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3 Keys to Portfolio Management This is the final installment of our four-part series on Motley Fool Alpha investing.   |
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November 2005
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Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption. |
The Motley Fool
May 4, 2011
Chuck Saletta |
Keep More of Your Hard-Earned Money Minimize the friction costs from your stock and fund investments |
Financial Planning
January 1, 2005
David Stein |
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering. |
Real Estate Portfolio
May/Jun 2008
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From Alpha to Beta Sophisticated concepts of hedging alpha risk with beta, long familiar in the hedge fund world, are largely absent from real estate investing. |
The Motley Fool
October 13, 2011
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Bonds Say Chances of U.S. Recession at 60% Soon before each of the seven recessions since 1970, short-term interest rates on Treasuries crossed above longer-term rates. We have a similar situation today. Take a look at some lower-risk investments for these times. |
Financial Advisor
March 2005
Cohen & Overgard |
So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor. |
The Motley Fool
September 7, 2004
Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
The Motley Fool
January 25, 2010
Dan Caplinger |
The Key to Your Next Great Investment Regardless of what stocks you gravitate to, there's one thing you should always know before you make an investment: what you believe the stock is worth. |
The Motley Fool
November 16, 2011
Alexander Crawford |
Underestimated Stocks: Hedge Funds Missed Out on These 9 Winning Streaks Do you think hedge funds are wrong, or do they know something the market hasn't yet priced in? |
The Motley Fool
November 3, 2008
Alex Dumortier |
How to Profit From Hedge Fund Selling Be greedy when others are fearful. |
Financial Planning
April 1, 2011
Suzanne McGee |
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find. |
The Motley Fool
August 28, 2009
Dan Caplinger |
The Biggest Danger to Your Portfolio Don't let an active market distract you from your best stocks. |
The Motley Fool
October 7, 2011
Lipman & Esterhuizen |
Market Outlook: Probability of a Recession Hits 40%, According to Goldman Sachs Do you think these stocks are worth a closer look? We identified a list of stocks that outperformed the market during each of the last three big market downturns over the last decade. |
The Motley Fool
April 5, 2005 |
Behold the Turnover Ratio Turnover ratios can tell you a lot about your mutual funds. |
The Motley Fool
December 8, 2009
Stephen Mauzy |
There's More Than One Way to Turn a Buck Many investor focus on margins when asset turnover can generate sufficient profits. |
The Motley Fool
March 4, 2005
Richard Gibbons |
Stock Market Wisdom Debunked A value investor disputes several well-known stock market maxims. |
Financial Planning
June 1, 2010
Craig L. Israelsen |
What's in a Name? Analyzing the turnover rates of mutual funds shows that strategic portfolios have outperformed tactical ones over the past 10 years. |
Registered Rep.
November 1, 2005
Stan Luxenberg |
Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks. |
The Motley Fool
October 4, 2010
Amanda B. Kish |
3 Investments for Your 401(k) 3 high-turnover funds that might be good to own in a tax-deferred account like a 401k. |
Financial Planning
August 1, 2006
Craig L. Israelsen |
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes? |
The Motley Fool
January 5, 2011
Chuck Saletta |
Would Benjamin Graham Approve of These Stocks? We've created the beginnings of a portfolio based on Benjamin Graham's intrinsic value investing criteria. |
The Motley Fool
May 2, 2005
Richard Gibbons |
Stock Market Lies A value investor disputes several well-known stock market maxims. |
Financial Advisor
April 2007
Matthew M. Brandeburg |
Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients. |
The Motley Fool
February 12, 2010
Dan Caplinger |
4 Ways to Make Better Investments When it comes to mutual funds, you'll find that most winning funds share many of the same traits. Here's what you should look for to make better choices among funds. |
Wall Street & Technology
May 15, 2006
Larry Tabb |
Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds. |
The Motley Fool
September 23, 2011
Lipman & Esterhuizen |
5 Undervalued Recession-Proof Stocks Give these companies a try: Arch Capital Group... Meadowbrook Insurance Group... Synopsis... MKS Instruments... Fresh Del Monte Produce... |
The Motley Fool
November 2, 2011
Alexander Crawford |
Earnings Season: 10 Companies on Next Week's Roster Undervalued by Their Target Prices Do you think these stocks will get the momentum they need from this earnings season to meet their target prices? |
The Motley Fool
August 17, 2005
Chris Mallon |
Your Best Investment Tool A watch list can be a huge help in making smart investment decisions. |
Financial Advisor
March 2006
Brad Zigler |
What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface. |
Financial Advisor
February 2008
Rebecca Pomering |
Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue. |
Investment Advisor
July 2007
Jeff Joseph |
Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in. |
The Motley Fool
August 7, 2007
Adam J. Wiederman |
Make a $2 Million Difference There's a factor that fund investors have been overlooking that can negate the lowered fees: the turnover ratio. |
Registered Rep.
January 1, 2003
Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
