by William Hepburn | Dec 27, 2024 | Miscellaneous
Mutual Funds & ETFs The Refinitiv Lipper database gives the median turnover of a US mutual fund as 39%, implying a holding period of just 2.5 years. (source link) This suggests an average holding period of around 2.5 years. Clearly investors are waking up and...
by William Hepburn | Nov 29, 2024 | Miscellaneous
AI is all the rage these days, but some of us have an aversion to learning curves, and the older I get, the more that pertains to me. I had played around with AI a few times asking simple questions, but never really got my mind wrapped around it. So, I decided to do a...
by William Hepburn | Oct 25, 2024 | Miscellaneous
“Private equity” is the term for companies not publicly traded or “listed” (on stock exchanges). If you are like most investors, you don’t think much about private equity because it is not generally available to you as an investor. Many private equity businesses are...
by William Hepburn | Sep 27, 2024 | Miscellaneous
Some of the more frequent questions we get these days are about the election. What’s going to happen if one candidate wins, or worse, the other? What are we doing to protect your investments? Should we move to cash and just be careful? First, let me say that the...
by William Hepburn | Aug 30, 2024 | Miscellaneous
I get a lot of questions these days along the lines of “is this an AI bubble?” or “is the AI Bubble Popping?” And those are good questions because bubbles do eventually burst, and you don’t want to be left holding the bag when they do. First, let me show you what a...
by William Hepburn | Jul 26, 2024 | Miscellaneous
The Great American Investment Creed of “buy low and sell high” sounds so simple, but it must be very hard to do on a consistent basis, or we would all be a lot richer. To buy a stock like Amazon early on and get rich is the American dream. But it is not very...
