I'm Looking For

Articles

book Asset Class
Jeff Troutner

Equius Principles: Portfolio Structure Matters, Part 2

06.07.2021

Last month, I wrote about the importance of portfolio structure at the...

book Asset Class
Jeff Troutner

Equius Principles: Portfolio Structure Matters, Part 1

04.29.2021

Since 1993, Equius has followed a set of foundational investing principles based...

book Basic Investing
TJ Troutner

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

03.23.2021

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to...

book Asset Class
Jeff Troutner

Keep Investing!

03.23.2021

Every year, I update a unique investment image I call the Index...

book Asset Class
Jeff Troutner

Hurray for the Short Sellers

02.25.2021

As many of you know, I have been a consistent critic of...

book Advanced Investing
TJ Troutner

Flexibility in Practice: How We Handled GameStop

02.12.2021

Althea Trevor, CFA Head of Equity Portfolio Strategists and Vice President at...

book Asset Class
Jeff Troutner

The Turn

02.01.2021

Small cap and value stocks have surged over the last few months...

book Advanced Investing
TJ Troutner

Tesla’s Charge Reveals Weak Points of Indexing

01.19.2021

Index additions and deletions are typically a routine affair, but the recent...

book Asset Class
Phil Jonckheer

Let’s Take a Deep Breath. Take Two.

12.24.2020

On March 24, Jeff and I penned letters offering perspectives on the...

book Advanced Investing
TJ Troutner

The Seductive Nature of Fat Tail Distributions

12.22.2020

Market prices have shown us that certain companies have benefited from the...

book Advanced Investing
TJ Troutner

Dimensional Fund Advisors – The Right Thing, Not the Easy Thing

12.15.2020

“If you torture the data enough, it will confess to anything.” –...

book Basic Investing
TJ Troutner

A November for the Record Books

12.14.2020

November was one of the best months for a diversified asset class...