Tag Archives: protection
Cushioning the Decline
With the S&P 500 down -14.7% for calendar 2020, and -18.8% since its peak in late February, investors are rightly concerned to identify strategies that might help to mitigate the ongoing decline. A number of defensive factor indices have performed relatively well in March, but the leader for the year so far is S&P 500…
- Categories Equities, Factors, S&P 500 & DJIA, Strategy
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Ports in the Storm
Since last fall, the S&P 500 has gone through three distinct downdrafts. Between September 18 and October 15, the index fell by 7.3%. It recovered that lost ground, and then some, rising 11.8% through December 5. Then a second, less severe, decline began, as the index fell 4.9% between December 5 and December 16,…
- Categories Equities, S&P 500 & DJIA, Strategy
- Other Tags
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- Equities, S&P 500 & DJIA, Strategy
- Other Tags