…investors who combine them can typically get comparable returns to the individual factors with less risk. The Downsides of Momentum Like all factors, momentum also has some weaknesses to go…
Search Results for: factor
Gold’s Awakening May Make Investors Restless
…the last 12 weeks, a mere disdain for crypto wouldn’t explain that resurgence. The precious metal is also getting a boost from global factors, such as the growing uncertainty in…
Investing Shorts: The Characteristics of a Good Investing Factor
Bridgeway’s Andy Berkin explains his six-step process for determining whether an investing factor is likely to continue to work going forward. https://www.youtube.com/shorts/u9aYd-V82UA See full interview with Andy Berkin…
Arnott: Put Money In Multi-Factor Strategies
…article. For investors who are looking to select the “right factors,” smart beta factors generally shift in cycles that are determined by the macroeconomic environment. Currently, defensive factors such as…
Four Lessons From Andy Berkin and Larry Swedroe
…core factors like value, momentum, quality and low volatility to a world where everyone is trying to find the latest great factor. And many of these new factors don’t stand…
A Complete Guide to Factor Investing with Andy Berkin
…a wide range of factor investing topics, including the future of value investing, composites vs. individual metrics, the different approaches to multi-factor investing and factor timing. We also talk about…
The Magic of Multi-Factor Investing
…to Multi-Factor Investing There are two major approaches to building multi-factor portfolios. Different people call them different things, but in general the first method involves treating each factor as a…
Another Year Down – Learning from Quant Models
…three categories: Factor ETF Model Portfolios: Hold factor ETFs based on how they rank on value, momentum and macroeconomic factors. Sector ETF Model Portfolios: Hold sector ETFs based on how…
5 Behavioral Tricks for Long-Term Investors
…market declines in history and the worst underperforming periods for the factor strategies we follow. Doing this doesn’t eliminate the pain of these types of periods, but it does help…
Seeking Out Stocks That Rise 10 Times
…tech, according to the article, especially if inflation and global interest rate hikes are near their peaks. At that point, the market will begin to factor in a consumer spending…