Artemis Advisors Logo

Category: Investing

Where the rubber hits the road. Out thoughts, insights and perspectives on the important subject of investing.

Puzzles and Asset Location Investing

June 24, 2020 BY

My wife gave me this puzzle for Father’s Day this year. My 3-year-old absolutely loves puzzles, so I think we did the puzzle about 10 times the very first day. He can almost do the whole thing by himself. I’ve been teaching him the basic rules for solving a jigsaw puzzle:

  • Put the corners in place first
  • Next try to find the edge pieces and put
Read more

Golfing in a Bear Market

April 28, 2020 BY

When I was learning to play golf as a teenager, my uncle Jim would always tell me that golf is all about minimizing mistakes. If I wanted to score well, I needed to have good “course management”—that is, understand which shots might get me into big trouble (e.g., water hazards, deep sand traps) and do my best to avoid them.

As J. David Stein writes in … Read more

ESG Fund Research Report

May 10, 2019 BY

In our most recent Market Outlook & Strategy Report, we discussed the issue of climate change and how investing in Environmental,  Social, and Governance (ESG) funds can help create a positive impact in this area.  We also reviewed some of the more recent research on ESG and financial performance, most of which shows a strong correlation between good ESG practices and financial outperformance over time.  

This companion piece looks at five of the leading US large capitalization ESG index-based funds. 

In it, we begin by profiling how each fund is … Read more

Sustainable Investing – Fund Selection

May 1, 2019 BY

In this issue, we take a close look at the leading U.S. large company passively-managed ESG (Environmental, Social and Governance) funds – funds that seek to overweight (i.e., reward) companies that are embracing ESG best practices. We also review some of the more recent research on ESG and financial performance, most of which show a strong correlation between good ESG practices and financial outperformance over time. … Read more

Hidden Differences in Target Date Funds

February 26, 2019 BY

Target Date Funds are mutual funds that automatically adjust their asset allocation over time as they approach a specified “target date,” often retirement or college. Since the funds adjust themselves over time, you can hold them for the long-term while taking a “hands-off” approach. This can help you reduce the risk of behavioral errors while also simplifying your investment portfolio. However, this is not to say … Read more