- 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...
- Harvard's endowment, valued at $56.9 billion, is the largest in higher education. This analysis...
- The WSJ writes Charles Ellis is “widely regarded as the dean of the investment-management industry...
- A number of online brokers provide free online tools for portfolio construction and management. One...
- Research from Bain & Co. found 75% of all private equity funds could “legitimately be ‘top...
- The table below lists the five largest Dow bull markets as of August 14, 2014 (source: WSJ). ...
- Is a U.S. stock/bond mix sufficient for most people to reach their retirement goals? Morningstar...
- Financial advisors typically recommend a portfolio contain 6-12 months of cash savings to cover...