Tag Archives: investment strategy
Large and In Charge? Giant Firms atop Market Is Nothing New.
While the types of businesses most prominent in the market vary through time, the fact that a small subset of companies’ stocks account for an outsized portion of the stock market is not new. Moreover, research suggests these stocks’ best performance might be in the rearview mirror. The takeaway is that relying on well-established investing…
- Categories Equities
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Education Is the Armor That Can Protect You from Your Stomach
I had the privilege to sit down, albeit virtually, with Larry Swedroe, Chief Research Officer at Buckingham Wealth Partners, after he participated in our webinar for financial advisors, “How Has COVID-19 Affected Active vs. Passive Performance?” to dig deeper into his thoughts on SPIVA® results during the first four months of 2020. Brent Kopp (BK)…
- Categories Equities
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- Equities
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The Smartest Beta
In the last year, plain old beta performed remarkably well in comparison to the so-called “smart” alternatives tracking large-cap U.S. equities. Of the 17 different strategies reported in our year-end factor dashboard, less than a third outperformed the S&P 500’s total return of 21.83% over the last 12 months. When they are criticized as the…
- Categories Factors, S&P 500 & DJIA
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- Factors, S&P 500 & DJIA
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The VIX is Low, But Should You Fasten Your Seatbelt?
VIX has spent the whole of August below 14, and remains – at time of writing – close to its lowest levels in two years. But the present calm may be dependent on a short-term seasonal effect; and we are approaching the traditional period where it ends. August is traditionally a quiet month for U.S….
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