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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The Pension Dilemma

America’s largest pension fund, the California Public Employees Retirement System (CALPERS), reported a 1% return on its investments for the 12 months that ended June 30, 2012.  This disappointing...

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Emerging Market Indexing

Let’s say you want to build your own stock market index fund based on the S&P 500. Easy: download a list of all the companies in the index--from 3M (MMM) to Zions Bancorp (ZION) and their market...

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Sector Watch: Spotlight on BioTech

The challenge for many investors who are trying to diversify their portfolios is finding sectors or asset classes that don’t move in tandem together. One sector that has moved up—even as many...

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The Collapse of the American Net Worth

Many of you are painfully aware of how many friends or family members are out of work, now under-employed, or who have lost their homes. Geoff Considine, a leading contributor to the Portfolioist,...

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Proving the Value of Risk Management in Retirement Planning

The Wall Street Journal’s recent article, “Same Returns, Less Risk” discusses different approaches to managing portfolio risk while maintaining exposure to potential returns available from stocks...

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How Much Risk Should A 65-Year-Old Take?

Stacy Schaus, Executive Vice President at PIMCO and her colleague, Ying Gao, recently wrote a white paper titled, “Loss Capacity Drives 401(k) Investment Default Evaluation” that tackles some of...

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The Case for Dividend-Focused Investing

Morningstar’s recently published article called “Our Favorite Dividend ETFs for 2012” makes the case for investing in stocks on the basis of dividend yield.  I also recently published an article...

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Why Doesn't Everyone Use Passive Investing?

If passive investing is so successful, why is it that so few investors actually use this approach to construct and manage their portfolios?

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The Facebook IPO: Why Gambling with Your Portfolio Rarely Pays Off

In the academic finance world, it’s fairly common to find comparisons of investors to gamblers and certain types of stocks have been referred to as ‘lottery tickets.’ I’ve found that this...

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The Most Common Mistake Investors Make

Each year, the research firm DALBAR publishes their Quantitative Analysis of Investor Behavior.  Every year, the results show that individual investors are their own worst enemies.

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