Join investors who get actionable, evidenced-based wealth management insights delivered directly to their inbox.
Subscribe
(240) 880-1938
Day

June 9, 2014

Factor Tilts Of ‘Larry Portfolio’

//
Comment0
/
Categories
In a Dec. 23, 2011 article, New York Times columnist Ron Lieber wrote about my personal investment strategy, which can be described as a low-beta/high-tilt (to small and value stocks) portfolio. I want to circle back to it to illuminate...

Read More →

Small Value Funds Aren’t Equal

//
Comment0
/
Categories
Vanguard is clearly the leading provider of index fund products. Dimensional Fund Advisors is also the clear leader in its “space,” managing about $350 billion in assets in what we might call structured asset class portfolios. (Full disclosure: My firm...

Read More →

Commodities Can Diversify Risk

//
Comment0
/
Categories
The 2006 publication of Gary Gorton’s and K. Geert Rouwenhorst’s study “Facts and Fantasies about Commodity Futures” spurred an increase in the interest of using the asset class of commodities to enhance the performance of financial portfolios. In fact, commodity...

Read More →