Risk is a commonly used term when it comes to investing, and its importance cannot be overstated. While we cannot control the returns that we get from our investments, we can and should manage the risk very carefully. As I have written before (Don’t Overlook the Risk of your Investments), there are many different types…
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Here’s a simple question: which asset class has better historical returns, stocks or one-month U.S. treasury bills? That’s pretty much a no-brainer. Most anyone would tell you the answer is stocks. And they’d be right. Since 1926 treasury bills have returned a paltry 3.5% annually on average, vs. over 10% for the S&P 500. That’s…
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The Orlando Sentinel reported that the Walt Disney Company retirement plan committee is facing a class-action lawsuit for offering the Sequoia Fund in its portfolio of investment choices for employees. Why? Because Sequoia lost 7.3% last year and is down over 13% this year, mostly due to one bad investment: Valeant Pharmaceuticals. Over the last…
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