Getting the Same Return With Less Risk – The Power of Factors

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Model Shadow Stock Portfolio: Why Quarterly Reviews Still Make Sense The Model Shadow Stock Portfolio has been reviewed quarterly to determine stock sales and additions since its inception dating back to 1993. In a world of 24/7 communications and interaction, the notion of waiting…

 

Do the Top ETFs Continue to Outperform?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Recent Performance Influences Fund Choices A mutual fund’s recent returns and its relative performance significantly influence whether investors choose to buy or hold onto the fund. The magnitude of these returns and whether the fund is already owned also plays a role. Data shows…