Increasing Our Cyclical Value Sector Allocation

  • July 20, 2020

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…

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Dimensional To Launch ETFs

Dimensional to Launch ETFs

  • June 26, 2020

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,…

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IPA/Stanger Monitor Spring 2020

  • June 22, 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…

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The Uncommon Average

  • June 10, 2020

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…

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Valuation Update for June 2020

  • June 8, 2020

Ford Equity Research’s Price to Value ratio (PVA) is computed by dividing the price of a company's stock by the value derived from a proprietary intrinsic value model. A PVA greater than 1.00 indicates that a company is overpriced while…

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