Warren Buffet once said that, “diversification is protection against ignorance”. Of course, the other side is true as well: strategies that aren’t adequately diversified run a substantially higher risk of ruin. The goal of this paper is to find a useful approximation for portfolio size that a. increases the potential for alpha (return over benchmark) … Read more
WELLESLEY, MA – May 17, 2021 – Julex Capital Management, LLC., has announced that its quantitative TrueAlpha™ Small Cap strategy is ranked Five Star for its three-year record in the Small Cap Blend category. “We are pleased that our strong performance has been recognized by Morningstar,” says Dr. Henry Ma, CFA, President and Chief Investment … Read more
With rates having been so low for so long, savers have been hurt by the lack of available safe income in the market. Conventional wisdom says that these savers will either be pushed into risker assets or forced to take the historically low interest rates offered by low-risk debt. A more novel solution is also … Read more
Two of the major concerns investors have today are inflation and interest rates. With short-term rates so close to zero, many income-focused investors have found it challenging to generate enough income to meet their investment goals. Taking on duration risk to increase their yield is especially undesirable as bonds will lose value when interest rates … Read more
WELLESLEY, MA – February 26, 2021 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, for Q4 2020. Dynamic IncomePSN “TOP GUNS” RATINGFor Q4 Performancein the Core Fixed, ETF US Fixed Income and Intermediate Core Fixed Income … Read more
February 1st, 2021 Stocks performed relatively strongly today. The Dow gained 230 points or 0.8%, putting it back in the 30,000 range. The S&P 500 gained 1.46% and Nasdaq gained 2.18%. Gamestop fell 21.32% after rising over 400% the previous week as Redditors turned their attention to silver, which reached an 8 year high(CNBC, 2021). … Read more
January 25th The Dow fell 1.19% to below 31,000, the S&P 500 fell 0.8%, and Nasdaq fell 0.93%. However, earlier today, Nasdaq had a record high, rising by 1.06% to 13,700. Losses in stock values for American Express(down 3.8%) and Intel(down 3.7%) dragged the market lower. Biden Plans to Increase Federal Spending on American Goods … Read more
January 19th, 2021 US stocks have been pushing upwards today. The Dow rose 0.44% and S&P 500 rose 0.6%. Ten-year Treasury yields climbed back to 1.1% and the dollar weakened. Goldman Sachs and Bank of America shares slipped even after profits were reported to be strong. Janet Yellen’s Confirmation Hearing Janet Yellen is poised to … Read more
President-elect Biden will officially take office on January 20th. With both congress and presidency under the control of the Democrats, the COVID relief measures and economic policies are expected to change significantly. It will be interesting to explore the implications of the potential changes on stocks markets. COVID Relief Measures Biden plans to pass another … Read more