Section
portfolio management
300 posts
Under What Circumstances Will 'Smart Beta' Work?
by David Merkel, Aleph Blog Iām not an advocate for smart beta. Ā There are several reasons for that:…
5 Cognitive Biases That Are Negatively Impacting Your Portfolio
by Lance Roberts of STA Wealth Management, George Dvorsky once wrote that: "The human brain is capable of…
Time to Protect your Stock Market Gains?
by Wesley Gray, Ph. D., Alpha Architect VIX is currently sitting at the lowest levels since all the…
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
Why Do Investors Keep Buying āActivelyā Managed Funds?
by Cullen Roche, The Pragmatic Capitalist Important question here by Larry Swedroe from last week. Ā If we…
If You Arenāt Willing to Rebalance Now, Then When?
by James Picerno, Capital Spectator This is what perfection looks like: high trailing returns and low volatility. US…
The High Cost of Equal Weighting
by Max Moroz and Engin Kose, Research Affiliates Equal-weight indices have two clear advantages: They are easy to…
The Law of Diminishing Returns Has Hit Diversified Portfolios
by Price Action Lab Since 2010 and well after the introduction of quantitative easing, which has helpedĀ the economic…
When Bloat Becomes a Problem for Fund Managers
by Research Puzzle In the latest issue of Morningstar magazine, Russel Kinnel authored an article entitled, āHow Bloated…
Risk and Rotation (Turn8 Partners)
by Craig McFadzean and Christopher Crowe, Turn8 Partners The last couple of weeks have been disconcerting as the…
The Payoff for Rebalancing Varies Over Time
by James Picerno, The Capital Spectator The US stock market is nothing if not resilient. Thereās no shortage…
A Primer in Porfolio Correlations
by A Wealth of Common Sense āIt seems like the higher mathematics with more false precision should help…
Clements and Zweig: Greatest Financial Challenges
The Wall Street Journalās two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The…
Tom Brakke: The Reluctant Portfolio Manager
by Tom Brakke, Research Puzzle The last posting reflected on the ābusiness of herdingā that is the investment…
Discovering The Genius Du Jour
by James Picerno, Capital Spectator Selection bias is everywhere in financial journalism, and for obvious reasons (obvious if…
