We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have…
Search Results for: factor
Is It A Bad Time To Retire?
…for dipping only 4% into your balance in year one of retirement, and adjusting each year to factor in inflation. Other steps retirees can take include: Decrease your spending during…
Mapping The Opportunity in Small Caps to Value Investment Strategies
…intangible assets as just a few of the contributing factors that may have flipped the small cap premium on its head over the past 15 years or so. Still, long-term…
Is Mega-Cap Tech Now A Value?
See how the largest tech stocks in the market score/rank using Validea’s Factor Report and through our Guru Analysis Engine. Apple Inc (AAPL) Amazon.com Inc (AMZN) Microsoft Corporation (MSFT) Facebook…
The Many Different Flavors of Value
…interchangeable. But that view is not grounded in reality. In the real world, there are a series of factors that go into the construction of a value strategy that can…
The 60/40 Portfolio: Is It Dead?
…the risk brought on by the high stock allocation. The article points to the iShares MSCI USA Min Vol Factor ETF as a good low-volatility fund, and suggests supplementing that…
Buffett Bets Big On Occidental
…make it too expensive to generate a profit in the long run, the article concludes. See how Occidental Petroleum Corporation scores on Validea’s Factor Report and through our Guru Models….
Will This Bear Market Lead To A Recession?
…And it’s important to factor in the unemployment rate, the article maintains; in the past, bear markets arise after unemployment increases, but today’s unemployment rate is nearly the lowest it’s…
Facebook & Netflix Are Value Stocks Now
…believe the price-to-book ratio metric that FTSE Russell uses is no longer relevant because it doesn’t factor in intangible assets, and point to Meta as an example of the discrepancy….
Why Certain Strategies Struggle As Value Stocks Soar
…particularly in the tech sector. Value stocks are also being dragged down by a failure to factor in the effect that the low interest rate era had on the stock…