BAM Intelligence

Portfolio Pain and the Difficulties of Discipline

In his follow-up look at why it’s often so hard to be a disciplined investor, Larry Swedroe explains the correct way to think about the value factor’s lengthy underperformance, as well as its prospects going forward. Read more

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Why It’s so Hard to Be a Disciplined Investor

Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance. Read more

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Current Valuations, Forward-Looking Returns and Disrupted Expectations

Larry Swedroe on what today’s market indicates for forward-looking returns, and what you can do in response. Read more

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Persistent Fund Alpha and Active Manager Skill

Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is. Read more

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Is Company Size Irrelevant?

On paper, there is abundant evidence that various return premia have been larger in small-cap stocks compared to large-cap stocks. Table 1, for example, shows the value premium in U.S. and international developed large-cap and small-cap stocks going back as… Read more

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