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Frequently “Oaked” Questions

October 14, 2020You Asked, So We’ll Answer   FOQ: What are these “fang” stocks? Short: It’s “FAANGM” these days…Facebook, Apple, Amazon, Netflix, Google and Microsoft. Long: The media loves a nickname, and so this group of the premier tech companies in the U.S. now has one. It was originally just “FANG” (coined by Jim “Mad Money” Cramer, with no Apple or Microsoft), but an extra “A” was an easy addition to honor the world’s largest company. Apologies to Microsoft, but an “M” just doesn’t quite fit anywhere. Yet, it’s size and influence demanded inclusion too. So you’ll see “FAANGM” all over CNBC ... Read More

Is All This Volatility Normal?

September 22, 2020The short answer: yes. But let’s add some perspective. You may read a lot about volatility – or how much the market goes up and down – being the “new normal”. Covid surely isn’t helping any. But this “new normal” is simply normal. Volatility has been an integral part of the investing experience since the very beginning. As a perceived risk, it’s one of the reasons stocks have produced, and are expected to produce, higher returns than less volatile assets like bonds and cash. Risk equals reward, as they say.      Over the years, we’ve had it better, we’ve had ... Read More

The Election: How to Position Your Portfolio

July 28, 2020Depending on the winner of the presidential election, there’s something you’ll absolutely want to do with your portfolio. If Biden wins, you should… …do nothing. But on the other hand, if Trump wins, you should… …also, do nothing. Were you expecting a big secret? An actionable insight? Your portfolio doesn’t care who wins, because there hasn’t been much of a difference throughout history. This graph illustrates the point. It details how the US markets have done under each scenario back to the very first election (For this discussion, we’re omitting any other once-prominent parties. Apologies to any Whig party sympathizers!): ... Read More

Last 77 Days: Economy Down, Market Up…Huh?

June 9, 2020Why This Happens   Since March 23rd, as you read this, unemployment has jumped off the charts (even after Friday’s report). More businesses have shuttered permanently. GDP forecasts have soured. The decline in industrial production was worse than any time during the Great Depression. Confirmed world corona cases have soared from 335,000 to 6,931,000. Deaths, from 14,700 to 401,000. All after March 23rd. Here’s an extremely, if not ridiculously, crude chart of all that bad news, alongside the return of the S&P 500 during that time: That’s a 44% gain for the S&P. To quote John’s mom, “It just doesn’t ... Read More

The Holy Grail

The Holy Grail is understanding what determines expected return. Leveraging quality proven data is key.

A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.