16-Oct-2025 1:06 PM CST - Morningstar 'Sell' signs are showing up in the stock market - but this number matters most The U.S. stock market's sharp drop on Oct. 10 generated a new McMillan volatility band (MVB) sell signal (marked with a green "S" on the chart). That market drop also increased realized volatility, so the bands have spread wide apart - meaning that the MVB signal will likely not be hitting either of its +/-4 bands anytime soon.
7-Mar-2025 11:16 PM CST - Morningstar Fidelity Equity-Income FEQIX So, she strives to craft a portfolio with less volatility and lower drawdowns than the fund's Russell 3000 Value Index benchmark via stocks with ... High Dividend Yield ETF, the top rules-based ...
17-Dec-2024 5:16 PM CST - Morningstar Fidelity Strategic Dividend & Income The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
9-Dec-2024 5:21 PM CST - Morningstar Fidelity Large Cap Stock He is often attracted to stocks with short-term underperformance, which suggests a contrarian mindset, and embraces stocks with relatively high price volatility. The success of Fruhan's approach ...
15-Nov-2024 9:14 AM CST - CNBC Cathie Wood says her 'volatile' ARK Innovation fund shouldn't be a 'huge slice of any portfolio' Cathie Wood is defending her fraught ARK Innovation exchange traded fund following a rocky stretch. "We have a volatile fund," she told CNBC's " Squawk Box " on Friday. "We should not be a huge slice of any portfolio. We are more of a satellite strategy now, although we think this is the way the world is going."
16-Oct-2025 1:06 PM CST - Morningstar 'Sell' signs are showing up in the stock market - but this number matters most The U.S. stock market's sharp drop on Oct. 10 generated a new McMillan volatility band (MVB) sell signal (marked with a green "S" on the chart). That market drop also increased realized volatility, so the bands have spread wide apart - meaning that the MVB signal will likely not be hitting either of its +/-4 bands anytime soon.
7-Mar-2025 11:16 PM CST - Morningstar Fidelity Equity-Income FEQIX So, she strives to craft a portfolio with less volatility and lower drawdowns than the fund's Russell 3000 Value Index benchmark via stocks with ... High Dividend Yield ETF, the top rules-based ...
17-Dec-2024 5:16 PM CST - Morningstar Fidelity Strategic Dividend & Income The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
9-Dec-2024 5:21 PM CST - Morningstar Fidelity Large Cap Stock He is often attracted to stocks with short-term underperformance, which suggests a contrarian mindset, and embraces stocks with relatively high price volatility. The success of Fruhan's approach ...
15-Nov-2024 9:14 AM CST - CNBC Cathie Wood says her 'volatile' ARK Innovation fund shouldn't be a 'huge slice of any portfolio' Cathie Wood is defending her fraught ARK Innovation exchange traded fund following a rocky stretch. "We have a volatile fund," she told CNBC's " Squawk Box " on Friday. "We should not be a huge slice of any portfolio. We are more of a satellite strategy now, although we think this is the way the world is going."
