Articles of Interest

Market Review 2023: Rising Stocks Left Predictions Grounded January 4, 2024


Magnificent 7 Outperformance May Not Continue

Bank of America strategist Michael Harnett coined the term “Magnificent 7” stocks for the most dominant tech companies.  The group is made up of mega-cap stocks Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), Tesla (TSLA), and Nvidia (NVDA).  In 2023 these stocks displayed an average return of 111% compared to a 24% return for the broader S&P 500.  Wes Crill, PhD, Senior Investment Director and Vice President, DFA, December 7, 2023


Practicing Healthy Habits, Pursing Wealthy Outcomes

Looking at the way we view our health and translating those ideas into wise investing.  David Booth, Chairman and Founder DFA, August 11, 2023


Celebrating Groundbreaking Research with Giants of Finance: Fama and French

Eugene Fama and Kenneth R. French from the University of Chicago discuss how the three-factor model used by Dimensional Fund Advisors, along with probability research from Robert Novy-Marx and the publication of Robert C. Merton’s Intertemporal Capital Asset Pricing Model (ICAPM) have impacted investing over the last several decades.  Savina Rizova, PhD, Global Head of Research DFA, June 21, 2023


Three Decades of Value Investing: Implementing Breakthrough Research

This article from Dimensional Fund Advisors outlines its value-investing strategy and howi it can impact you.  May 12, 2023

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