Value investing has historically been a winning strategy… but it’s been a rough couple of years. So… is value dead? Should we all just buy the S&P 500 and be done? The rumors of value’s death have been greatly exaggerated. Larry Swedroe wrote am excellent piece on the subject this month, Don’t Give Up On...Read More

The following is an excerpt from The 10 Best Stocks to Invest In for No-Doubt Dividends, originally published on Kiplinger’s. The legendary George Soros would reportedly reshuffle his portfolio whenever he would get back spasms. Whether it was his subconscious mind’s way of telling him he needed to make portfolio changes… or simply ridiculous superstition…...Read More

The following is an excerpt from a presentation I gave this week: [embeddoc url=”https://charlessizemore.com/wp-content/uploads/2018/04/Presentation.pptx” viewer=”microsoft”]  Read More

Growth stocks — and specifically large-cap tech stocks led by the FAANGs — have utterly crushed value stocks of late. It’s been the dominant theme of the past five years. Even the first quarter of 2018, which saw Facebook engulfed in a privacy scandal, saw growth outperform value. Value stocks in general underperformed, and the...Read More

Tadas Viskanta continued his Blogger Wisdom series by asking “What ETF, if it were launched tomorrow, would you invest in with little (or no) hesitation? Said another way what asset class or strategy is not currently effectively available in an ETF wrapper?” Here was my answer: “Frankly, there isn’t one. We arguably have a bubble...Read More