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Valuentum Commentary
Feb 13, 2020
What is Risk?
Image Source: Mike Cohen. Let’s start by talking about what isn’t risk. Risk isn’t easily measured, and yet that is what the asset management industry and academia tend to serve up to the average and professional investor alike. You will see the standard deviation of a stock or portfolio, showing how much the value wiggles. You will see beta, which shows how much the value wiggles as compared to the benchmark’s own wiggles. You will see things like the Sharpe and Sortino ratios, which tackle further quantifiable ways to describe risk--and the list of equations goes on and on. Do you know what is a much more difficult question for an asset manager to answer? How much real risk is contained in your portfolio? I was going to say fundamental risk, but real risk is a broader category and what I am driving at in this piece. So, let’s get after it. What is real risk as it pertains to an individual investment or a portfolio? Nov 15, 2019
Dividend Increases/Decreases for the Week Ending November 15
Let's take a look at companies that raised/lowered their dividend this week. Jul 1, 2019
What About BDCs?
Image Source: Prospect Capital Investor Presentation. Business Development Companies, or BDCs, are often considered by dividend investors as a result of their quite sizable dividend yields, as compared to the overall market. In this piece, let’s take a look at how these companies operate and then also compare some important metrics between the various players. Sep 29, 2015
Speculative Stocks Sinking
Risk appetite has been thrown out the window along with high-yield issuers. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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