Tag Archives: portfolio
The Investor’s Guide to the Low Volatility Anomaly
Kudos to Tadas (like how that sounds) at Abnormal Returns for his recent blogging and book about what’s know as the low volatility anomaly. Simply, accepted theory is that higher volatility stocks (ie riskier) should perform better than lower volatility ones over time. You know, the old risk-return tradeoff. The thing is that in practice, … Continue Reading
Investing on the edge: Weekly update on tech, social media and investing (May 22, 2012)
Subscribers (free) to my newsletter received the following this week. It’s my best-shot at providing an overview on important research and new investment strategies new technologies, apps, and platforms for investors insights into the behavior of investors changes in the investment business Subscribe here to signup. Investment Products How fund firms are luring advisors to … Continue Reading
Will the future of wealth management really be “virtual”?
I’ve been chatting with a few friends over the past couple of days about which model will prevail for wealth management in years to come. 2 sides to the argument Essentially, there are 2 sides to the argument: virtualists: The virutalists are banking on a future where investment advisors will prospect, deliver advice, and service … Continue Reading
Creating a popular investment strategy marketplace – with Matthew Klein
Today’s Internet means unprecedented accessibility and transparency for investors — a huge opportunity to learn from and invest like some of the smartest and most talented investors. One place this is clearly manifested is at Collective2.com, a marketplace of trading strategies. Whether you’re a publisher or a consumer, a writer or reader — investors can … Continue Reading
FutureAdvisor launches free investment app — with cofounder, Bo Lu
The future for a lot of investors is through online advice — automated applications that scan our portfolios and make recommendations to lower fees and optimize our holdings. Launching today, FutureAdvisor will do just that, for free. Focused on long term, cost-conscious investors, the web app monitors holdings, bubbles up ways to save on fees, … Continue Reading
