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Day: October 5, 2018

7 years ago
How Many Stocks Does it Take to Be Diversified?

“Many people believe that diversification beyond 10 or 20 securities is superfluous despite clear research indicating that the opposite is in fact the case,” says an article in the July…

7 years ago
Greenblatt Mixes Active and Passive in One Fund

An article in Barron’s profiles the evolution of the Gotham index Plus fund, which was created by Gotham Asset Management founder Joel Greenblatt in an effort to “marry the steadiness…

7 years ago
How Gold Performs in Different Market Scenarios

Proactive Advisor recently published part of a white paper authored by active money manager Flexible Plan Investments regarding what it terms the “gold debate”—a “broad overview of the tangible benefits…

7 years ago
Could Index Investing Miss the Best Stock Bets?

A “comeback could be in the offing for active managers amid higher market volatility and ongoing geopolitical risks,” according to an article in Barron’s. The article quotes global macro strategist…

Recent Original Research
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Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
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Ten Top S&P 500 Stocks
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
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Ten High G Score Growth Stocks – May...
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
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