Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at FNDX last week (0415-0419)?

Weekly Report: what happened at FNDX last week (0408-0412)?

Weekly Report: what happened at FNDX last week (0401-0405)?

Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar?

Four Reasons To Consider Value Investing Now

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

Weekly Report: what happened at FNDX last week (0325-0329)?

Dividend ETF Breakdown: VIG, SCHD, VYM and others

Weekly Report: what happened at FNDX last week (0318-0322)?

Schwab Fundamental U.S. Large Company Index ETF declares quarterly distribution of $0.2846

FNDX: Large Inflows Detected at ETF

Weekly Report: what happened at FNDX last week (0311-0315)?

Beyond The Magnificent Seven: Looking For Opportunities In Value Stocks

Schwab AM changes fund name for 11 Fundamental Index ETFs, mutual funds

Charles Schwab AM changes fund name for 11 Fundamental Index ETFs, mutual funds. A total of 12 Schwab Fundamental IndexETFs and mutual funds will be changing indexes and 11 of them will have new fund names. The changes will be effective on or about June 21, 2024.

Weekly Report: what happened at FNDX last week (0304-0308)?

SPTM: A Solid But Unnecessary Total Market ETF

SPTM tracks the S&P 1500 Composite Index, providing investors with low-cost exposure to approximately 90% of the U.S. Stock market. An initial profitability screen means SPTM is a higher-quality ETF than competitors like VTI and ITOT. SPTM has a 92% overlap with S&p 500 Index ETFs. A better approach is to use market-cap-weighted funds for large-cap stocks.

The 60/40 Portfolio: Still A Viable Strategy?

Is Schwab Fundamental U.S. Large Company Index ETF (FNDX) a Strong ETF Right Now?