…and improving earnings trends. Growth/Value Blend: James O’Shaughnessy’s strategy, which combines growth and value factors, awards Microsoft an 80% score. Low Volatility: The Multi-Factor model inspired by Pim van Vliet…
Search Results for: factor
Understanding Shareholder Yield: Beyond Dividend Yield
…Dividends Share buybacks Debt reduction By considering all three factors, shareholder yield provides a fuller view of a company’s commitment to creating value for its investors. While dividends offer direct…
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
…large tech companies driving most of the gains while many stocks have declined. We also explore some unexpected developments in housing, bonds, and factor investing performance. Overall, we aim to…
Nine Lessons From Rick Ferri
…investing and discuss how his insights apply to various investment strategies, including factor investing.We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of…
Could Lululemon Be Buffett's Next Buy
…not a primary factor, Buffett views share repurchases favorably when done at attractive valuations. Lululemon has reduced its share count from 130.4 million to 120 million over the past five…
The Benefits of a Simple Investment Approach with Rick Ferri
…and how advisors can help clients gain buy-in for successful long-term investing. We also discuss Rick’s thoughts on factor investing, ESG, and the key components of a successful retirement plan….
ETF Factor Profile: QVAL
Validea’s ETF Factor Report looks at hundreds of US Equity ETFs through the lens of the major investing factors. We look at each ETFs exposure to a variety of factors…
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
In this episode of Two Quants and a Financial Planner, we delve into a diverse range of listener-submitted investing and financial planning questions with special guest Ben Tuscai. We cover…
Quantitative Momentum Investing
Momentum is one of the strongest investing factors, but is often overlooked by investors relative to other factors like value. Momentum refers to buying stocks that have performed well in…
Evaluating the Fundamentals of NVDA Heading Into Earnings
…Growth Investor 55% P/E Growth Investor 54% Low PE Investor 42% Price/Sales Investor 40% Milennial Investor 40% Shareholder Yield Investor 30% Value Composite Investor 28% Multi-Factor Investor 25% Private Equity…