…then. Others see valuations as more justified given the low-rate environment and the big growth in earnings we have seen in recent years. Given that we are coming into year…
Search Results for: low-volatility funds
How Valuable Is Tax-Loss Harvesting?
…additional return to an equity portfolio with a 25% tax rate. And in years when the S&P 500 was showing more-than-usual volatility, the average investor could gain 2.22% per year….
How Long Will The IPO Ride Last?
…the quest for new and bigger returns in an era of ultra-low interest rates, there was a range of reasons for the phenomenon, which could change the ways in which…
“Even Crazier” Than The Dotcom Bust Says Munger
…equity funds in 2021 alone. But the volatility and the threat of stricter monetary policy to rein in inflation has made investors jittery. Meanwhile, Berkshire Hathaway’s cash reserves hit a…
A Harvard Professor Takes On Private Equity
…fellow Harvard Business School professor Erik Stafford argues that by purchasing a basket of value stocks and using similar leverage, investors could get roughly similar returns of buyout funds, and…
Gamification: Is It Bad?
…accounts during periods of extreme volatility. On the other hand, the article points to another type of nudge called “just-in-time disclosures,” which tell investors of all the pertinent risks just…
Cathie Wood Is Testing A New Aggressive Strategy
…this year and the S&P 500 up 25%, this new strategy could produce big losses—a risk Wood acknowledged given its potential volatility. She’s looking ahead five years, to when she…
U.S. Faces A “Classic Bubble” Says Ackman
…the workforce, so there’s no real reason to maintain interest rates at their current low levels. Ackman disagrees with many analysts who say the recent increases are transitory, saying that…
Picking An Active Vs. Passive Fund
Instead of building their own portfolio, many investors prefer to invest in dividends via mutual funds, leading them to decide between an actively managed fund or a passive (index) fund….
Hedge Funds: Making A Comeback
…funds charge higher fees, they must be more results-oriented, and that non-directional hedge funds are more attractive as in a low-interest rate situation as a fixed-income complement. And still others…