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Tag: Expected Returns

Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It
12 months ago
Six Experts Help Us Understand the Future of the 60-40 Portfolio – And Some Alternatives to It

The 60-40 portfolio forms the core of many investors’ long-term portfolio allocations. And it has worked exceptionally well over the past 40 years. But the combination of high equity valuations,…

The Market’s Future Ain’t What It Used To Be
1 year ago
The Market’s Future Ain’t What It Used To Be

In the current market, where U.S. stocks are down more than 7% and bonds have dropped nearly 9% so far this year, investors may be feeling the pressure to take…

4 years ago
Ken French: We Can’t Tell if Value Premium Has Disappeared

In a paper published last month, the team of Eugene Fama and Ken French—credited with identifying the value premium back in 1992—analyzed how the value factor has fared over the…

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September 20, 2023
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Vanguard’s New International Dividend Growth Fund
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🔎 Show Us Your Portfolio: Andy Constan
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Weekly Top 10: Highest Scoring Warren Buffett Stocks
September 13, 2023
Investing for Longevity: Wealth Creation Inspired by Blue...
Recent Original Research
September 13, 2023
Investing for Longevity: Wealth Creation Inspired by Blue...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out on Centenarians (Live to 100: Secrets of the Blue Zones) – individuals who live to 100+ years old – and areas of the world with there...
September 6, 2023
Small Cap Value: Waiting for the Jumpstart
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I've seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I see these charts, my ears definitely perk...
August 23, 2023
The Human Touch in Quantitative Investing: Decisions Behind...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing models are hailed for their systematic and...
August 16, 2023
Navigating Fear: Lessons from Great White Sharks and...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family.  There was lots of beach time, but I had a ringing in my ear of the last few phone calls with...
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