Michael Shari
Freelance Writer at Freelance
Michael Shari is a journalist and English teacher in New York City, where he writes for Barron's and teaches at a DOE public school and a SUNY college campus.
Articles
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1 month ago |
garp.org | Michael Shari
A category of investment indexes is enabling agile adjustments across a combination of assets – like cash or bonds on the low-risk side, and stocks on the high-risk side – in a single fund, typically an annuity. With these volatility control indexes, also known as risk control indexes, investors decide how much volatility they are comfortable with. Once the target is set, stocks are sold and bonds are bought when the equity market becomes too volatile for comfort.
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Dec 5, 2024 |
garp.org | Michael Shari
Since the early 1990s, balanced funds – holding 60% of assets in stocks, 40% in bonds – have been a go-to strategy for institutional and individual investors alike. It is based on a popular interpretation of Modern Portfolio Theory, for which Harry Markowitz won the Nobel Prize for economics in 1990.
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Oct 31, 2024 |
garp.org | Michael Shari
Target date funds are designed to mitigate risks long-term by gradually selling equities and buying bonds, moving from relatively volatile toward more conservative assets as the investor approaches retirement. It is “a form of risk management mostly on the part of the investor, the actual employee in a defined contribution plan,” says Jeff Schwartz, president of risk analytics and modeling specialist Markov Processes International.
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Apr 11, 2024 |
garp.org | Michael Shari
Investing in dividend-paying stocks has long served as a strategy to mitigate equity-market risks. The quarterly payouts can be an indicator of corporate performance and cushion stock-price declines. “A successful business that issues dividends is showing signs of reduced risk,” says Daniel Peris, senior portfolio manager at Federated Hermes. Though dividends are voluntary and vary, they are generally paid through thick and thin.
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https://t.co/3VJIe5SBV3
This analytical feature, which I wrote for the Global Association of Risk Professionals website, demonstrates that Modern Portfolio Theory trumps derivatives strategies in volatile times like these. https://t.co/eskmaECOHD
This brand-new ebook by a British fund manager and his teenage daughter is packed with fascinating insights for anyone who might be wondering what the stock market is -- and how to invest in it. https://t.co/ySJsIg318A