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Investments
Return Stacking Explained – Greater Returns With Lower Risk?
Return stacking refers to applying a modest amount of leverage to a diversified investment portfolio of different asset classes in an attempt to ratchet up expected returns while simultaneously potentially lowering or at least…
Book Review: A History of Financial Technology and Regulation
A History of Financial Technology and Regulation: From American Incorporation to Cryptocurrency…
A Rebuttal To The Money Guy Show’s Awful Take on Factor Investing
My long comment on their video got flagged or removed automatically, presumably because I included several links as evidence. It can't fit in a tweet, so I've pasted it below.Here's the video in question. The factor discussion is the…
Do the Best Equity Fund Managers Follow the Bond Market?
There is an old adage on Wall Street: To succeed as an equity fund manager, follow interest…
AVGV ETF Review – Avantis All Equity Markets Value ETF
AVGV is a new ETF from Avantis that is a single fund solution for the global stock market investor who wants to go all in on Value stocks. It's not trading yet, but let's review the info we've got so far.Disclosure: Some of the links on…
Partnering for Impact: Institutional Investors and the Net-Zero Transition
Brian Minns, CFA, will speak at the Climate Risk and Returns Conference from CFA Institute,…
Avantis Files for 6 New ETFs
Last Updated: April 8, 2023 No Comments – 2 min. readAvantis filed for 6 new ETFs on March 21, 2023 – AVGV, AVDS, AVMG, AVTD, AVTV, and AVLC. I briefly summarize them here.Disclosure: Some of the links on this page are referral links.…
ChatGPT: Copilot Today, Autopilot Tomorrow?
For more on artificial intelligence (AI) applications in investment management, read The…
Rental Properties vs. Investing in the Stock Market
Disclosure: Some of the links on this page are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me…
Book Review: The Little Book of Picking Top Stocks
The Little Book of Picking Top Stocks: How to Spot the Hidden Gems. 2023. Martin S. Fridson,…