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Diversification is the process of allocating capital to assets that we think will have lower returns than the one we think is the most promising. Too much concentration can lead to ruin, but if done right, can result in dramatically higher return growth. The Kelly criteria is a me...
This article is about iShares Core Moderate Allocation ETF. It is an interesting fund because it is actually a "fund of funds". This has a place in my portfolio because it is a balanced fund that offers low volatility, income, growth, and low drawdowns. For further details s...
Multi-asset investing has grown dramatically in popularity during the last decade. This segment of the market has been relatively underserved by benchmark providers historically. Many multi-asset funds have operated without a formal benchmark or have relied on peer group approache...
Introduction The bottom line for me is that I’m not at all troubled saying (a) markets may well be considerably lower sometime in the coming months and (b) we’re buying today when we find good value. I don’t find these statements inconsistent. - Calibrating , ...
Introduction I screened over 700 funds that had high ratings by Market Edge (Long), Morningstar (5), FactSet (A), Ned Davis (>=4), XTF (>=9) and Mutual Fund Observer (Rating = 5) and met other criteria such as being at least five years old and having greater than $100M in assets. I sum...
Risk management has become a high priority for many investors over the past decade. The worst financial crisis and recession since the Great Depression in 2008-2009 clearly has the power to focus minds. Research shops have moved heaven and earth to search for solutions that attempt to limit ri...
So far this year, employers have announced plans to cut 369,832 jobs, a 35.8% increase from the 272,301 cuts announced in the first seven months of last year. It is the highest seven-month total since 2015, when 393,368 cuts were announced. - 2019 July Job Cut Report: 38,845 Cuts in ...
Diversification is famously described as the only free lunch in investing, and so it's no surprise that modeling, analyzing, and otherwise dissecting the concept is a core part of portfolio design and management. The correlation coefficient is often the go-to metric in this corner of finance...
With any method for computing investment risk and performance, it is important to use data covering as long a time period as possible. In particular, the measurement period must include both bull and bear markets for the investments of interest. - Peter G. Martin How Do You Measure Ris...
According to the BMAL Fund Manager Survey, global equity allocations continue to decline this month. That's in spite of a near-8% gain in the MSCI All Country World Index. Those who believe the S&P 500 has peaked rose to 34% from 11% five months ago. More news on: Tri-Continental, iS...
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2024-05-29 03:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-04-29 09:32:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-20 16:38:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...