The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market. 2024. Daniel Peris. Routledge — Taylor & Francis Group. Could the next opportunity in the stock market be with dividend stocks? According to Daniel Peris, the answer is “yes,” and after reading his insightful book, The Ownership Dividend: The Coming Paradigm Shift in...
Investment Topics
-
Book Review: The Ownership Dividend
The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market. 2024. Daniel Peris. Routledge — Taylor & Francis Group. Could the next opportunity...
-
Looking for Gains in Private Equity? Tips for the Everyday Investor
Looking for a way to “beat the market” in 2024 and beyond? If so, you’ve probably heard about the market-beating potential of private equity investments....
Looking for a way to “beat the market” in 2024 and beyond? If so, you’ve probably heard about the market-beating potential of private equity investments. The most recent U.S. Private Equity Index from Cambridge Associates reports an average return of about 15% from June 2003 to June 2023, compared to 10% on the Russell 3000... -
The Remarkable Story of Style Regimes: For the Data-Driven Investor
Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure. After 15 years of growth style dominance, the return of...
Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure. After 15 years of growth style dominance, the return of intra-market volatility has prompted renewed interest in style framework and cyclical rotations. By reacquainting ourselves with the dynamics of style cycles, we can better understand how these portfolio building blocks...