- The three ratios most advisors learn first for stock evaluation are the same three that mislead...
- Classic diversification research shows that roughly 20 stocks from different industries eliminates...
- Most advisors can define the key risk metrics. Fewer can explain where each metric breaks down and...
- 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...
- The table below lists the five largest Dow bull markets as of August 14, 2014 (source: WSJ). ...