International Stocks vs. U.S. Stocks International stocks have not done well recently compared with U.S. stocks. The 2024 return of international stocks (as measured by the MSCI World ex USA Index) was just under 5%, lagging by nearly 20 percentage points the return of U.S. stocks (as measured by the MSCI USA Index). And the […]
International Stocks and Recency Bias Read More »
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.
We unpack the pros and cons of typical three-bucket portfolios, including the potential behavioral benefit and costs.
Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios Read More »
If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many clients continue to search for “expert” market outlooks in hopes of positioning their portfolio to outperform.
THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE. Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is
Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging Read More »
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from —21% to —80%
Bulls, Bears, and Long-Term Benefits of Stock Investing Read More »
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