WisdomTree’s Data on High Dividend, Quality Dividend Growth
Wisdom Tree has a small article on their Dividend Indexes. Wisdom Tree did the hard work crunching the US stock data with Shiller. The dividend …
Passive Investing
Timing Your Investment Into US Small Cap Value Based Upon Market Value is Quite Useless.
I got into more research on the returns data surrounding a portfolio of small-cap value stocks recently. Specifically, how would your returns look if you …
The Returns of the Largest Companies tend to Suck After They Became the Largest.
Wes Crill, the head of investment strategists at Dimensional, brought to our attention some interesting changes in Russell Investments’ latest reclassification of stocks. Two and …
Why a 60/40 Balanced Portfolio Is So Defensive
I always wonder why people say the 60/40 balanced portfolio is dead. But for most people, a low-cost balanced portfolio should be the default investment …
S&P 500 versus the MSCI All Country World Index and the Dimensional All Country World Research Index.
A response after I published the returns comparison between the S&P 500 and MSCI World index is whether the returns profile will look different if …
S&P 500 vs MSCI World: Comparing Short and Long-Term Performance
One of my friends asked me how MSCI World performed against the S&P 500 in the past. He was deciding whether there is a solid …
JPGL vs IFSW vs Dimensional Global Core vs SWDA – 22-year Performance Showdown Comparison
In some of the articles on Smart Beta in the past, I shared that with the additional risk that you take by investing in the …
The Performance of International Stocks was on Par with USA before 2010
Recently, I heard on a podcast that if we cut off the performance comparison between international stocks and the US to before 2010, you will …
Reviewing MoneyOwl’s Three CPF Portfolios
Since launching its bionic advice service in 2018, MoneyOwl has slowly added the necessary financial offerings so that consumers have cost-effective and sound tools to …
Could Actively Managed Funds Outperform Passively Managed Funds Over Longer Term?
Recently, I had to do some profiling of local unit trusts to identify whether there are some funds with good long term performances. If we …