Diversification: It’s about more than risk control
“Diversify your portfolio!” implored the well-meaning investment advisor. Over the years, you have likely heard this phrase many times and from many sources, including me.
“Diversify your portfolio!” implored the well-meaning investment advisor. Over the years, you have likely heard this phrase many times and from many sources, including me.
On the 40th anniversary[1] of the launch of the First Index Investment Trust (now the Vanguard 500 Index Fund), it is interesting to note how
A recent study conducted by Dimensional Fund Advisors assessed the performance of actively managed mutual funds by comparing fund performance to the performance predicted by
A well-written recent New York Times article seeks to elucidate the causes of investor (mis)behavior through recent research into behavioral finance. In the article, the
In a follow up to an S&P Dow Jones Indices Study from the summer 2014 “Does Past Performance Matter? The Persistence Scorecard”, a New York
Diversifying a portfolio through the global allocation of various asset classes increases expected return and reduces portfolio volatility over time. Both worthwhile goals. But like
Last week, CalPERS, the California Public Employees’ Retirement System, which manages approximately $300 billion on behalf of 1.6 million public school and other local and
No, the title doesn’t have a typo. The results of a recent S&P Dow Jones Indices study profiled in a New York Times article found
A recent opinion piece in the Wall Street Journal written by the Vanguard founder offers his views on the future of investing with a focus
A new study from Dimensional Fund Advisors reviewing the mutual fund industry highlights the low probability game investors and their advisors play when they attempt
Ian A. Post, CFA, CFP®
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