The Geometric Blog
The election and your portfolio
Last week, we emailed our clients to address anxiety over the upcoming election and its potential impact on their portfolios. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
The economy does not equal the stock market (in the short-term)
Earlier this week, we emailed our clients to review the lessons learned from the unprecedented market volatility of the past few months. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
Tax loss harvesting – how, when, and why we do it
Tax loss harvesting (TLH) refers to selling investments that are worth less than their original purchase price in order to realize (or “harvest”) the capital loss. The realized losses can be used to offset certain income[1], resulting in a lower tax bill.
Rebalancing client portfolios – how, when, and why we do it
Each of our clients has a specific allocation target for every asset class and category in which we invest. An example might be the following[1]:
The argument against Dollar-Cost Averaging (DCA)
In most situations, we discourage clients from Dollar-Cost Averaging (DCA; also referred to as “averaging in”) lump sums of excess cash that are available for long-term investing.
Updated thoughts on the Coronavirus / market decline
As the market continued to swing wildly — mostly downward — at levels not seen since the financial crisis, we sent updated thoughts to clients on March 12th. Below is the entirety of that email.
Thoughts on the Coronavirus / market decline
Earlier this month (on March 2nd), we emailed our clients to discuss the onset of the recent stock market decline. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
Why we “tilt” portfolios towards small cap and value stocks
There have only been a handful of truly monumental “discoveries” in the history of investment theory. The three-factor model, developed in 1992 by Nobel Laureate Eugene Fama (University of Chicago) and Professor Kenneth French (Tuck School of Business, Dartmouth College), is on that short list.
Thoughts on the recent market decline
Earlier this week, we emailed our clients to discuss the recent stock market decline. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
How you will (probably) feel when the market (eventually) crashes
Nobody can predict the short-term direction of the stock market, and it is not something we would attempt. Still, we can be confident that the stock market will crash again at some point in the future.