Should You Invest in Market Neutral Funds?
I was recently asked by a reader named M.M. about the benefits of investing in market neutral funds. Equity market neutral funds hold long/short stock…
I was recently asked by a reader named M.M. about the benefits of investing in market neutral funds. Equity market neutral funds hold long/short stock…
In case you didn’t get the memo, global stocks are now in correction mode. And the velocity of the rout has been shocking to seasoned…
It’s commonly and incorrectly presumed that people with large investment portfolios are smart investors. But as counterintuitive as it may sound, this false presumption is…
What’s hot and what’s not? The chart below shows that U.SÂ stocks (NYSEARCA:SPY) are still outperforming other asset categories like bonds (NYSEARCA:BND), global real estate (NYSEARCA:RWO),…
The extraordinary performance of U.S. stocks over the past six years has been like the 1960s Boston Celtics: Dominant and unbeatable. But is the tide…
How many people sold their stocks at the 2009 bottom, went to cash and then bought gold at its 2011 peak? In my latest Index Investing…
During the 1849 California Gold Rush people sold all their possessions to chase gold (NYSEARCA:IAU). A small minority hit the jackpot, but most did not. Back…
Building an architecturally sound investment portfolio doesn’t happen by chance. A structurally strong and healthy portfolio is organized into three basic parts: 1) the portfolio’s core,…
It’s been 1,383 days since the U.S. stock market’s (NYSEARCA:SCHB) last 10% correction. And although the S&P 500 (^GSPC) has climbed just over 10% during the past…
Stock market volatility creeps up when most investors least expect it. But even more intriguing about the latest upward explosion in equity volatility is that…
A few months ago the NASDAQ Composite Index (Nasdaq:ONEQ) eclipsed 5,000 for the first time since March 2000. Put another way, we are all 15…
Can you believe it? The year 2015 is already half over. As second quarter investment account statements arrive, now is the time to un-distract yourself…
Investing and gambling share at least one common thread; it’s all about odds. And depending on how you build your portfolio of investments, you will…
Many investment portfolios reflect the lives of their owners; they’re cluttered, scattered, and completely disorganized. In my latest podcast, Welcome to Portfolio School!, I talk…
From an observer’s viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn’t have much to worry about. They’ve got lots of money and…
A well-built investment portfolio always takes deliberate steps to minimize the threat of taxes to the greatest degree possible. I know it sounds complicated, but it’s…
Selling pressure in the euro has been relentless over the past year and the currency has fallen just over 19% in value. Without surprise, pessimism toward…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
Multi-asset class funds and ETFs are designed to invest across various asset classes like stocks, bonds, commodities, real estate, and other alternatives. In the ETF marketplace, examples…
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial…