…put into practice. We also cover his excellent paper “Forecasting Volatility Tsunamis” and discuss the conditions that he found were typically present prior to significant spikes in market volatility. We…
Search Results for: low-volatility funds
Stock Exposure Is At A 70-Year High
…to put their wealth into stocks and houses, and both are tied to interest rates, which are currently at a record low. Alongside the Fed pouring money into the market,…
Factoring in Earnings Revisions
By Justin Carbonneau (@jjcarbonneau) — The market, by all intents and purposes, looks expensive based on most traditional valuation measures (the chart below courtesy of Liz Ann Sonders, Managing Director,…
Here’s How Advisors Are Replacing the 60/40 Portfolio
…in his clients’ portfolios. Scott Tiras, advisor, Ameriprise: One approach Tiras takes is to add more exposure to non-traditional equities and lower fixed-income exposure to 30%. Then, he lowers the…
Award-Winning Fidelity Portfolio Manager - Joel Tillinghast - Set To Retire in 2023
…Tillinghast manages the $33.1 billion Fidelity Low-Priced Stock fund as well as overseeing $11 billion in funds for Canadian investors. This past June, Tillinghast was the recipient of Morningstar’s Outstanding…
An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
…seen unprecedented fiscal stimulus and many are worried about inflation. And despite all of that, bond yields remain very low. This week we take a look at all the major…
U.S. Fund Hit With Closet Indexing Charge
…benchmark. The charge shines a light on the challenge that active managers have as they try to compete with index funds while still staying sufficiently diversified in their holdings. While…
Lessons Learned Since 1999 “Dow 36,000” Prediction
…buy index funds alongside a few stocks, and see which one does better. He listed 5 solid pieces of advice for investors: Buy index funds Make automatic purchases with the…
Should You Invest With Experienced Managers?
…you’re going to hold mutual funds with a short-tenure manager, you may be better off to hold them in tax-advantaged accounts like an IRA or 401k, or risk a dent…
Berkshire Hathaway’s Fate After Buffett Up To Its Board Members
…as a business, but more and more the company’s stock is being held by index funds and self-appointed virtue funds, with the focus more on chasing trends than the long…