Psst…Volatility is Still Outperforming the S&P 500
One week after the VIX (ChicagoOptions:^VIX) spiked to 30, Wall Street’s Kool-Aid drunks are back to saying that stock market volatility is over. It’s done.…
One week after the VIX (ChicagoOptions:^VIX) spiked to 30, Wall Street’s Kool-Aid drunks are back to saying that stock market volatility is over. It’s done.…
Investment portfolios come in all shapes and sizes. Some are big and some are small. But regardless of their size, there’s a common thread. What…
It’s been three years since the last significant stock market decline. The 19% slide from April 2011 to October 2011 stoked fear, but still missed…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
Never mind which company Bill Gross is working at this week. The talking heads on Wall Street have been ranting about the bursting of the…
One of the most dominant narratives today is that stock market volatility has gone completely away and is never returning. Is it true? A research…
Regardless of whether you believe the stock market is overvalued or undervalued, one thing we can all agree upon is that stocks have been stellar…
Is pessimism about the stock market really as high as equity bulls claim? One measure of the stock market’s mood is the Investor’s Intelligence Sentiment…
What does the bond market know that the stock market doesn’t? Even the U.S. stocks (NYSEARCA:IWV) have been scoring one record high after another, the…
The disdain for cash is nearly universal. Cash instruments like money market funds are yielding around 0%. And nobody needs or wants cash because stocks…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
Trick question: What does the optimal investment portfolio look like? Do you know? For example, is it the portfolio with the best performing 5-star rated…
In late 2013 just before the Federal Reserve began its scaling back on monthly Treasury bond purchases, the conventional wisdom was that interest rates would…
World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.…
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA)…
Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors…
What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents…
Has 2014 stock market volatility really gone the way of dodo birds and dinosaurs as claimed? The news du jour is that falling VIX means…
Diversification means different things to different people. In some cultures, diversification means having large families to diversify so that when mom and dad get old,…
Choosing the right investments is half the battle. The other half is knowing when to buy and sell. The invention of commission free ETF trading…