…years, the fund has still outperformed by 1.53, 0.92 and 0.69 percent per year respectively. Last year, when the bond market faltered and the fund underperformed, the fund lost $40…
…categories compared to their indexes (as denoted by EUR for Europe and GBP for the UK). Here’s a link to the full report if you want to make sure that…
…the fees on the Rydex fund have hurt returns. In the three years that ended yesterday, the S&P 500 was up 17.59 percent. An index fund that charges 0.05 percent…
…that the returns for his fund between 1985 and 1995 was around 50 percent (before fees, which were substantial, but still, that’s high). The book actually details, in a very…
…would mean selling Japanese yen and buying Japanese stocks and bonds, for example. Managed futures are a form of trend following that attempt to own stocks, bonds, currencies and commodities…
…go hand in hand, there should be a higher return to compensate for the additional risk. Some reasons that make small companies fundamentally riskier than large companies are that they…
…makes more sense given our $1.2 billion in assets under management. My apologies for the error. – David Last week I commented on the genius of John Wanamaker who, over…
…(and sales pitches) is focused on new technologies: big data, artificial intelligence and machine learning. I don’t pretend to be an expert on these matters, but here’s how I understand…
…expenses in the US, but earns all of their revenues overseas. In this case, the revenues, expenses and pretax profits are the same. However, the pure exporter gets a credit…
…the ticker symbol: CUBA. The Herzfeld Caribbean Basin fund doesn’t invest in Cuban stocks because as a Communist country, there are no Cuban stocks! The fund does invest exclusively in…
