Starting off a little differently this week, click on the above excel spreadsheet and note the expected annual SP 500…
Return data courtesy of Morningstar, Inc. Probably of little surprise to readers, but the growth style of investing continues to…
The above spreadsheet is an easy way for me to stay updated on the various style box returns based on…
Here’s a chart of the Top 10 SP 500 names (by market cap) and how the stocks have performed YTD…
This style box update (returns sourced from Morningstar) leaves someone reading it, with plenty of reasons to be cautious. The…