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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...
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How 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...
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How 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...
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Risk, 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...
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Managing 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...
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Low 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...
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