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Investor demographics: how wealth, age and gender affect decisions
By LARRY SWEDROE To determine whether investor demographics provide information as to the holdings of their portfolios, Sebastien Betermier, Laurent Calvet, Samuli Knüpfer and Jens Kvaerner, authors of the February 2022 study What Do the Portfolios of Individual Investors Reveal About the Cross-Section of Equity Returns?, examined the stockholdings of 365,000...
Market history teaches us the value of patience
By CRAIG LAZZARA With the first half of 2022 in the books, commentators have noted that this year’s -20.0% total return for the S&P 500 is the worst January-June result in more than 50 years. Painful as the first six...
The risks of highly concentrated equity portfolios
By LARRY SWEDROE While investing entails taking risks, investors need to distinguish between good risk and bad risk. Good risk is the type that you are compensated for taking in the form of greater expected returns. For example, equities are...
Which types of stocks have fared best in 2022?
2022 has not been a good year for equities so far. But some segments of the market have actually fared much better than others. ANU GANTI from S&P Dow Jones Indices has been having a close look at how different types...
Learning from the Russian share ban
Index funds have become forced sellers of the Russian stocks removed from major benchmarks since the invasion of Ukraine. In effect it has been a crowded fire sale. So how can a recurrence be prevented? For MARK NORTHWAY, there’s scope...
Gaming ESG fund performance to attract assets
By LARRY SWEDROE Although investment returns are important to investors, interest in environmental, social and governance (ESG) strategies has been on the rise. That interest has been accompanied by a boom in funds catering to the demand. In June 2013,...
Should long-term investors pay lower fees?
Long-term investing is a win-win. It’s good for investors — and also for the companies they invest in. But the focus of most investors is on the short term. That’s partly down to market noise and partly the seductive nature of...
