ALL PROGRAMS
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February 12, 2021
AVOID MARKET TIMING
- Historical evidence shows market timing leads to significantly lower returns than buy and hold strategy
- Market timing also leads to increased volatility
- “…the volatility of investor returns is higher than the corresponding volatility in nearly all specifications.”
- “Specifications’’ considered: individual stocks, stock mutual funds and stock indexes in U.S. and major international markets
- Increase ...
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February 12, 2021
Nurture or nature? T. Rowe Price’s asset allocation thought leader, Sébastien Page reflects on the influence his Finance Professor father had on his career path.
PORTFOLIO DIVERSIFICATION’S FAILURE TO PROTECT IN BEAR MARKETS CALLS FOR A NEW STRATEGY
February 12, 2021
Part 1 of 2
Portfolio diversification has not offered much protection in recent bear markets which is why T. Rowe Price’s Sébastien Page says going beyond diversification is key to investment success.Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy
February 12, 2021
This page is here for technical reasons. Please click here for the episode page.
Dreifus: Build Focused Portfolios That Beat The Market
February 5, 2021
This page is here for technical reasons. Please click here for the episode page.
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February 5, 2021
TAKE SOME RISK OFF THE TABLE
- Market Conditions Flashing Caution
- Winning By Losing Less: A Tried And True Approach
- Trim Some Of Your Most Elevated Holdings
DREIFUS: BEHAVIORAL PANDEMIC CHANGES
February 5, 2021
Working from home more will be a permanent effect of the pandemic experience for legendary investor Charlie Dreifus, but what about company visits, travel, colleague interactions? He discusses some of the behavioral changes he sees ahead.
ROYCE SPECIAL EQUITY FUND’S LEGENDARY CHARLIE DREIFUS EXPLAINS HIS “WINNING BY LOSING LESS” STRATEGY
February 5, 2021
Legendary investor Charlie Dreifus’ half a century of deep-dive accounting work has helped him build focused portfolios that beat the market over multi-year periods by losing less.
2021’S FINANCIAL TO-DO LIST WITH MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ
January 22, 2021
Part 2 of 2
Morningstar’s personal finance guru, Christine Benz continues an annual WealthTrack tradition: an updated financial to-do-list for a new year.Financial To-Do List For A New Year [2021]
January 22, 2021
This page is here for technical reasons. Please click here for the episode page.
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