…to 60% hybrids/40% stocks would provide a projected 5% return over the next decade, the same as an all-equity return, with much lower volatility by the end of the period.”…
Search Results for: low-volatility funds
Suburban Subdivision of Wall Street Packed with Renters
…less appealing.” But the path isn’t necessarily an easy one, the article says: “Competition for construction workers, building materials and land could hold back rental developers, while low mortgage rates…
Is Passive Investing Distorting the Market?
…withdrawing, have a much higher percentage of their portfolios invested in active funds. The combination of these two creates inflows into passive funds and outflows from active funds. Given that…
Robinhood Anxiety of Fidelity’s $230 Billion Star Manager
…actively managed U.S. equity funds than in low-cost alternatives such as index funds and exchange-traded funds that track the market instead of trying to beat it. More recently, young investors…
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
…has greatly increased the interdependence between the stock market and the economy; Why the rise of divergent investment strategies has increased market volatility; The role of the Federal Reserve policy…
More Dark Days for Dollar as U.S. Stocks Outperform
…an effort to maintain appropriate risk levels” which could lead to funds selling dollars and purchasing currencies linked to underperforming share markets (i.e. British pound and Australian dollar). “Moreover,” the…
Zweig on Investors Who Tried to Win by Losing Less (and Lost Anyway)
In a recent Wall Street Journal article, columnist Jason Zweig highlights how this year’s performance of low-volatility funds—expected to “do better in bad times while still faring well in good…
Thinking Long Term with Near-Zero Interest Rates
…others to delay retirement or other “money milestones.” “Whether super low rates present opportunity or peril depends on where you fall on the borrowing-saving spectrum,” the article says, offering the…
What Is the Future of the 60/40 Portfolio?
…the 60/40 portfolio, long viewed as a safe mix to take advantage of economic growth (stocks) and limit volatility (bonds): “Developments this year have prompted warnings on the outlook from…
The Role of Expectations in Investing
…are much lower. But either way, investors profit when they are able to identify a mismatch between expectations and reality. I have learned a lot on this topic by following…