Below is a weekly summary of our research findings for 1/11/21 through 1/15/21. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
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- Performance of Barron’s Annual Top 10 Stocks
A short sample indicates that the Barron’s top 10 list of stocks has not performed impressively compared to the market over the last decade. - Party in Power and Stock Returns
Evidence suggests that divided government, with a Democrat as President and Republican control of part or all of Congress is the most favorable for U.S. stocks. - Ziemba Party Holding Presidency Strategy Update
A small recent sample offers some support to prior research findings that holding small stocks during Democratic presidencies and large stocks or bonds during Republican presidencies beats a conventional 60-40 portfolio. - Seasonal Timing of Monthly Investment Increments
Evidence from simple tests does not support belief that seasonal timing of monthly investment increments improves long-term (e.g., retirement) investment performance. - Sector Performance by Calendar Month
Evidence suggests that average returns and return dispersion for U.S. sector ETFs differ somewhat across calendar months.
