A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street news trending on social media even amid an NFL playoff season is indeed an unusual event. So, what should investors make of these dramatic price movements? Read Dimensional's Wes Crill, PhD's article, "Gauging Market Expectations?," HERE. LEARN MORE Tesla's Charge Reveals Weak Points of Indexing Market Review 2020: Looking Back on an Unprecedented … [Read more...] about Gauging Market Expectations?
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. Read Dimensional's full article, "Market Review 2020: Looking Back on an Unprecedented Year," HERE. LEARN MORE SWP's Q4 2020 Market Review Slideshow SWP's Total Year 2020 Market Review Slideshow DISCLOSURES The information in this … [Read more...] about Market Review 2020: Looking Back on an Unprecedented Year
It may be easy to find an investment strategy that looks great in hindsight. It's more important to find ways to add value going forward. Read Dimensional's research paper, "The Right Thing, Not the Easy Thing," HERE. LEARN MORE An Exceptional Value PremiumUntangling IntangiblesWhy Worry About Survivorship Bias? DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient's background information only. It does … [Read more...] about The Right Thing, Not the Easy Thing
Over the 10 years from September 2010 to August 2020, a portfolio of the so-called FAANG stocks-Facebook, Amazon, Apple, Netflix, and Google's parent company, Alphabet-held in proportion to their market caps would have delivered an average annual return of 34.25% per year. That means on average, the value of the portfolio doubled about every 2.5 years. Given their great returns over the last 10 years, what is our best guess of how the FAANG stocks will do over the next decade? Read … [Read more...] about Investing in FAANG Stocks: Should You Expect Unexpected Returns?
Join us on Friday, September 18 at 11 AM MST for insights on current markets and long-term investing from Dimensional Fund Advisors. Dimensional's Mark Gochnour and Jake DeKinder offer a perspective on different market segment returns during 2020, including value and growth stocks, and give historical context to recent performance. They also discuss how past economic events have impacted the financial markets and highlight the importance of thinking long term to pursue expected … [Read more...] about You’re Invited! Value vs. Growth: Past, Present, and Future Webcast
This year's turmoil has inflicted hardships on some firms while presenting opportunities for others—and the stock market is behaving as we might expect. Read Dimensional's Weston Wellington's essay, "Is the Stock Market Divorces from Reality?," HERE. DISCLOSURES This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. Named securities may be held in accounts managed by Dimensional. The … [Read more...] about Is the Stock Market Divorced From Reality?