Education
How Market-Cap and Equal-Weight Indexes Differ
Market-cap and equal-weight indexes hold the same constituents but weight them differently, and the weighting rule alone has produced documented return and risk…
Author
Peter Almeida
Peter Almeida covers Property, Education and Property News.
Articles by Peter Almeida
Education
Loss Aversion and Recency Bias in Investing
Loss aversion and recency bias are two of the most extensively documented decision biases, and each appears in portfolio behavior in measurable, repeated ways.
Education
How Expense Ratios Compound Over Time
An expense ratio repeats every year on the entire balance, so its true cost is the forgone growth on every dollar deducted, not the headline percentage.
Education
What a Mutual Fund Prospectus Must Disclose
A mutual fund prospectus is the legal document that federal securities law obliges a fund to give investors, and its sections follow a required order rather…
Education
How to Read a Fund Fact Sheet Section by Section
A fund fact sheet compresses a fund's performance, risk measures, holdings, and fees into a short standardized document, and each section answers a different…