Sabela Consulting Group

Main Street Values, Wall Street Expertise

Video Posts

Long-term strategies: Can the broad market be beat?

Dimensional Head of Investment Strategists Wes Crill joins CNBC’s “ETF Edge” to discuss the pitfalls of attempting to time the market (0:15), outguessing vs. outperforming markets (5:25), the role of equities in helping investors meet their goals (7:41), and the benefits of a long-term investment approach (12:31). As usual, Wes explains clearly the extreme difficulty in market timing.

 

DISCLOSURES
Past performance is no guarantee of future results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio.
In US dollars. For illustrative purposes. The missed best day(s) examples assume that the hypothetical portfolio fully divested its holdings at the end of the day before the missed best day(s), held cash for the missed best day(s), and reinvested the entire portfolio in the stocks in the S&P 500 at the end of the missed best day(s). Returns for the missed best day(s) were calculated by substituting actual returns for the missed best day(s) with zero. Performance data for January 1970–August 2008 provided by CRSP; performance data for September 2008–August 2019 provided by Bloomberg. S&P data provided by Standard & Poor’s Index Services Group.
Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

All expressions of opinion are subject to change. This content is distributed for informational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.

How Much Impact Will The Biden Presidency Have On Stocks?

People often ask whether they should change their investments based on who wins the presidency. It’s natural for investors to seek a connection between who becomes President and the performance of stocks. But a look at history underscores that the outcome of an election is only one of many inputs to the market.

Measuring the Market

In this clip, Mark Hebner, founder and president of IFA, talks with Dimensional Fund Advisors’ Apollo Lupescu about how to measure the stock market. A great watch to understand better the differences among the benchmarks and why they are not created equal.

Note: On November 16 it was announced that TESLA will join the S&P 500 index of leading US stocks, the change officially taking effect on December 21.

What History Tells Us About Elections and the Market

Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In a recent webcast, Dimensional’s Mark Gochnour, Head of Global Client Services Group, and Jake DeKinder, Head of Client Communications and Vice President, offered lessons from history.