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- The Key to Investment Success:Understanding Low Correlations
- The article talks about the managing investments; the phrase "bear market" doesn't adequately capture how it really felt. It considers the stocks that were among the most widely held by investors at the beginning of the year display right — indeed, some of the best and largest companies in America....
- White papers 2003-01-01
- ETFs Finish In First Place
- Article discusses the concept of Exchange-traded funds and states that they represent a growth industry. ETF net assets grew 20.2% in last few years. Over the period, the ICI reported, stock mutual fund assets suffered a 15.5% decline. Admittedly, the ETF asset base is much smaller. ETFs have been around...
- White papers 2002-05-01
- Sharpe And To The Point
- The Sharpe Ratio is a "compact" statistic for simultaneously considering risk and return. It is compact in that its calculation is (1) very straightforward and (2) it does not involve obscure variables. Devised by William Sharpe, it is calculated as shown below by dividing the excess return of an asset...
- White papers 2001-10-01
- Survivor : Fund Liquidations In 2001
- This article gives an insight look to the status of fund's liquidation. It states that many mutual funds with heart-breaking performance records exist so long as they attract and retain enough assets. In addition, many very small funds remain afloat for years simply because their families can afford to operate...
- White papers 2003-01-01
- When Less Is More (What Is The Value Of A Mutual Fund Manager's Tenure?)
- What is the value of a mutual fund manager's tenure? Do they improve with experience or are they merely an expensive adornment? In short, does a fund manager with more time at the helm "manage" a portfolio any differently than a manager new to a fund? Article provides the explanation...
- White papers 2003-01-01
- Is Bigger Better? Analysis Of Funds' Size And Performance
- When a gold-medalist gymnast gained four pounds one week prior to the Olympics games in Sydney, her coach immediately delisted her from the team. Despite her constant pleas, the coach simply told her that the new added weight would hamper her performance. She repeatedly assured him that she would be...
- White papers 2003-01-01
- Investing In Real Estate Investment Trusts
- Article discusses the investment performance in turbulent market. It states that in last few years of negative returns, real estate investment trusts REITs are outperforming most other sectors of domestic equity markets. It discusses the factors help to explain why the stocks of REITs and other publicly traded real estate...
- White papers 2000-11-01
- Mutual Fund Tax Efficiency
- Mutual fund performance is commonly measured in gross (i.e. pre-tax and pre-inflation) returns. Unlike inflation, the impact of taxes on equity returns varies widely among investors. While some investors have a high marginal tax rate, others have a very low one. Inflation, on the other hand, is uniform in its...
- White papers 2000-12-01
- Back To Basis
- Article explains the clients' mindset. Since the term "basis" may not be on the tip of the client's tongue, one may find himself counseling clients regularly about the planning opportunities available to investors who are interested in the concept of basis and willing to use it to their advantage. In...
- White papers 2000-11-01
- Monte Carlo Simulation - Are Your Boots In The Water?
- Monte Carlo simulation is a mathematical technique that uses probabilities of occurrences to generate a range of possible answers to problems. This article talks about an incident that where software companies are touting its benefits and the advisor community is locked in a debate as to the mathematical accuracy of...
- White papers 2003-01-01
- Laddering A Bond Portfolio Will Substantially Reduce Your Client's Exposure To Interest Rate Volatility
- Many advisers purchase bonds and bond funds as a part of their clients' comprehensive investment portfolios. They are attracted because of their perceived safety and high yields. Of course, not all bonds and bond funds are the same. Investors are consistently lured by high yields into high-risk bond strategies, only...
- White papers 2001-06-01
- Sharpening The Sharpe Ratio
- The question that article address is what happens when "excess returns" head south? Well, investors start bailing out and the Sharpe ratio is harder to interpret. Excess return is typically calculated by subtracting the T-bill rate of return from the asset being analyzed. The higher the Sharpe ratio the better....
- White papers 2003-01-01
- Index Funds: Made from Concentrate
- This article states that whether large cap U.S. equity index funds really very different? In this article, three well known index funds: Vanguard Index 500, Schwab 1000, and Vanguard Total Stock Index are considered. As a reminder, the Vanguard Index 500 seeks to replicate the performance of the Standard &...
- White papers 2002-08-01
- Mutual Fund Cost Factors: Benchmarking Change
- This article explains the inconsistent annual performance of many mutual funds, their annual expense ratios are quite predictable. Thus, while performance is variable, the cost of performance is essentially a constant. Article in short talks about the recent equity market downturn may be linked to non-trivial increases in turnover ratio...
- White papers 2003-03-01
- New Horizons: Introducing Exchange-Traded Bond Funds
- From the time the bull market in equities ended in March 2000 to September 2002, the Lehman Brothers aggregate bond index climbed 29% while the Wilshire 5000 equity index tumbled 44% (returns cover the period 3/31/00 to 9/30/02). This article explains the treasury notes and bonds fared well because low...
- White papers 2003-01-01
- The Surprising Benefits Of Rising Interest Rates
- Article discusses the effect of rising interest rates on bond portfolios. It states that bond investors who have made the investment for the income purpose earn more benefits from higher interest rates. Indeed, income generation is perhaps bonds' biggest advantage over other assets. The fact is, when interest rates rise,...
- White papers 2003-04-01
- How To Shop For Bonds : Pricing Munis On The Internet
- The focus of the article is how to use the Internet to obtain pricing information when shopping for municipal bonds. Buying municipal bonds is a little like buying a car—an informed buyer shops around, and is ready to do some comparison-shopping. Probably no aspect of investing in municipal bonds is...
- White papers 2003-04-01
- What You Need To Know About Investing In Municipal Bonds
- Municipal bonds are the only sector of the bond market where the primary buyers are individual investors. The chief attraction of munis municipal bonds is that they are exempt from federal taxes. If a person is a resident of the state issuing the bonds, they are also exempt from state...
- White papers 2002-10-01
- Putting Together A Portfolio Of Municipal Bond Investments
- This is one of the articles in a series of three dealing with municipal bonds. It highlights some of the choices one need to make when investing in municipal bonds such as how to determine which maturities best fit financial objectives, comparing premium bonds, discount bonds, and zero-coupon bonds; and...
- White papers 2003-02-01
- The Fund Funnel
- The universe of U.S. equity funds does indeed seem large, which can be a problem inasmuch as too many choices can be very bewildering (e.g. trying to decide which camera to purchase). This research suggests that by applying several fundamental filters the relevant set of funds can be quickly reduced...
- White papers 2003-11-01
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