Understanding Leverage
The concept of leverage is crucially important throughout finance, but many investors may not have a real grasp on the meaning of this term. Leverage refers to the practice of borrowing money to...
View ArticleHow To Measure Your Investment Portfolio — Part One: Volatility & Beta
There are a large number of statistical measures available for looking at a mutual fund, ETF, stock or a combination of these in the total portfolio. For an individual investor, what are the important...
View ArticleHow to Measure Your Investment Portfolio — Part Two
There are a large number of statistical measures available for looking at a mutual fund, ETF, stock or a combination of these in the total portfolio. So what are the important measures and what do they...
View ArticleRisk, Return and Low Beta Stocks
My article in last week’s Advisor Perspectives titled, “The Greatest Anomaly in Finance: Understanding and Exploiting the Outperformance of Low-Beta Stocks,” explores what the findings of a 2011 paper...
View ArticleManaging Your Portfolio’s Exposure to Interest Rates
Today, the yields on ten-year Treasury bonds are at a fifty-year low, and no period prior to the last few years reflects yields that even come close. From 1962 to 2005, the lowest the 10-year Treasury...
View ArticleLow Beta Market Sectors
With U.S. equity markets near their record highs and a bull market run that is starting its sixth year, the potential for a correction is a growing concern. In addition, U.S. equity prices look fairly...
View Article
More Pages to Explore .....