C. Thomas Howard

Dec 2, 2024 | advisorperspectives.com | C. Thomas Howard |Thomas Howard

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. When we talk about stock returns, most people assume that individual stocks should yield positive returns. That’s because the stock market has historically outperformed other asset classes like bonds. But surprisingly, the median monthly return for a large sample of individual stocks is – drumroll, please – zero. That’s right.

Mar 11, 2024 | advisorperspectives.com | C. Thomas Howard

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. How many attractive stock ideas does Naomi, an institutional active equity fund manager, have at any one time? “Oh, I think between 10 and 20,” she told me. So, why did her fund hold so many more times that number of stocks? “To round out the portfolio,” she said.