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Search Results for: low-volatility funds

The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing

April 14, 2025

…funds in today’s market environment Timeless advice for wealth building: stick to fundamentals and avoid “get rich quick” thinking 🖥️ Watch on YouTube 🎧 Listen on Apple Podcasts 👂 Listen…

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Ten Top S&P 500 Stocks After the Big Decline

April 10, 2025

The recent market correction has sent the S&P 500 tumbling nearly 20% at its lowest point, primarily driven by concerns over new tariff policies. While this volatility has rattled investors,…

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Ten Stocks Meeting the Tests for Sustainable Growth

April 8, 2025

…development, capital expenditures, and advertising. It also analyzes profitability metrics including return on assets and operational cash flow. Companies earn one point for each positive indicator, with total scores ranging…

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100 Baggers Leave Fingerprints: Chris Mayer on How to Find Them

April 7, 2025

…maintaining conviction in great companies through volatility. The importance of aligning investment strategies with the right type of capital, especially for family wealth. How experiences as a banker, newsletter editor,…

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The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive

April 5, 2025

In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great…

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Strategy of the Week: The Ken Fisher Price/Sales Investor Model

April 4, 2025

…strength. This insight led him to favor companies with: Low P/S ratios (especially < 0.75 for non-cyclical firms) Strong long-term EPS growth Healthy margins Low debt levels Positive free cash...

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Tariffs Are Here. The Market is Down. Here is What It Means for Investors

April 4, 2025

…propaganda tool and realistic estimates of potential budget savings. Investment Strategies: Practical advice on staying long-term focused, rebalancing portfolios, and seizing opportunities during market volatility. 🖥️ Watch on YouTube 🎧…

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Ten Top Dividend Aristocrats - April 2025

April 3, 2025

…Dividend Aristocrats provide dependable, growing income that has helped investors address the effects of inflation over time. From a performance perspective, Dividend Aristocrats have historically shown lower volatility during market…

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Ten Top High Quality Stocks

March 28, 2025

…competitive advantages that sustain high capital returns during challenging periods. Investors who prioritize financial strength and operational excellence can build portfolios that both withstand market volatility and steadily compound wealth…

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Strategy of the Week: The Peter Lynch P/E/Growth Investor Model

March 27, 2025

…managing inventory—a key sign of healthy operations. ✔ Free Cash Flow – Positive free cash flow is essential—it shows the company can fund growth without relying on new financing. ✔…

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Recent Original Research
October 14, 2025
Ten Top Dividend Aristocrats
The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
September 27, 2025
Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
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