…Crisis -50.8% -49.7% COVID Crash -19.4% -12.9% Drawdowns based on monthly return data, not daily. Which ETF Is Right for You? Truthfully, you probably can’t loose with either of these…
Search Results for: covid-19
Two Decades of Quant: What Validea’s Guru Models Reveal About Market Cycles and Strategy Resilience
…S&P 500 +/- S&P 500 Beta Dashan Huang Twin Momentum Investor 10 Monthly 12/26/2008 19.90% 12.40% 7.50% 1.12 Partha Mohanram P/B Growth Investor 10 Monthly 3/24/2006 15.30% 8.20% 7.10% 1.03…
Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model
…outperformance has come from explosive gains post-COVID in 2020, along with strong returns in 2023 and 2024 as growth stocks rebounded. But high returns come with high volatility. This strategy…
Practical Lessons from Bob Elliott
…vs. Debt-Driven Economic Cycles Discover why the post-COVID economy behaved differently than many expected and why the Fed’s rate hikes didn’t crash the economy – Elliott explains the crucial difference…
Practical Lessons from Cullen Roche
…Understanding why QE wasn’t inflationary, but COVID stimulus was International Diversification Making the case for looking beyond U.S. markets The Financial System’s Plumbing Breaking down complex topics like Fed operations…
Lessons from Two Decades Running Quant Models
…Financial Crises Exceed Expectations – And Pain Can’t Be Modeled The Global Financial Crisis of 2008, the COVID-19 market crash of 2020 and other significant downturns have taught us that…
A Fundamental Analysis of the Magnificent 7 - And the 4 That Pass Our Models
…like cloud computing, artificial intelligence, digital advertising, e-commerce, and semiconductors. The COVID-19 pandemic accelerated many digital trends, further cementing the Magnificent 7’s market positions. Validea’s Guru Analysis Validea applies investment…
The Long Game: Why Patience and Perspective Matter in Investing
…years 8.57% 21.28% -5.38% 15 years 8.32% 19.24% -0.72% 20 years 7.95% 17.90% 1.60% Source: The Lazy Portfolio ETF | SPDR S&P 500 (SPY): Rolling Returns This chart below presents…
Small Cap Value: Waiting for the Jumpstart
…The other periods of this level of cheapness came mostly during the Great Financial Crisis (2008/2009) and during the COVID crash (2020). Small Cap Value Ratio As of 9/1/2023 Small-Cap…
What Would Your Investing Obituary Say?
…two bear markets (COVID crash and 2022). Your Portfolio: A Reflection of You The composition of your portfolio is another key element of your investing obituary and is likely to…