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The Chart Room

The S&P 500 Remains Relevant at 60

Writing for Morningstar, Kevin McDevitt, CFA, takes a close look at the history of the S&P 500. He analyzes what has made this index relevant to investors over the last 60 years. He also considers why a true rival has never supplanted its importance.

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Warren Buffett Bet $500K That Hedge Funds Couldn’t Beat a Vanguard Index Fund

Nine years ago, Warren Buffett gave the hedge fund world a challenge. He took a gamble that an unmanaged S&P Index Fund would out-perform a collection of well-managed hedge funds over a 10-year period. Was he right?

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Endowment Sweepstakes: How Tiny Houghton College Beat Harvard

Harvard’s Endowment Fund recently announced that it will lay-off 230 employees due to lagging performance. Harvard’s situation is not unique. The National Association of College and University Business Officers recently reported that many endowments under-performed for fiscal year 2016. One exception of note is Houghton College in Houghton, New York.  A recent article written by James Stewart for the New York Times outlines Houghton’s investment strategy and how it compares to other institutions.

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It’s Time to Ignore Advice About Which Stocks to Buy in 2017

Writing for the New York Times economics and politics website “The Upshot,” Damon Darlin analyzes the 2016 stock picks of several experts. How did they stack up to the S&P Stock Index? What insight could it provide for 2017 investments?

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Zen and the Art of 401(k) Maintenance

How often should you look at your retirement account statements? Writing for the New York Times, Ron Lieber investigates this and other behavioral finance questions by analyzing a 2014 Fidelity study on the topic.

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These Timeless Investing Principles Made Warren Buffett Rich

In an opinion piece for MarketWatch, Professor Lawrence Cunningham looks at Warren Buffett’s investment style. In particular, he looks at Buffett’s strategy of investing with a “margin of safety.”

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How to Survive a Bear Market? It’s Not How You Think

WSJ’s E.S. Browning joins MoneyBeat to explain that while markets have been pushing into record territory, investors should always be ready for a downturn, and a potential bear market.

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Why Mutual Fund Managers Are Having a Bad Year

In this article, Ross Kerber of Reuters explores why 85% of active large-cap stock funds are lagging their benchmarks. Kerber explains how active managers are trying to attract attention to capture and retain business.

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Rules of the Fund Road

“Watch the fees and don’t look back.” This quote is the take away from an article in the New York Times which details the findings of a recent Morningstar study that shows how low-cost funds are more likely to succeed.
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The Illogic of Active Trading

More insight on behavioral finance from Carl Richards.
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