If you had to spend $1,000 would you rather give it to the government or to charity? [Read more…] about Leverage the Tax Benefits of Your Donations With NAP Credits
Academic research has found 3 strategies, or factors, that have historically outperformed the S&P 500. Small caps and value stocks were covered in previous posts. The third factor, price momentum, will be discussed here.
Price Momentum – You Need to Get to Know Her
Back in my college days, a good friend of mine and I would always try to set each other up on blind dates. If I used the term “great personality” early in the description of the young woman, then he always assumed she wasn’t attractive. It got to be such a running joke that as soon as one of us said “I’ve got someone I’d like you to meet”, the other would immediately respond with “How’s her personality?” [Read more…] about 3 Investment Strategies That Beat the Market (Pt 3)
Academic research has found 3 strategies, or factors, that have historically outperformed the S&P 500. The first is that smaller companies (aka small caps) tend to outperform larger companies. The next factor that excels over long periods is value. The third factor, price momentum, will be covered in a future post.
Value Investing – If it’s Good Enough for Warren…
Value investing is one oldest methods for investing in stocks. Benjamin Graham, known as the father of value investing, wrote one of the first academic textbooks on value investing with his seminal “Security Analysis”, first published in 1934. He followed that up with “The Intelligent Investor”, a classic bestseller which Warren Buffett has called, “By far the best book on investing ever written.” [Read more…] about 3 Investment Strategies That Beat the Market (Pt 2)
In a Nutshell
- U.S. stock markets spent the first 6 weeks of the year continuing the slide which began last quarter. They then turned around and spent the rest of the quarter gaining back everything they had lost. However, sectors which lagged the market last year led the recovery.
- Bonds bucked the December Fed rate hike and steadily gained in value.
- International stocks were mixed. After lagging significantly in 2015, Emerging markets outpaced Developed markets this quarter.
- Commodities stabilized and were led by Gold, which had its biggest quarterly gain in 30 years.