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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

What to Consider When Creating a Diversified Investment Portfolio

Building an investment portfolio is a very personal process. Before jumping into a variety of different asset classes and market sectors, you need to first determine your overall goals and your...

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The Decline of Pensions Leads to Greater Reliance on IRAs and 401(k)s

Over the last several decades, there’s been a gradual decline of pension plan availability in the United States. There was a time when people worked longer and collected less in overall pension...

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6 Reasons Why You Don’t Want to Invest Like a Professional Trader

As everyone with a computer knows, the web is shoulder-deep in brokerages, services, and publications that promise to help you invest just like the pros. That’s no surprise. It’s a logical step in...

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The Cost of Performance Chasing

As the market rally persists, many investors will no doubt be kicking themselves and wishing that they had bought in earlier.  Some will convince themselves that they better get on board or risk...

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Being a Weather Contrarian

Every year when the forecasts for the hurricane season are issued, there have been a spate of articles on implications for investors.  This year was no exception.  USA Today reported that U.S....

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Perpetually Out of Step

There is increasing evidence of big flows of money into equities and leaving bonds.  This is being seen at all levels in the market, including among institutional investors such as pension plans. ...

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The Changing Universe of Public Companies

A new article in Knowledge@Wharton highlights a body of research that suggests that the universe of public companies is very different than in the past.  There are, for example, 44% fewer...

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Be Entertained by the Stories; Trust Only the Data

All of us who work in the financial markets have seen narratives like it thousands of times and said something like it ourselves almost as often.  From Alan Abelson in the current Barron’s:

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Housing Prices and the Economy: Is There Any Good News?

New data shows that housing prices are not improving.

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Beyond VIX: The Outlook for Market Risk

A couple of notable statistics pertaining to current market conditions are VIX and implied volatility numbers for the S&P 500 and other major market indexes.  For those who are not familiar with...

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