- As advisors, we sometimes forget the basics: a stock represents a fractional ownership interest in...
- One way academic researchers measure investment risk is by looking at stock price volatility.
- Arnott (1993) and Odelbo (1995) Arnott (1993) reviewed characteristics of equity funds with...
- A cornerstone of indexing advocates is based on securities markets being efficient. Barron’s...
- Fund popularity can be measured by percentage change in net cash flow over a stated period. Barbee...
- Bogle (1999b) concluded 92% of return shortfall for active managers was due to expenses. Expense...
- In general, a currency futures contract locks in the exchange rate between two currencies. A...
- Most of the information from Table 5 comes from State Street’s SPDR ETF website. SPDR ETF symbols...
- For investors, serial correlation, also referred to as autocorrelation, measures predictability of...
- Systematic risk principle states expected return depends solely on asset’s systematic risk. Only...
- A 2004 AAII Journal article by Daniel Burnside, How Many Stocks Do You Need to be Diversified,...
- One way academic researchers measure investment risk is by looking at stock price volatility. Two...
- From the beginning of 1980 through August 24, 2015, there have been just 29 instances (29/1851...
- From March 2009 to March 2014, stocks returned 26% a year, as measured by the Wilshire 5000. Based...