Investors understand intuitively that some stocks are riskier than others. The capital asset pricing model attempts to quantify the common perception of risk using a term called beta. By understanding ...

Recent market volatility has opened up valuation divergences between very similar CEFs, creating opportunities for switches or outright holds. This offers income investors an opportunity to pick up ...

Nasdaq-100 ended April with a 15.7% monthly gain. Into the second week of May, NDX has tacked on another 4.5%. When index ...

There are many approaches to managing risk. One of the more popular methods is “targeted relative volatility” where a portfolio tries to match the volatility of a benchmark. Unfortunately, because ...

As we emerge from the pandemic, we do so having changed profoundly in light of the experiences of the past two years. Capital markets are no different. They, too, have emerged quite different than ...

Just one day separated Nvidia nearly stealing Apple’s crown as the most valuable company in the world and the company shedding roughly $149 billion in market value. A swing like that is enough to make ...

Last week I introduced ETFs that offer some hope to turbulence-scarred equity investors. It really is possible to reduce volatility, and the amount of return we have to sacrifice may not be nearly as ...

Ethereum's ether {{ETH}} token, which has been in the shadows of bitcoin BTC $74,763.62 for a long time, is now becoming the new favorite. Data from TradingView shows that the spread between Volmex's ...

The investment seeks to provide long-term capital appreciation with lower volatility relative to the global equity market. The fund invests primarily in U.S. and foreign stocks that are expected to ...

Investors understand intuitively that some stocks are riskier than others. The capital asset pricing model attempts to quantify the common perception of risk using a term called beta. By understanding ...