’s stake comes to…