A recent WSJ article, “Taking a Random Path to Stock Riches”, touched on a number of key Fifth Set PWM investment principles around stock picking.
Much of Fifth Set’s investment philosophy is drawn from the academic research findings of University of Chicago Professor Eugene Fama. A 2013 Nobel laureate in
Much has been made of the recent performance of large U.S. technology stocks. In particular, the performance of the FAANG[1] stocks has captured the imagination
On February 19th, 2020, the S&P 500 index closed at 3,386.15. That marked the highpoint before the COVID-19 pandemic and subsequent global economic collapse drove
That was the title of a keynote address given by Vanguard founder John Bogle in February 2005. For Bogle, a prominent evangelist of low-cost investing,
How we, as investors, define “the market” can obscure actual investment experiences. To illustrate, look at the following four measures of 2020 year-to-date returns through
From March 24th, 2020 through May 26th, 2020, the stock market, as measured by the S&P 500, returned 36%. That is not typo. Over the same period of time, we have seen a torrent of terrible economic news. For example, on April 24th, the Congressional Budget Office (CBO) released updated economic forecasts that included the following:
From February 20th, 2020 through March 23rd, 2020, the S&P 500 plummeted 34%. Concerns about the human and economic impact of the Coronavirus drove stock
Since our March 9th note placing current market volatility in context, the market, as measured by the S&P 500, has continued to see major swings
Why not sell out and get back in when things are calmer? That is the question many investors are asking as the Coronavirus-provoked market volatility
Ian A. Post, CFA, CFP®
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