Enterprising Investor
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Enterprising Investor
5h ago
Portfolios that include both productive and scarce assets can deliver similar performance to the S&P 500 with less risk than those that hold only productive assets ..read more
Enterprising Investor
5h ago
Small-cap companies are poised for a rebound. The sector is best approached through an active investment strategy where expertise and a deep understanding of the individual businesses and their risk-and-reward characteristics are necessary for success ..read more
Enterprising Investor
3d ago
Are investment returns random across time as Burton Malkiel suggests in his book, A Random Walk Down Wall Street? There is notable disagreement on this topic. This research finds that practitioners may need to rethink their portfolio optimization routines ..read more
Enterprising Investor
3d ago
There is strong evidence that most “rich families” will be poorer after several generations. Some of the reasons for this are systemic like taxes. But most factors that diminish a family’s wealth over generations are the choices that heirs make ..read more
Enterprising Investor
6d ago
Governments relish mingling in markets. Yet, if past policies are any guide, taxpayers are being shortchanged ..read more
Enterprising Investor
1w ago
Smart rebalancing rules help portfolio managers capture more of the return that is inherent in their factor strategies. Concentrating on “priority best” trading improves factor portfolio performance ..read more
Enterprising Investor
1w ago
IFRS 18 responds to investors' concerns about challenges in comparing companies' financial performance ..read more
Enterprising Investor
1w ago
Meir Statman shares his insights on the broader aspects of financial well-being and its interconnection with life satisfaction ..read more
Enterprising Investor
2w ago
Stephen Foerster, CFA, extracts lessons from exceptional episodes in financial history that ordinary investors and seasoned professionals alike can put to profitable use. The bonus is that you'll be entertained from start to finish ..read more
Enterprising Investor
2w ago
No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback ..read more