CEO, Alpha Architect

The Alpha Architect mission is to empower investors through education. We are a research-intensive asset management firm focused on delivering sophisticated tax-efficient active ... more

ALL CONTRIBUTIONS

Women In Alternative Investments: ‘Leveraging Diverse Perspectives’
With change happening at an unprecedented pace, it is fitting that alternative investment firms are strategically focused on leveraging diverse perspectives in these disruptive times.
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Buyback Blackout Periods Do Not Negatively Impact Market Performance
The October 2018 market correction where the S&P 500® Index fell by 7%, its worst October since 2008,(1) left investors searching for a culprit.
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HH Discipline: A Necessary Condition For Successful Investing
What does kite flying have in common with investing?
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Weekly Recap: Factors, Opportunity Zones, And Hedge Funds
Examining the returns to U.S. stock broken down by size and (2) factors; Opportunity Zone - a must read for those with low basis securities; and Hedge Funds and their role in reducing mispricing.
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Weekly Recap: Affiliated Funds And Diversification
This week Ryan and I discuss two topics. First, we discuss a paper examining the performance of bank affiliated mutual funds. Second, we examine a post by Larry Swedroe on diversification.
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Asset Diversification In A Flat World
Diversification is a fundamental principle of prudent investing due to its ability to mitigate/minimize risks. In fact, it has been called the only free lunch in investing because, done properly, it can reduce risk.
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STOCKS I FOLLOW

IWD iShares Russell 1000 Value Index Fund
VLUE iShares Trust - iShares MSCI USA Value Factor ETF
VXX iPath S&P 500 VIX Short-Term FuturesTM ETN

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