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portfolio management
297 posts
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
June 17, 2014
Why Do Investors Keep Buying âActivelyâ Managed Funds?
by Cullen Roche, The Pragmatic Capitalist Important question here by Larry Swedroe from last week. Â If we…
June 16, 2014
If You Arenât Willing to Rebalance Now, Then When?
by James Picerno, Capital Spectator This is what perfection looks like: high trailing returns and low volatility. US…
June 12, 2014
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…
May 30, 2014
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 helped the economic…
May 5, 2014
When Bloat Becomes a Problem for Fund Managers
by Research Puzzle In the latest issue of Morningstar magazine, Russel Kinnel authored an article entitled, âHow Bloated…
April 17, 2014
Risk and Rotation (Turn8 Partners)
by Craig McFadzean and Christopher Crowe, Turn8 Partners The last couple of weeks have been disconcerting as the…
April 16, 2014
The Payoff for Rebalancing Varies Over Time
by James Picerno, The Capital Spectator The US stock market is nothing if not resilient. Thereâs no shortage…
April 16, 2014
A Primer in Porfolio Correlations
by A Wealth of Common Sense âIt seems like the higher mathematics with more false precision should help…
April 14, 2014
Clements and Zweig: Greatest Financial Challenges
The Wall Street Journalâs two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The…
April 10, 2014
Tom Brakke: The Reluctant Portfolio Manager
by Tom Brakke, Research Puzzle The last posting reflected on the âbusiness of herdingâ that is the investment…
March 27, 2014
Discovering The Genius Du Jour
by James Picerno, Capital Spectator Selection bias is everywhere in financial journalism, and for obvious reasons (obvious if…
March 27, 2014
What Makes a Slam-Dunk Portfolio?
What Makes a Slam-Dunk Portfolio? By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors March 21,…
March 24, 2014
Your Very Own Black Swan Strategy
by A Wealth of Common Sense âIn the world of finance, the only black swans are the history…
March 20, 2014
What Areas of the Market Will Remain in the Limelight?
What Areas of the Market Will Remain in the Limelight? By Frank Holmes., CEO and Chief Investment Officer,…
March 3, 2014