Reports

Market Timing Costs Investors Big: Dalbar

28th Nov, 2016

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Market Timing Costs Investors Big: Dalbar

From: thinkadvisor.com

Dalbar’s annual study of investor behavior shows that self-directed investors work against themselves largely by chasing the market.

Investors are their own worst enemy, or so is the conclusion of Dalbar’s 22nd annual Quantitative Analysis of Investor Behavior study that compared equity fund returns of directed investments versus the market benchmark. This year’s study found that in 2015, investors returns came in at -2.28% for…

Downside protection when investors need it the most

15th Nov, 2016

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Seeking diversification to help mitigate the effect of volatility on their portfolios, investors often consider REITs, commodities, and hedge funds, but overlook high-quality bonds, which just might be the Rodney Dangerfields of the investment world. They don’t get any respect.

This chart demonstrates various investments’ track records during turbulent periods for equity markets. By sorting monthly equity returns into deciles and examining the worst periods, we find that high-quality bonds have proved to be one…

WFP Income Fund Announces a 7.52% Net Annualized Return through 1st Quarter 2016

6th Jul, 2016

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WFP Income Fund Announces a 7.52% Net Annualized Return through 1st Quarter 2016

From: wilshirefp.com

The WFP Income Fund, managed by Wilshire Finance Partners, paid investors a 7.52% net annualized non-compounded return through the first quarter of 2016. The net annualized compounded return for the first quarter of 2016 was 7.56%. The net annualized compounded return for the fund since its inception on September 23, 2013 through March 31, 2016 was 8.65%.

The…