Articles under “time-weighted return”

When What Feels Right is Actually Wrong

Buying when the market rises and selling when it declines is human nature. It just feels like the right thing to do.

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Tech IPOs, a Good Investment or Not?

A number of potential clients have asked what returns they might expect from the average IPO. To determine the return of the average IPO we thought it might make more sense to look at a portfolio of all tech IPOs and compare it to the S&P 500, as well as a typical diversified portfolio.

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