Author Archives: Andrew
Posted on May 14, 2012 by Andrew
The Market Barometer remains normal. The S&P 500 decreased by -0.6% in April, ending a three month positive streak. The international MSCI EAFE Index also moved lower with a -2.0% decrease for the month. During April, the average US active … Continue reading →
Posted on May 2, 2012 by Andrew
The Market Barometer remains normal. The S&P 500 increased for the third consecutive month, rising another 3.3% during March. The international MSCI EAFE Index moved slightly lower with a -0.5% decrease for the month. In March, the average US active … Continue reading →
Posted on March 13, 2012 by Andrew
The Market Barometer remains normal. The S&P 500 extended its January gains in February, rising another 4.3% during the month. The international MSCI EAFE Index moved higher with a 5.7% increase for the month. In February, the average US active … Continue reading →
Posted on March 13, 2012 by Andrew
Concentrating a portfolio on a few choice assets dramatically increases an investor’s chance of superior performance. Nonetheless, most advisors and investors shun portfolio concentration as unacceptably risky. To a great extent, this is driven by the myth that adequate diversification … Continue reading →
Posted on February 16, 2012 by Andrew
The Market Barometer remains normal. The S&P 500 rose 4.5% in January while the international MSCI EAFE Index moved higher with a 5.3% increase for the month. Average US active equity fund returns posted a 5.7% gain while international active … Continue reading →