A new type of mutual fund has captured investors’ attention. So-called buffer funds are so appealing that one industry analyst has referred to them as “candy.” Why? As The Wall Street Journal describes them, buffer funds offer investors “the chance to chase stock returns while also protecting [...]
How to Conduct a Mid-Year Portfolio Review
The midpoint of the year is approaching, and the market is on track for its second year in a row of above-average returns. This has many investors asking about rebalancing. Below are some commonly asked questions on this topic. What is rebalancing? Suppose that to balance risk and return in your [...]
The Virtue of a (Financial) Barbell
In 1987, Nassim Nicholas Taleb was a trader on Wall Street. But unlike most of his peers, Taleb wasn’t pinning his hopes on a market rally. Instead, he had positioned himself to benefit from a market meltdown. On October 19 of that year, just such an event occurred. For no apparent reason—in the [...]
What the Data Says
In the investment world, there’s no shortage of data. But how useful is it? To help get to an answer, let’s consider these four questions: When the economy is strong, is that good for stocks? The simple answer is yes. According to textbook finance, the value of any company should represent the [...]
Solving an Investment Conundrum
Among the more notable studies published in recent years was a paper by Hendrik Bessembinder titled “Do Stocks Outperform Treasury Bills?” His key finding: Between 1926 and 2016, just 4% of all stocks accounted for all of the net gains in the U.S. market. The other 96%, as a group, delivered returns [...]
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