In the investing world, returns are always in demand, but the path by which investors pursue these returns can be very detrimental to a portfolio’s health. Leveraged funds, which have been around for two decades now, seek to beat the market returns of their unleveraged, index-tracking counterparts by essentially increasing the stakes of the bet through the use of derivative instruments. The idea seems straightforward, but the results are not always what investors expect them to be.
Condor has sent out its 2016 2nd Quarter Newsletter!
- Four Lessons Grandparents and Grandchildren Can Learn Together
- Four Reasons Why People Spend Too Much
- How Long Should I Keep Financial Records?
- What Do I Need To Know About Home Sharing Sites Like Airbnb?
You can read our online copy by clicking here.
Factor investing, which revolves around an investment according to specific, pre-determined characteristics (“factors”), has piqued the interest of many in the investing world as investors hope they can finally beat the market on a consistent basis. According to MSCI.com, indexes can be constructed according to these six risk factors: Value, Low Size, Low Volatility, High Yield, Quality and Momentum. By doing so, factor investing combines simplicity, transparency, and the affordability of indexing with the irresistible prospect of “beating the market,” which explains its surge in popularity over recent years.
Summer is finally in full swing, which means America’s birthday is right around the corner. The Fourth of July marks the festive occasion when Americans can gather with their friends and family to celebrate America’s independence and enjoy summertime fun. This weekend, 64.5% of Americans will attend a social gathering such as a barbecue or picnic. Just remember to be safe this holiday and from all of us here at Condor Capital, have a happy Fourth of July! Additionally, check out the infographic from WalletHub below to learn more about the numbers pertaining to the upcoming festivities: