My favorite articles are listed below. In hand-picking the commentaries for this list, I sought out a mix of articles that covered various aspects of investing strategies and portfolio management.
Managing Your Portfolio in Difficult Markets
- by Charles Rotblut, CFA
Strategies to keep you focused on the long term in the face of tough market conditions.
Being a Contrarian Means Thinking Differently
- by Ken Fisher
Contrarians don't take the opposite view of the consensus, but think differently, act independently and question assumptions.
Why Buy Bonds If Interest Rates Will Rise?
- by Hildy Richelson and Stan Richelson
Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise.
When It's Time to Transfer Financial Decision-Making
- by Robert R. Johnson and David A. Littell
Failing to plan for a transfer of financial responsibilities can undo years of careful plans. Actionable steps to protect you and your heirs.
FINANCIAL STATEMENTS ANALYSIS
Valuing a Company Based on Its Revenues
- by Charles Rotblut
The price-to-sales ratio is considered to be one of the "cleanest" valuation multiples; it is also more tied to profit margin than you may realize.
Stocks With Low Price-to-Book Ratios
- by John Bajkowski
Profitable companies whose price-to-book ratios rank in the bottom 10% of all stocks.
How to Read a 10-K Filing
- by Charles Rotblut
This annual report, required by the SEC, offers insight into a company's business and the potential risks shareholders may face.
MUTUAL FUNDS & EXCHANGE-TRADED FUNDS
The Top ETFs Over Five Years: Health Care Remains on Top
- by Jaclyn McClellan
The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs.
Building a Balanced Portfolio: An Unconventional Allocation
- by Alex Shahidi
A four-asset-class portfolio weighted by volatility performs as well as a traditional 60/40 portfolio, but with less volatility.
Stocks: An Underappreciated Asset Class in Retiree Portfolios
- by Stuart Ritter
Even in retirement, it is important to maintain a large allocation to stocks.
Simple Methods to Improve the Piotroski F-Score
- by Wesley R. Gray, Ph.D.
Altering the profitability variables, adjusting for net equity issuance and seeking operational momentum can improve this value strategy.