…slow in reflecting the collapse in economic activity due to Covid, and the recovery.” It adds, “Providers argue it can provide precious, real-time glimpses into how a company or economy…
Search Results for: low-volatility funds
In Appreciation of Warren Buffett
…some of Buffett’s strategies, including his focus on businesses that “have steady cash flows and will generate high returns and low risk” and on strong management teams. It cites comments…
Gold Prices Hitting New Heights: A Guide to the Market
…in 2003: exchange-traded funds. These funds, which have surged in popularity, buy gold and issue shares that trade on the stock exchange.” Professional fund managers bet on gold through futures…
The Different Shades of Active Management
…have some set of rules they follow that allow them to deviate from the true market portfolio. Understanding what those rules are and the types of deviations they lead to…
Wall Street Greed Exposed by Fractional Shares
The stock market’s rally since its late March low has “inspired millions of new investors,” who now have the ability to buy “fractional shares”— less than one share of stock—according…
Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
…His paper “Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis” is also the basis for one of the quantitative models we run on Validea. In this…
Vanguard: A 60-40 Portfolio is Still the Bomb
…Company Institute showing a continuing long-term trend of redemptions from stock mutual funds and inflow of dollars to bond funds. The article reports, however, that a Bank of America Global…
Siegel: Why Rising Stocks Won’t Peter Out
…in Forbes. The article reports that an “undaunted Siegel believes that stocks will roar anew in coming years” due to low rates—which means that Treasury bonds and corporate debt “don’t…
Big Tech Won’t Protect You from Inflation
…and is considering a “more relaxed stance toward inflation.” As the world faces inflationary pressure, it says, gold offers a better hedge than bonds given ultra-low rates. The “war” we’re…
A Customized Stock Portfolio for Every Investor
…securities that may or may not mesh well together, or being at the whim of fund creators who select the securities inside their funds according to their own beliefs, he…