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Investing Research Articles

92 Research Articles

A Few Notes on The Gone Fishin’ Portfolio

In the preface to the 2021 edition of his book, The Gone Fishin’ Portfolio: Get Wise, Get Wealthy…and Get on With Your Life, Alexander Green sets the following goal: “[S]how readers the safest, simplest way to achieve and maintain financial independence. …I’ll cover the investment basics and unite them in a simple, straightforward investment strategy… Keep Reading

Weekly Summary of Research Findings: 2/4/19 – 2/8/19

Below is a weekly summary of our research findings for 2/4/19 through 2/8/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.

Seasonal Timing of Monthly Investment Increments

A subscriber requested evaluation of three retirement investment alternatives, assuming a constant increment invested at the end of each month, as follows: 50-50: allocate each increment via fixed percentages to stocks and bonds (for comparability, we use 50% to each). Seasonal 1: during April through September (October through March), allocate 100% of each increment to… Keep Reading

Overcharging for Target-Date Funds?

Target-date funds (TDFs) are popular fund-of-funds retirement investments that offer asset class diversification and periodic rebalancing aimed at a specific retirement year. TDFs typically charge layers of fees (fund-of-funds fee plus fees of underlying funds). Can investors do better themselves? In their October 2020 paper entitled “Off Target: On the Underperformance of Target-Date Funds”, David… Keep Reading

A Few Notes on A Random Walk Down Wall Street

In the preface to the eleventh (2015) edition of his book entitled A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing, author Burton Malkiel states: “The message of the original edition was a very simple one: Investors would be far better off buying and holding an index fund than attempting to buy and sell individual securities… Keep Reading

A Few Notes on Adaptive Asset Allocation

In the introductory text for Part I of their 2016 book, Adaptive Asset Allocation: Dynamic Global Porfolios to Profit in Good Times – and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: “…we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging… Keep Reading

Weekly Summary of Research Findings: 12/4/23 – 12/8/23

Below is a weekly summary of our research findings for 12/4/23 through 12/8/23. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.

Lifecycle Funds Guard Against Upside Volatility?

Are target‐date (glidepath) funds that periodically decrease (increase) allocation to stocks (bonds and cash) as the investor ages competitive with alternative strategies? In his February 2013 paper entitled “The Glidepath Illusion: An International Perspective”, Javier Estrada evaluates three alternative types of strategies, all based on a working life of 40 years with annual retirement fund contributions… Keep Reading

Weekly Summary of Research Findings: 10/30/23 – 11/3/23

Below is a weekly summary of our research findings for 10/30/23 through 11/3/23. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.

Weekly Summary of Research Findings: 5/8/23 – 5/12/23

Below is a weekly summary of our research findings for 5/8/23 through 5/12/23. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.