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The previous two posts on alpha and beta being used as a measure of performance may lead you to think that alpha and beta would be a terrific way to choose investments. What’s not to like? Two easy to understand metrics which will allow you to take a look at a manager or a stock, […]
So, now you know how to calculate beta and figure out how volatile your portfolio or individual stocks have been relative to the market. Essentially, a backwards looking statistic on how much “risk” (more appropriately how much volatility) you took on in the last x-periods with x being how ever far back you decided to […]
You may all have noticed the new tags on the site with “Covestor” listed. Basically, it’s a trade-sharing service which seeks to gives investing enthusiasts a way to establish an investment track record by both providing a third-party validation of returns as well as reporting of conventional portfolio performance metrics. I’ll discuss the site more […]
Last week we discussed the value of dividends in down markets as well as in stock returns overall. The conclusion was reached that investing in dividend paying stocks offers a terrific balance of income and stability which is important in down markets and has a positive effect on a portfolio in the long term.
For those […]
While I’m of the camp that believes that the subprime meltdown will be relatively contained and that the economy and the stock markets will get through this current correction without a collapse in prices, there’s really no way to know for sure. The last few weeks may triggered profit taking or stop losses in your […]
After the last post on correlation between stocks, you might have been thinking that this all seems to be leading to a post on the importance of diversifying your stock portfolio. But, in actuality, my intention is to blow a big hole in all the “Diversify, Diversify, Diversify” rhetoric that has long been fed to […]
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