The Irrelevant Investor

OCTOBER 28, 2016

Stocks always have a positive expected return. With the passage of time however, these expected returns turn into realized returns and obviously they're not always positive. We just can't know what the market will deliver, so it's best to plan and prepare for a wide range of outcomes. This range is determined by a number of factors, including but not limited to the business cycle, valuations, interest rates, inflation, and the collective mood of millions of investors.

Valuation 52

Valuation Investing Investments Numbers 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. In response to weak nominal growth, central banks have maintained accommodative monetary policies, pushing interest rates to historic lows. Given this low-yield environment, investors have flocked to stocks that yield more than traditional U.S.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. achen. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. In response to weak nominal growth, central banks have maintained accommodative monetary policies, pushing interest rates to historic lows. Given this low-yield environment, investors have flocked to stocks that yield more than traditional U.S.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

The Irrelevant Investor

OCTOBER 26, 2016

2016 got off to a volatile start, it felt like every day was either up or down one percent. In fact, when I made this chart on March 11th, 28 of the first 46 days of the year fit this criteria. Now seven months later, that number has fallen off a cliff, collapsing to just 22%. And just as we all thought would happen, volatility vanished as we got closer to the election.

Numbers 52

Numbers 52

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The Irrelevant Investor

OCTOBER 24, 2016

Listen, I'm a huge advocate of actual index funds, but certain fund families are taking way too much liberty with the word "index" these days. The stock market is now being sliced thinner than a piece of prosciutto. If you want to own Apple, but don't feel strongly enough to own the common stock, fear not, for there are 112 ETFs to choose from that hold it.

Portfolio 40

Portfolio Marketing Marketing 40