
By Ploutos : Since the groundwork behind Modern Portfolio Theory was laid fifty years ago, it has been axiomatic that riskier portfolios should expect to be compensated with higher returns. In recent articles, I have shown that a portfolio of long tenured dividend payers in both the United States
By Doug Short : By Adam Butler and Mike Philbrick Modern Portfolio Theory (MPT) has been derided by practitioners, academics, and the media over the past ten years because the dominant application of the theory, Strategic Asset Allocation, has delivered poor performance and high volatility since ...
iShares Barclays Short Treasury Bond SHV, iShares Barclays Aggregate Bond AGG, iShares Barclays TIPS Bond TIP, iShares S&P 500 IVV , iShares MSCI EAFE EFA, iShares S&P MidCap 400 IJH, iShares MSCI Emerging Markets EEM, iShares S&P SmallCap 600 IJR
iShares Barclays Short Treasury Bond SHV, iShares Barclays Aggregate Bond AGG, iShares Barclays TIPS Bond TIP, iShares S&P 500 IVV , iShares MSCI EAFE EFA, iShares iBoxx H/Y Corporate HYG, iShares S&P MidCap 400 IJH, iShares MSCI Emerging Markets EEM
By AAII : I spent the first half of this week at the CFA Institute's annual conference. I think one of the most encouraging themes at the conference for individual investors was the awareness from within the financial industry that problems exist and need to be fixed. CFA Institute President and ...
By Cliff Wachtel : The coming week belies the saying "sell in May and go away." Below are 9 very good reasons to stay alert this week. Actually I've counted 11, though the last two are of significance only for those with position in the UK or Australian markets, or in the GBP or AUD. 1-3. REACTION
By Morningstar : By Michael Rawson, CFA The growing popularity and movement toward passive investment management has coincided with increasing market correlations. This trend—which has picked up steam in recent years and caught the attention of market participants and regulators alike--brings up ...
portfolio: My portfolio contains the following funds: QQQ, ANEFX, IVV , RSP, FFTWX, and FFTHX. All of these funds own Apple (AAPL ..... Exposure to AAPL: QQQ - APPL - 18.57 ANEFX - APPL - 5.25 IVV - APPL - 4.28 RSP - APPL - 0.21 (not included in report
By John Hussman : Excerpt from the Hussman Funds' Weekly Market Comment (4/23/12): We currently estimate the prospective 10-year total return on the S&P 500 at about 4.5% annually, in nominal terms, based on our standard valuation methodology. This may not seem bad, relative to 2% yields on the ...
comparison) and include current fees to get a sense of the cost differences among the funds. Cap-Weighted iShares S & P 500 Index IVV 3-year: 19.27% 5-year: 0.98% Fees: 0.09% Equal-Weighted Guggenheim S&P 500 Equal Weight