Index Investor Corner

Swedroe: Long Term Factors

A review of a study that examines the persistence of key factors around the world over the course of 100 years.

Index Investor Corner

Swedroe: How To Use Benchmarks

Make sure you’re comparing a fund to a benchmark that fits it. 

Index Investor Corner

Swedroe: True Alpha A Rare Thing

Recent study finds only eight managers of 1,000 demonstrated statistically significant alpha.

Index Investor Corner

Why I Told Kevin O’Leary Of O’Shares 'I’m Out'

Four reasons I told Mr. Wonderful of ‘Shark Tank’ ‘I’m out’ of his firm’s ETFs.

Index Investor Corner

Swedroe: Excusing Active’s Failures

Does it really have to do with the shrinking number of stocks? 

Index Investor Corner

Swedroe: Rediscovering Size Effect

It appears the size anomaly has faded, but you just need to know where to look.

Index Investor Corner

Swedroe: Rising Rate Effects Unclear

Contrary to accepted wisdom, changes in interest rates don’t necessarily predict anything.

Index Investor Corner

Swedroe: What Makes Factors Endure

To truly be a persistent factor, several characteristics are necessary.