Which sector returns were better last year, healthcare stocks or utilities? There’s no question that both had great years, up 25.26 and 28.94 percent respectively, compared to 13.66 percent for…
…revenues. That’s somewhat forgivable for a new company, though, because they are plowing money into their technology and trying to solidify their competitive advantage. When we evaluate a company’s profitability,…
…Bund Slump Turns Volatile.‘ The first thing I did was pull up the year-to-date performance of his current fund, the Janus Global Unconstrained Bond Fund (ticker: JUCIX, which I presume…
The junk bond market was under pressure again yesterday, but managed to finish off of their worst levels. The high yield market was roiled again after one hedge fund, Lucidus…
…two companies, it makes sense that a more diversified pool of bonds would be less volatile than an un-diversified portfolio. The other factor to consider is the other main risk…
There’s apparently plan floating around Washington that would dramatically change capital gains taxes, in my opinion, for the better. I try to be impartial about political matters (not always successfully,…
…(commodities, real estate, bitcoin, etc.), the inverted version of this last chart illustrates how important stocks are to the equation, even though stocks don’t do well with inflation spikes. As…
…fund and then request grants to your favorite charities from the fund. Compared to direct giving, donor-advised funds are convenient because you can just make one or two contributions (of…
…is one of the big surprises of the year, rates fell dramatically and the longer the bond, the better your portfolio looked. In 2013, when rates rose, it was just…
…peruse their results on page nine if you click here. Similarly, I found that the California Public Employees Pension System (CalPERs) publishes the returns for their private equity investments (click…
