The Investment Fiduciary

Archive for February 4th, 2008

After deep sell-offs, follow sharp rallies?

Posted by: investment-scientist on: February 4, 2008

In the three month period between Oct 19th, 2007 and Jan 18th, 2008, the S&P 500 index fell 14.1% and the Russell 2000 Value Index fell 19.5%. To understand what is likely to happen next, I studied the top 10 worst three-month-sell-offs since 1950. These sell-offs ranged between -13% to -30%. I found that [...]


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Michael Zhuang is principal of MZ Capital , a fee-only financial planner and investment advisor. He is a fan of David Swensen, Jack Bogle and Warren Buffet and he shamelessly steals their ideas to help clients build wealth slowly. Michael lives in Bethesda, MD, a suburb of Washington, DC. Get his free monthly investment report by email here. (What you read here is his opinion, not advice to anybody. )

Twitter: @mzhuang