David Booth on Value and Values
History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.
Bulls, Bears, and Long-Term Benefits of Stock Investing
The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term. For the best shot at the benefits the market can offer, stay the course. Stock returns are volatile, but nearly…
Market Briefing
Equity prices continued to advance in July. Indexes constituting large, mid, and small capitalization issues all finished with solid gains. News of positive coronavirus vaccine developments had a particularly leavening effect on stock prices. In addition, news pointing to a…
Kenneth French on Market Timing, Investor Confidence, and Portfolio Building
Professor Kenneth French explains key principles of a successful investing experience.
In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead
When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.
Increasing Our Cyclical Value Sector Allocation
Lifting Financials to overweight, Energy to marketweight, while lowering Consumer Staples, Utilities, and Real Estate to underweight. Sector allocation changes since June 3 move cyclical sectors from 670 basis points underweight to 670 overweight. Cyclical Value sectors have been hit…
Dimensional to Launch ETFs
Dimensional is pleased to announce it has filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified,…
When It’s Value vs. Growth, History Is on Value’s Side
Logic and history argue for a steadfast commitment to value stocks, as the data covering nearly a century in this post illustrates.
IPA/Stanger Monitor Spring 2020
The Institute for Portfolio Alternatives (IPA), in partnership with Robert A. Stanger & Company, Inc. (Stanger) releases a quarterly series of reports tracking the performance of non-listed REITs. The IPA/Stanger Monitor tracks the total return of non-listed REITs, including 49…
The Uncommon Average
The US stock market has delivered an average annual return of about 10%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in…