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The Sapient Investor

What Should I Do with My Brokerage Cash? Thumbnail

What Should I Do with My Brokerage Cash?

Nearly all brokers are paying only .01% in interest on cash automatically swept into affiliated bank accounts. You can do much better, without taking on much incremental risk and without a lot of operational headaches. Here’s how.

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Managing Your 401k Thumbnail

Managing Your 401k

Here are some tips for how to get the best results in your 401k, along with links to many helpful resources.

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Value vs Growth Thumbnail

Value vs Growth

For the past couple of weeks, the prices of beaten-up value stocks (particularly financials, energy, and cyclicals) have been bouncing up well ahead of the former leaders, growth stocks (particularly technology). Is the “value effect” back? We look at the evidence.

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Don't Fight the Fed Thumbnail

Don't Fight the Fed

The Fed is pulling out all the stops to provide ample liquidity. Stocks have responded. That is likely to continue.

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Is Your IRA a Ticking Tax Bomb? Thumbnail

Is Your IRA a Ticking Tax Bomb?

Many investors may be surprised to learn just how much tax they will owe during their retirement years. Roth conversions can help reduce the tax bills.

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Don't Let Emotions Cloud Your Judgment Thumbnail

Don't Let Emotions Cloud Your Judgment

It’s tempting to let emotions influence your investment decisions. There is a lot of panicking going on right now. It’s times like these that allow those with sound investment disciplines to flourish.

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Should I Invest in a Global Macro Fund? Thumbnail

Should I Invest in a Global Macro Fund?

It’s difficult to find real-world assets that do a good job of diversifying basic stock and bond risks and still provide an attractive level of return. Global macro funds seem to offer at least the potential to fit the bill. This article graphically illustrates the potential benefit of adding a global macro fund to a typical 60/40 stock/bond portfolio: an ending wealth level that is 33% higher after 20 years with no increase in risk (volatility).

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SPHQ for Quality Thumbnail

SPHQ for Quality

The “quality” factor is one of the most common among the various “smart beta” factors popular today. This factor is very well-documented in the literature, and its long-term performance has been quite strong. Our research on tactical timing of factor exposures indicates that quality is likely to add considerably more return than average in the near term. Our favorite way to gain exposure to quality is through Invesco S&P 500 Quality ETF (SPHQ).

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