In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a…
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A Data Driven Case for a Continued Rally with Warren Pies
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half…
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about…
The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?
The “Magnificent 7” stocks – Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla – have been the undisputed leaders of the stock market in recent years. In 2024, these…
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting…
Validea's Top 10 Warren Buffett Stocks - July 2024
Validea’s Warren Buffett model using published writings about Buffett to identify stocks that might meet his fundamental tests. The strategy aims to identify high-quality companies with predictable earnings that are…
Validea Trend Following: July 2024 Update
Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
Understanding Shareholder Yield: Beyond Dividend Yield
When evaluating potential investments, many investors focus on dividend yield as a key metric. However, shareholder yield offers a more comprehensive picture of how companies return value to shareholders. Let’s…
Five Fundamentally Sound Dividend Aristocrats For 2024
Dividend aristocrats are S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. These companies are known for their financial stability, consistent growth, and commitment…
July 2024 Value Spread Update: Value Remains Cheap, But Not Historically So
Here is the latest value spread update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the…