Investor Education

Global Diversification Still Requires International Securities

  • Investors often ask if globally diversified stock portfolios are necessary when the US stock market has many multinational companies or those earning revenues from non-US countries.

  • INVESTMENT PRINCIPLES, ASSET ALLOCATION, EQUITY INVESTING

Winning at Tennis and Markets

  • Stocks are like tennis: Even having just a marginal winning percentage can lead to long-term success.

  • INVESTMENT PRINCIPLES

Looking to Stick the Landing? Shake Off the Volatility.

  • The US stock market has been on a winning streak, so some investors may have been jolted when the S&P 500 fell more than 6% from July 31 to August 5. The Cboe VIX Index, a measure of US stock market volatility, reached 65.7 on August 5. This was its highest level since the COVID-19 pandemic and the largest one-day increase since 1990.

  • EQUITY INVESTING, INVESTMENT PRINCIPLES, MARKET VOLATILITY

The Big Picture When It Comes to Small Caps

  • Talk of the size premium has skewed negative recently over its performance in the US, where small cap stock indices have underperformed their large cap index counterparts over the past two decades.

  • EQUITY INVESTING, INVESTMENT PRINCIPLES

“Fortune” Features David Booth Op-Ed on the Value of Uncertainty in Markets

  • Dimensional Founder and Chairman David Booth recently contributed an op-ed to Fortune about the role uncertainty can play in investment success.

Do Markets Care Who Runs Congress?

  • Should you change your investments according to which party wins a majority on Capitol Hill?

  • EQUITY INVESTING, INVESTMENT PRINCIPLES, MARKET VOLATILITY

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