David Booth Essay Featured in “Worth”
Worth recently shared an essay by Dimensional Founder and Executive Chairman David Booth on how investors can have a rewarding experience by changing the way they think about investing.
What Happens When You Fail at Market Timing
It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical…
Value Judgments: Viewing the Premium’s Performance Through History’s Lens
Has value really lost its vigor? While growth stocks have outperformed in the past decade, value returns have largely tracked their long-term historical average. There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into…
Recent Market Volatility
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While…
Volatility in Stocks vs. Private Real Estate
Watch Origin Principal Dave Scherer discuss how stocks and private real estate differ in volatility using December 2018 through January 2019 as an example.
Key Questions for the Long-Term Investor
Asking the right questions and following a few key principles can improve your odds of long-term investment success. At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a…
Invest In Both Public REITs and Private Real Estate
Watch Origin Principal Michael Episcope explain why investors will benefit from keeping both public REITs and private real estate in their investment portfolios. While public REITs tend to fluctuate with the stock market, private real estate values remains steadily tied to the…
Timing Isn’t Everything
The lure of trying to time the market may tempt even long-term investors. But outguessing markets isn’t as straightforward as it sounds.
Mutual Fund Landscape 2019
Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds,…
The Index Bogeyman
Index funds have received increased attention from investors and the financial media. Some people have claimed that greater usage of index funds may be distorting market prices, but despite their growing popularity, the data continue to support the idea that…