This is an excerpt from ETF Battles on ETFguide TV between USMV vs. SPLV – two volatility minimizing stock ETFs. Who wins the battle? Stock market volatility per the CBOE S&P 500 VIX Index (VIX) has skyrocketed in 2020. In mid-March, the VIX jumped near +500% and has since backed off. Nevertheless, daily volatility remains …
What’s a telltale sign of a poorly designed investment portfolio? Answer: A portfolio that underperforms indexed yardsticks. Is it reasonable to expect this type of portfolio which is unable to deliver satisfactory results during a favorable stock market climate to miraculously thrive during an uncooperative market? Answer: Absolutely not! This is one of the reasons …
Pass or Fail? Analyzing and Grading a $818,000 Investment Account Read More »