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Active Share: A Deconstruction

It’s an inescapable fact: The more similar the composition of investment portfolios, the more alike their performance results.  In some portfolios (index funds), replication of benchmark results is the intended outcome.  In others (active portfolios), duplication of an index is not the desired result.

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A Study in “Almosts”: Second-Quarter 2019 Market Review

The second quarter of 2019 saw domestic stocks gain, even establishing a new all-time high in the days just prior to the end of the period.  At the same time, significant volatility marked the path upward, and the new all-time high ranked marginally above peaks previously established in April 2019 and October 2018. 

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