Tag Archives | investment returns

Rebalancing Your Portfolio: Staying on Course in Volatile Times

The saying “May you live in interesting times” is reputed to be an ancient Chinese curse. While the actual origin of this aphorism is in dispute, the saying itself is quite appropriate today. The past few years have seen spikes in volatility, dramatic swings in returns, and economic and political uncertainty. Beyond the emotional challenges […]

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The Perils of Market Timing

Missing just a few days of high returns in the stock market can substantially erode long-term performance. The harsh reality of market efficiency has not stopped speculators and other traders from attempting to read the future. On paper, market timing offers a seductive prospect: By predicting market direction ahead of time, a trader might capture […]

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Missing Opportunity

Apple stock has been an incredibly profitable investment. Stories about winners like Apple encourage many investors to seek the next Apple. The issue is that identifying the next big winner ahead of time is not a consistently profitable investment strategy. In fact, the majority of professional investors who attempt that strategy underperform a simple indexed […]

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Risk, Volatility and Opportunity

The current renewed volatility in financial markets is reviving unwelcome feelings among many investors – feelings of anxiety, fear, and a sense of powerlessness. These are completely natural responses. Action on those emotions, though, can end up doing us more harm than good. The increase in market volatility is an expression of uncertainty. The sovereign […]

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