Start-up, private companies are beginning to offer Read the rest of this entry »
An analogy is a comparison between two things.¬† Analogies have Read the rest of this entry »
As in most choices, there are plusses and minuses to an index creation.¬† Apple represents about 3% of the S&P 500 as a market-cap weighted index.¬† If, however, the S&P 500 Index was an equally-weighted index it would only represent 0.2%.¬† Big difference.¬† Apple would no longer “drive” the index, reducing one’s exposure to large cap stocks.
The equally-weighted index would, however, be subject to the volatility of smaller cap stocks.¬† Either approach – in different times – would outperform the other, of course.¬†¬†¬† From a practical¬†perspective, however, the fees related to the equally-weighted indices have been greater than market cap weighted indices.¬† Fund managers must constantly monitor and rebalance the fund to keep the equal weighting, which seems to tilt in favor of market-cap weighted indices.
President Obama’s 2014 budget proposes a cap on what Americans can save – in their Read the rest of this entry »
Small cap stocks have performed well in 2013, just as they have since the market bottom in March 2009.¬† In fact, they have Read the rest of this entry »
AAPL’s stock has not performed well lately.¬† GOOG’s, on the other hand, has.¬† Bottom line, it is tough Read the rest of this entry »
The stock market is at or near all-time highs….and the march upward Read the rest of this entry »
Stock markets are at or near all-time highs.¬† Hurrah, for now.¬† The VIX – or fear/volatility index – is also at or near Read the rest of this entry »
This last week there was a mad dash to file patents.¬† Why?¬† Read the rest of this entry »