Financial Theory Articles

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  1. A Guide to DIY Portfolio Management

    These are some of the pillars needed to build a DIY portfolio.
  2. What Investors Need to Know About Returns in 2016

    Last year wasn’t a great one for investors seeking solid returns, so here are three things we believe all investors need ...
  3. Icahn's Bet on Cheniere Energy: Should You Follow?

    Investing legend Carl Icahn continues to lose money on Cheniere Energy, but he's increasing his stake. Should you follow ...
  4. The Biggest Risks of Investing in Qualcomm Stock (QCOM, BRCM)

    Understand the long-term fundamental risks related to investing in Qualcomm stock, and how financial ratios also play into ...
  5. 4 Things That Make a Stock a Risky Bet

    Risk is everywhere and when it comes to stocks it can take many forms. From price risk to volatility risk, there’s a lot ...
  6. New Year, New Investing Strategy: Exploring ETFs

    Whether you’re a seasoned investor or new to the markets, you need to learn as much as you can about the present environment ...
  7. 3 Things That May Happen at FOMC Meeting

    We are keeping a close eye on what the Fed will say about economic outcomes and participants’ viewpoints at the FOMC meeting ...
  8. 3 Charts All Investors Should See

    Given the abysmal start to the year, the defining question is whether this is another painful but temporary correction, or ...
  9. How Globalization Affects Developed Countries

    The increase in communications technology has companies competing in a global market.
  10. Avoid These Stock at All Costs Right Now (TWTR)

    If you bet on these stocks to appreciate over the next year, then you're gambling. There are much easier (and safer) ways ...
  11. Rise of the Co-Investment in Hedge Funds

    Learn about the rise of co-investment deals among hedge funds. See how these high-risk and high-reward opportunities are ...
  12. Are These the Top Biotech Stocks of 2016?

    These three biotech stocks are likely hold up better than their peers in 2016.
  13. (XBI, FBT, IBB) 3 Bond ETFs in the Biotech Sector

    Learn about the top biotechnology ETFs, such as the SPDR S&P Biotech ETF, the First Trust NYSE Arca Biotech ETF and the iShares ...
  14. Consumer Defensive Stocks: Are These 2016's Best?

    These eight consumer defensive stocks meet strict objective parameters for top-tier investment potential in 2016.
  15. What Saudi-Iranian Tensions Mean for Oil Prices

    The recent break in diplomatic relations between Saudi Arabia and Iran adds complications to the already chaotic environment ...
  16. 4 Financial Fitness Tips for 30-Somethings

    When it comes to investing, your retirement plan could be considered the core of your financial well-being. Here we tell ...
  17. The Top 5 Core Bond Funds for 2016

    Learn about mutual funds that are appropriate for core bond holdings. Read about how the expense ratios for mutual funds ...
  18. Top 3 Resilient Stocks for a Bear Market

    These three stocks offer resiliency and safe dividends in a bear market.
  19. Will Chinese Equities Continue to Slide in 2016? (FXP, YANG)

    Chinese equities started 2016 by plunging. Is this just the beginning?
  20. The Top 5 Large Cap Biotechnology Stocks for 2016 (AMGN, BIIB)

    Discover the top five biotechnology stocks for 2016. Learn each company's main revenue drivers and what factors cause their ...
  21. The Top 5 Penny Stocks for 2016 (CRIS, AG)

    Obtain information on five of the most promising penny stocks that investors may want to consider buying going into the New ...
  22. Why Junk Bonds Will Yield Extreme Risk in 2016

    A look at how the risks will outweigh the rewards of investing in high-yield bonds in 2016.
  23. How Advisors Can Make Sure Clients Diversify

    A look at how advisors can help clients build properly diversified portfolios to balance risk and return.
  24. What Are the Pros and Cons of Fixed-Income ETFs? (BND, AGG)

    Like all investments, fixed-income ETFs have their pros and cons. But do the advantages outweigh the disadvantages?
  25. VCIT: Vanguard Intermediate-Term Corp Bd ETF

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed analysis of the fund's characteristics, ...
  26. BND: Vanguard Total Bond Market ETF

    Learn about the Vanguard Total Bond Market exchange-traded fund, its primary portfolio holdings and risk/reward profile based ...
  27. FXI: iShares China Large-Cap ETF

    Learn about iShares FTSE/Xinhua China 25 and its asset allocation and how investing in this fund comes with heightened risks ...
  28. SCO: ProShares UltraShort Bloomberg Crude Oil ETF

    Find out about the ProShares UltraShort Bloomberg Crude Oil ETF, the characteristics of the inverse ETF and the suitability ...
  29. TZA: Direxion Small Cap Bear 3X ETF

    Find out more about the Direxion Daily Small Cap Bear 3X ETF, the characteristics of TZA and the suitability of the Direxion ...
  30. IHI: iShares US Medical Devices ETF

    Learn about the iShares U.S. Medical Devices exchange-traded fund, its characteristics, suitability and recommendations for ...
  31. Learn Simple And Compound Interest

    Interest is defined as the cost of borrowing money, and depending on how it is calculated, can be classified as simple interest ...
  32. The Unsung Pioneers Of Finance

    We all know names like Rockefeller, but there are other influential pioneers of finance in America's history.
  33. VTI: Vanguard Total Stock Market ETF

    Learn how the Vanguard Total Stock Market ETF provides an extremely diversified exposure to the entire universe of US securities ...
  34. PJP: PowerShares Dynamic Pharmaceuticals ETF

    Learn about the PowerShares Dynamic Pharmaceuticals exchange-traded fund, which specializes on investing in pharmaceutical ...
  35. XLE: Energy Select Sector SPDR ETF

    Find out more about the Energy Select Sector SPDR Fund, the top holdings of this exchange-traded fund and the characteristics ...
  36. TNA: Direxion Small Cap Bull 3X ETF

    Read about a triple-leveraged exchange-traded fund that aims for 300% of the returns of the Russell 2000 Index: the Direxion ...
  37. IJH: iShares Core S&P Mid-Cap ETF

    Learn more about the iShares Core S&P Mid-Cap ETF, and understand how savvy investors might incorporate this ETF into their ...
  38. SPY: SPDR S&P 500 Trust ETF

    Find out more about the SPDR S&P 500 ETF Trust, the characteristics of the exchange traded fund and the suitability of investing ...
  39. UCO: ProShares Ultra Bloomberg Crude Oil ETF

    Find out more about the ProShares Ultra Bloomberg Crude Oil ETF, the characteristics of UCO and the suitability and recommendations ...
  40. IBB: iShares NASDAQ Biotechnology ETF

    Learn about the iShares Nasdaq Biotechnology exchange-traded fund, which offers one of the most diversified ways of investing ...
  41. SLV: iShares Silver Trust ETF

    Learn about the iShares Silver Trust, an exchange-traded fund that invests primarily in silver and is affected by risks unique ...
  42. BIB: ProShares Ultra Nasdaq Biotechnology ETF

    Find out information about the ProShares Ultra Nasdaq Biotechnology exchange-traded fund, and learn detailed analysis of ...
  43. IJK: iShares S&P Mid-Cap 400 Growth ETF

    Learn about the iShares S&P Mid-Cap 400 Growth exchange-traded fund, which invests in U.S. equities of mid-cap companies ...
  44. A New Reason Behind This Strategy’s Outperformance

    One of the great anomalies of investing: The historical long-term outperformance of smart beta or factor-based strategies relative ...
  45. Are Stop-Loss Orders and ETFs a Good Idea?

    Using stop-loss orders can be beneficial as well as risky. Do they make sense when trading ETFs?
  46. 4 Simple Actions to Consider After Fed Liftoff

    This week, after months of anticipation, the Fed initiated its first rate hike in nearly a decade, raising the Fed Funds ...
  47. Why Junk Bonds Are Aptly Named Right Now

    Here's why junk bonds are likely to live up to their name in the not so distant future.
  48. How To Calculate Your Investment Return

    How much are your investments actually returning? Find out why the method of calculation matters.
  49. EWH: iShares MSCI Hong Kong ETF

    Learn about the iShares MSCI Hong Kong fund, which invests in various equities of companies listed on the Hong Kong Stock ...
  50. Black Swan Events And Investment

    These world-changing events are rare and difficult to predict, but they have serious implications for your investments.
  51. VXF: Vanguard Extended Market ETF

    Learn how the Vanguard Extended Market ETF provides investors with exposure to the larger stock universe, except for companies ...
  52. IWD: iShares Russell 1000 Value ETF

    Learn about the iShares Russell 1000 Value exchange-traded fund (ETF), which invests in value stocks that are included in ...
  53. USMV: iShares MSCI USA Minimum Volatility ETF

    Learn about the iShares MSCI USA Minimum Volatility exchange-traded fund, which invests in low-volatility equities traded ...
  54. Breaking Down The Geometric Mean

    Understanding portfolio performance, whether for a self-managed, discretionary portfolio or a non-discretionary portfolio, ...
  55. These Are the Top-Performing ETFs, ETNs of 2015

    These are the best performing ETFs and ETNs of 2015 (thus far). Should they be on your radar?
  56. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  57. A Look at EAFE Index (EFA) ETF

    The iShares MSCI EAFE is a unique ETF with exposure to high quality companies, but is it likely to be a good bet going forward? ...
  58. Want to Short Stocks? Check Out These Inverse ETFs

    If you want to short stocks, consider inverse ETFs instead. Here's why.
  59. Emerging Markets: Analyzing Russia's GDP

    Understanding the GDP composition of the world's largest country, Russia.
  60. What a Family Tradition Taught Me About Investing

    We share some lessons from friends and family on saving money and planning for retirement.
  61. Where the Price is Right for Dividends

    There are two broad schools of thought for equity income investing: The first pays the highest dividend yields and the second ...
  62. How Tech Can Help with 3 Behavioral Finance Biases

    Even if you’re a finance or statistics expert, you’re not immune to common decision-making mistakes that can negatively impact ...
  63. 5 Tips For Diversifying Your Portfolio

    A diversified portfolio will protect you in a tough market. Get some solid tips here!
  64. Identifying And Managing Business Risks

    There are a lot of risks associated with running a business, but there are an equal number of ways to prepare for and manage ...
  65. What’s the Difference Between Duration & Maturity?

    We look at the meaning of two terms that often get confused, duration and maturity, to set the record straight.
  66. How to Trade In a Flat Market

    Reduce position size by 50% to 75% in a flat market.
  67. Does TripAdvisor Offer Upside Potential? (TRIP)

    Will TripAdvisor's downside risk outweigh upside potential in 2016? It's most recent SEC filing offers some strong clues. ...
  68. 10 Ways to Protect Your Investments From an Interest Rate Hike

    Learn investment considerations and wealth-management options that aim to safeguard investor goals while interest rates rise ...
  69. Time Value Of Money: Determining Your Future Worth

    Determining monthly contributions to college funds, retirement plans or savings is easy with this calculation.
  70. Understanding High Yield Fund Performance

    For exchange traded fund, not all high-yield ETFs are the same. So, we take a look at one high yield investment in particular ...
  71. Analyzing Porter's 5 Forces on Facebook (FB)

    Read about how you can use Porter's five forces to analyze Facebook's competition. This simple methodology looks at several ...
  72. 3 Steps for Retirement Saving and Investing Habits

    We take a look at the choices we make today that our future selves would prefer not to be making, often faced by investors ...
  73. 5 Must Watch Films and Documentaries for Day Traders

    Discover these five must-watch films and documentaries for day traders reviewed with the takeaway lessons that inspire, motivate ...
  74. These 4 Funds Haven’t Lost Money in a Decade

    If you’re looking for relative resiliency to challenging economic conditions while picking up a little yield, consider these ...
  75. Why Contrarian Investing Is Not Very Smart

    Like most allegedly sure-fire methods in the investment industry, this one has its flaws too.
  76. Margin Investing Gets A Bad Rap, But For The Thrill-Seeker, It's Worth It

    Investing on margin can be profitable but it's a risky play that needs care.
  77. Why Hedge Funds Are Not Living Up to Return Hype

    Hedge funds are supposed to produce better returns while protecting your investments from the downside. Here's why they are ...
  78. Haunting Wall Street: The Halloween Terminology Of Investing

    Beware of zombies and Jekyll and Hyde companies! Read about the spooky terms circulating Wall Street.
  79. Are Financial Advisors Good Money Managers?

    There's a big difference between a good financial advisor and a good money manager. Here's how to tell.
  80. Emerging Markets: Analyzing Brazil's GDP

    Examining the GDP composition of one of the BRIC members, Brazil.
  81. How to Shift From Saving to Spending in Retirement

    Most people prefer a known monthly payment to the complex decision of investing a lump sum to cover their financial needs ...
  82. Your Worst Financial Mistakes And Why You Made Them

    No one intends to make a financial mistake, but an unexpected disaster or poor planning could leave you in financial distress. ...
  83. An Assessment of High Yield Corporate Bond Credit Spreads

    A credit risk literature review.
  84. How to Think About Seasonality Trends

    Investors benefit when company research incorporates seasonality trends that predict relative strength and weakness throughout ...
  85. 4 Ways Simple Interest Is Used In Real Life

    Simple interest works in your favor when you're a borrower, but against you when you're an investor.
  86. Is it Time to “Buy” Inflation?

    Based on recent data from the Treasury-Inflation Protected Securities (TIPS) market, it would seem that most investors aren’t ...
  87. How To Build a Currency Hedged Strategy?

    We are still unsure of how to implement a currency hedge strategy based on the dollar's movement. So let’s focus on what’s ...
  88. 3 Stocks that Are Top Bets for Retirement

    These three stocks are resilient, fundamentally sound and also pay generous dividends.
  89. Emerging Markets: Analyzing Colombia's GDP

    With a backdrop of armed rebels and drug cartels, the journey for the Colombian economy has been anything but easy.
  90. The Basics of How Mutual Funds Are Rated

    Learn how the major rating agencies assign mutual fund ratings. Understand what these ratings measure and how they are different ...
  91. Emerging Markets: Analyzing Chile's GDP

    Chile has become one of the great economic success stories of Latin America.
  92. Watch Your Duration When Rates Rise

    While recent market volatility is leading investors to look for the nearest exit, here are some suggestions for bond exposure ...
  93. A Quick Explanation of How Short Selling Works

    Explanations of short selling can be hard to grasp. Here is a quick, realistic example.
  94. Yellow Light Trade Risk Management

    Being in the stock market for so long I tend to look at the world through the eyes of a trader, but how to decide when we ...
  95. Do You Have What it Takes to Start a Hedge Fund?

    So you want to start your own hedge fund? Here's what it takes.
  96. Dissecting the Simple Interest Formula

    Simple interest ignores the effect of compounding: it's only calculated on the principal amount. This makes it easier to ...
  97. Emerging Markets: Analyzing The Philippines' GDP

    Although its growth rate was mediocre in the past, the Philippines is slowly yet steadily emerging as a rising tiger.
  98. Ideas for Your Bond Portfolio When Rates Rise

    It has been nearly 10 years since the Fed last raised interest rates, and though the central bank didn’t hike rates this ...
  99. How to Create a Risk Parity Portfolio

    Learn about how risk parity uses leverage to create equal exposure to risk among different asset classes in portfolio construction.
  100. Emerging Markets: Analyzing Indonesia's GDP

    We look at the GDP of Indonesia, which bore the brunt of the Asian financial crisis but weathered the 2008 financial crisis ...
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Hot Definitions
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