Investors understand intuitively that some stocks are riskier than others. The capital asset pricing model attempts to quantify the common perception of risk using a term called beta. By understanding ...

Each month, I provide an update to my four dividend growth model portfolios that includes portfolio beta and other volatility-adjusted metrics, such as the Sharpe Ratio. Recently, I was asked by a few ...

Recent market volatility has opened up valuation divergences between very similar CEFs, creating opportunities for switches or outright holds. This offers income investors an opportunity to pick up ...

There are many approaches to managing risk. One of the more popular methods is “targeted relative volatility” where a portfolio tries to match the volatility of a benchmark. Unfortunately, because ...

As we emerge from the pandemic, we do so having changed profoundly in light of the experiences of the past two years. Capital markets are no different. They, too, have emerged quite different than ...

Spot ether exchange-traded funds (ETFs) are expected to begin trading in the U.S. this year. The highly anticipated debut has investors positioning for higher volatility in the ether {{ETH}} price ...

Last week I introduced ETFs that offer some hope to turbulence-scarred equity investors. It really is possible to reduce volatility, and the amount of return we have to sacrifice may not be nearly as ...