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David Booth

Worried About Stocks? Why Long-Term Investing Is Crucial

214
by David Booth
Wednesday, May 25, 2022

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment ...Read More

Article Library

  • Dimensional Fund Advisors

    Singled Out: Historical Performance of Individual Stocks

    283
    by Dimensional Fund Advisors — Wednesday, May 18, 2022

    Many investors end up holding large concentrated positions in single stocks, whether as the result of employee compensation or a handsomely rewarded stock selection. Familiarity with these stocks or a successful track record while holding them may discourage investors from ...Read More

  • Brad Steiman

    Paradox of Skill

    24,099
    by Brad Steiman — Updated: Monday, April 25, 2022

    Manager selection is a process that requires analyzing noisy performance data, so it should lean heavily on the notion of statistical ...Read More

  • murray@ifa.com

    2022 Q1 Market Review

    612
    by Murray Coleman — Monday, April 18, 2022

    Here is a review of the most recent quarter's results for IFA Index Portfolios and representative ...Read More

  • Dimensional Fund Advisors

    Navigating Geopolitical Events

    979
    by Dimensional Fund Advisors — Friday, February 25, 2022

    Russia's invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Dimensional's systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their ...Read More

  • murray@ifa.com

    Factor Investing in Bonds

    5,553
    by Murray Coleman — Updated: Monday, February 7, 2022

    Research by Dimensional Fund Advisors looks at key drivers of long-term returns in fixed-income ...Read More

  • Dimensional Fund Advisors

    Will Inflation Hurt Stock Returns? Not Necessarily.

    859
    by Dimensional Fund Advisors — Wednesday, February 2, 2022

    Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.A look at equity performance in the past three decades does not show any reliable connection between periods of ...Read More

  • murray@ifa.com

    2021 Q4 Market Review

    1,208
    by Murray Coleman — Monday, January 24, 2022

    Here is a review of the most recent quarter's results for IFA Index Portfolios and representative ...Read More

  • Mark Hebner and Murray Coleman

    Eugene Fama: One of A Kind

    30,846
    by Murray Coleman — Updated: Wednesday, January 19, 2022

    Here is a comprehensive listing of research done by one of the prominent academics in the field of financial ...Read More

  • Dimensional Fund Advisors

    Myth-Busting with Momentum: How to Pursue the Premium

    1,777
    by Dimensional Fund Advisors — Wednesday, November 10, 2021

    Nearly 30 years after its formal discovery, the appeal of stock price momentum remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US, as validation for investing in momentum-focused ...Read More

  • Dimensional Fund Advisors

    CAPE Fear: Should Investors Be Concerned With Market Valuations?

    1,857
    by Dimensional Fund Advisors — Monday, November 8, 2021

    Investors often look for signals indicating whether it’s a good time to get into or out of the market. Market valuation measures, such as the cyclically adjusted price-to-earnings (CAPE) ratio1 of Campbell and Shiller (1998), are frequently portrayed as indicators to ...Read More

  • Dimensional Fund Advisors

    The Surprising Dividends of Transformed Investing

    1,789
    by Dave Goetsch — Wednesday, October 27, 2021

    I’ve been working in sitcom writing rooms for the past 25 years, and one of the most discussed, and least understood, topics is investing. To be in one of those rooms means that you have already beaten odds. In success, the financial benefits can be fast and ...Read More

  • murray@ifa.com

    2021 Q3 Market Review

    1,956
    by Murray Coleman — Thursday, October 21, 2021

    The evidence supporting global portfolio diversification mounted in 2021's third ...Read More

  • Dimensional Fund Advisors

    When It's Value vs. Growth, History Is on Value's Side

    2,165
    by Dimensional Fund Advisors — Updated: Tuesday, October 5, 2021

    There is pervasive historical evidence of value stocks outperforming growth stocks. Data covering nearly a century in the US, and nearly five decades of market data outside the US, support the notion that value stocks—those with lower relative prices—have higher ...Read More

  • Dimensional Fund Advisors

    Will Inflation Hurt Stock Returns? Not Necessarily.

    1,789
    by Dimensional Fund Advisors — Updated: Wednesday, September 22, 2021

    Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.A look at equity performance in the past three decades does not show any reliable connection between periods of ...Read More