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99.93% of Active Stock Funds Underperform Over Five Years

99.93% of Active Stock Funds Underperform Over Five Years

CC By – SA Image: 090712_GWArsenal16_clover Courtesy of Flickr user miahalf Skilled fund managers should easily identify stocks as too cheap or expensive, or...
Performance Envy Diminished by Better Benchmarks and Other Factors

Performance Envy Diminished by Better Benchmarks and Other Factors

Jason Zweig’s recent Wall Street Journal article “Give Yourself an Investing Makeover,” discussing the transformation of Guy Spier’s investing habits, piqued my interest....
Finding Your Inner Investment Alpha Dog for 3% Extra Performance

Finding Your Inner Investment Alpha Dog for 3% Extra Performance

Eddie Chloe Between Eddie, our Beagle-German Shepard mix, and Chloe, our Catahoula Leopard mix, it is Eddie—despite his sweet disposition and a 20-pound...
Low Interest Rates Got You Down? Performance Between Stocks and Bonds

Low Interest Rates Got You Down? Performance Differences Between Stocks...

Right now it’s hard to find an investment that makes money. Safe bonds earn paltry interest and banks pay next to nothing on...
Rebalancing during “traumatic market events”- the whole or half the story?

Rebalancing during “traumatic market events”- the whole or half the story?

At a recent Fortune 200 Ernst and Young (E&Y) workshop for employees (and spouses, such as myself), the presenter recommended maintaining an asset allocation...
Historical “Growth of Investment” Charts: More than Meets the Eye

Historical “Growth of Investment” Charts: More than Meets the Eye

The growth of a $1 investment chart, a touchstone for many in the investment advice business, is a source of investment wisdom: ...
International Stock Allocation: Is Home Market Bias Affecting Your Portfolio?

International Stock Allocation: 0%, 20%, 50%, or None of the Above?

In my last blog posting, “Is it Safe?” I provided a solid rationale for diversifying overseas, despite current headlines. Still, an ongoing stream...
Diversifying Internationally - Is It Safe?

Diversifying internationally: “Is it safe?”

Turmoil and uncertainty in international stock markets, particularly in the Eurozone, may have you feeling as exasperated and perplexed as Dustin Hoffman in the...