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Introducing our new portfolio review service for professionals

    The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering.   As anyone who’s read The...

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StockTok — a backwards step for financial education

    Some call it StockTok, others FinTok. But whatever you choose to call it, the rise of Generation’s Z’s version of #FinTwit is a cause for alarm. Of course, there’s sensible advice on there if you look hard enough. But, the focus...

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Another sign that market efficiency is increasing?

  By JOACHIM KLEMENT   Much to the chagrin of value and contrarian investors everywhere, markets in the Western world have increasingly been dominated by momentum effect. It seems sometimes as if momentum investing is the only way to beat the market these...

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Should investors be optimists or pessimists?

To be a successful long-term investor you need the right balance of both pessimism and optimism.

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The only way to be a buy-and-hold investor

  This tale is part of LARRY SWEDROE’s Investor Tales series. Unless otherwise specified, the tales are hypothetical scenarios, designed to educate the reader on investment principles.   In early 2000, Cathy called Brenda to invite her to an investment seminar sponsored by her...

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Why active will continue to underperform

  By PATRICK CAIRNS   Twice a year, every year, the SPIVA (S&P Indices Versus Active Funds) scorecards across the world show the same long-term results: most active equity managers under-perform, most of the time. For example, the most recent mid-year scorecard for...

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Why cap-weighting dominates

  There are all sorts of ways to construct an index. Equal weighting has its fans. Alternatively you can weight by factors — size, value and so on. If you really wanted to, you could build an index of listed companies with female...

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