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 ...

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 ...

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 ...

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 ...

Fees are Low compared to funds in the same category. Vanguard Global Minimum Volatility Fund has an expense ratio of 0.21 percent. Risk is Below Average compared to funds in the same category ...