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Financial Planning
April 1, 2005
Craig L. Israelsen |
The Virtues of Consistency One important measure of mutual fund performance is an absence of volatility. Can "slow and steady" really win the race?   |
The Motley Fool
November 7, 2006
Emil Lee |
Don't Play Russian Roulette With Your Portfolio Maximize the returns that matter. Investors should look for out-of favor companies that fulfill basic human needs. |
Financial Planning
June 1, 2013
Craig L. Israelsen |
Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better. |
Financial Planning
March 1, 2005
Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. |
Financial Planning
March 1, 2007
Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
Financial Planning
August 1, 2006
John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Financial Planning
May 1, 2012
Craig L. Israelsen |
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility. |
Financial Planning
February 1, 2010
Craig L. Israelsen |
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future? |
BusinessWeek
May 14, 2009 |
Extreme Diversification Over the past three years these tactical asset allocation funds managed to improve returns without taking on much added risk. |
Financial Planning
December 1, 2012
Craig L. Israelsen |
Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed. |
Financial Planning
October 1, 2010
Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. |
Investment Advisor
September 2009
Mike Patton |
Value Versus Growth Over time, value stocks have outperformed growth stocks and have done so with a lower standard deviation. |
Financial Planning
December 18, 2009 |
The Unfortunate Math of Being Right -- Half the Time You may have heard the statement that, in investing, all you need is to be right more than half the time. Unfortunately, mathematics shows this is not correct. |
The Motley Fool
July 29, 2011
Amanda B. Kish |
Why You're Losing Money on Your Investments Past performance is not indicative of future results when it comes to mutual funds. |
Science News
August 28, 2004
Ivars Peterson |
More Progressive Primes In July, Markus Frind, Paul Jobling, and Paul Underwood announced that they had discovered the first sequence consisting of 23 prime numbers in arithmetic progression. This surpasses the previous record of 22 primes in arithmetic progression, set in 1993. |
Financial Planning
February 1, 2007
Steve Savage |
Short-Term Slumps Many great managers share common traits, including a willingness to own unpopular names, to make decisions based on long-term analysis and to maintain the discipline to ignore painful shorter-term market swings. This ability to ignore painful shorter-term swings is being tested as we speak. |
BusinessWeek
December 17, 2009 |
Sarah Ketterer: My Favorite Indicator The CEO and portfolio manager of Causeway Capital Management is watching volatility. |
Science News
April 24, 2004
Ivars Peterson |
Progressive Primes In one step toward elucidating certain primal mysteries, two mathematicians have now apparently proved that the population of primes contains an infinite collection of arithmetic progressions. |
The Motley Fool
March 15, 2008
Todd Wenning |
This Will Scare You Silly Take a look at some scary annualized returns from index and bond funds, and what you can do to maximize your portfolio's returns. |
