…of Barron’s 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, momentum, profitability and investment,…
Search Results for: factor
Fidelity Shares 6 Habits Of Investors Who Have Success In The Markets
…after-tax returns. And while taxes shouldn’t be the deciding factor for your investment decisions, the article suggests putting the least tax-efficient investments you have, such as taxable bonds, in accounts…
The Importance of Intangible Assets
By Jack Forehand, CFA, CFP® (@practicalquant) — I started out my career as a Price/Book guy. It certainly wasn’t the only value factor I used, but I would defend it when it came…
The S&P 500 Passed Stock-Pickers By in 2021
…Indices,” the article maintains, but this year has brought corrections to the major U.S. stock indexes, and declines of 10% or more from last year’s highs. Factor in inflation, tightening…
Four Ways Value Investors Can Use Momentum
…have both value and momentum. In this method, you are sacrificing some on the individual factor exposure in order to get a better blend of the two factors. Your value…