Category: Tag: EB Investing View all
U.S. growth stocks are certainly one of the seven or eight investments I usually recommend all clients have in their portfolios.
Evidence-based fund managers have freed themselves from tracking popular indexes by establishing their own parameters for cost-effectively investing in most of the securities within the asset classes being targeted.
There are many other variations on these themes. The point is, indexes using different weightings can reach significantly different conclusions about the performance of the same market slice.
Think of index points as being like thermometer degrees. Most of us can’t explain exactly how a degree is calculated, but we know hot from cold. We also know that Fahrenheit and Celsius both tell us what the temperature is, in different ways.
Early on, indexes were designed to offer a rough idea of how a market segment and its underlying economy were faring.
US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
Gift money is an especially dangerous opportunity. An opportunity that can have big rewards or just blown and wasted in a minute.
King Solomon recommended dividing our investments into “seven, or even to eight” ventures (diversification). Because we do not know what misfortune may occur on the earth.
Roger Gibson, the author of the must read book “Asset Allocation: Balancing Financial Risk,” shows that including some portion of commodities in your portfolio of well diversified equity, bonds, and real estate produces better compound average returns–higher, risk-adjusted returns.
I always enjoy Weston Wellington’s look at what the press has to say about the markets. His articles for Dimensional Fund Advisors are usually lighthearted and very easy to read. In his “A_Look_Back_at_2016_US” article, he reminds us that not many knew …
I was recently asked what tips I have for investors in their 20s. So, this is for those of you in your 20s. Save early, save often is one of my mantras. College graduate or not, beginning the savings and investing habit is important. Given the effect o …
Periodically Dimensional offers some guidance and reminders that those who publish news are not fiduciaries and their chief concern is to sell “news,” get eyeballs on their pages, and generate a profit for themselves. They do not have your best interes …