The S&P 500 is widely regarded as the gold standard of passive investing — low fees, broad exposure, no manager second-guessing valuations. For most of the past three decades, that characterization was largely accurate. That is about to change. SpaceX filed a confidential S-1 with the SEC
Secondary Evergreen Private Equity (PE) funds have expanded rapidly in recent years, offering investors diversified access to seasoned private equity investments with semi-liquid structures and faster deployment profiles. In a previous blog post, I discussed why investing early in these funds can be particularly advantageous: Why Investing
Over the past three years since the introduction of ChatGPT, the S&P 500’s rally has been powered by one dominant theme: Artificial Intelligence. While the Magnificent 7 dominate headlines and index returns, our analysis shows that the AI narrative runs much deeper. From semiconductors and data-center utilities
Diversification across global markets has long been a cornerstone of modern portfolio theory. Many investors naturally allocate to international developed and emerging-market funds to broaden exposure beyond U.S. borders.Most asset-allocation models include at least 20% international equity, and virtually all target-date funds maintain a meaningful global component.
Buffett’s Apple (AAPL) purchase is often called one of his greatest bets ever. It checked every box of his investing philosophy while delivering extraordinary absolute returns. Berkshire started buying in Q1 2016 when Apple traded at around $25 (split adjusted). The investment alone accounts for over 40%
The Vanguard Extended Market Index Fund (VEXAX) and its ETF counterpart VXF are widely used products with nearly $100 billion in combined assets. Both are market cap–weighted and track the S&P Completion Index. At first glance, the S&P Completion Index looks appealing: it represents every U.S. stock
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