Tags » Portfolio Management

Falling Down the Rabbit Hole--Don't!

Many investors might be feeling a bit like Alice in Wonderland as they relate the feeling of fantastical events in today’s investment environment.  Similar to Alice, the boredom associated with the hum drum of market cycles often lull investors into ignoring signals of reality around them.   622 more words

Financial Literacy Boot Camp

volatility, non-correlation ...and beta

risk as volatility

Today is about volatility as a measure of risk.

It’s the standard academic method of assessment.  It has a certain initial intuitive plausibility.   389 more words

Stock Market

daily volatility, non-correlation ...and beta

My wife and I are in the process of hiring a financial planner.  While I think this is important to do, our search has brought me back into vivid contact with some of what I consider the nonsensical jargon of academic finance.   328 more words

Stock Market

SIPs getting popular

Active systematic investment plans (SIP) in the mutual fund industry has touched an all-time high of one crore, with about 88.43 lakhs SIPs in the active portfolio. 261 more words

PORTFOLIO MANAGEMENT

dividends in the US (iii): the 1990s

The most important factor in the performance (or lack thereof) of dividend stocks during the 1990s came at the end of the decade, during the Internet mania. 159 more words

Stock Market

dividends in the US (ii): the 1980s

The 1980s were the inverse of the 1970s as far as dividend stocks are concerned.

Dividends were back in!!

Three factors were involved:

disinflation

Paul Volcker was appointed as chairman of the Federal Reserve in 1979, with a mandate to break the inflationary spiral that was under way in the late 1970s–and which was poisn for dividend stocks.   266 more words

Stock Market