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Search Results for: covid-19

SPY vs. QQQ: Battle of the ETF Behemoths

June 11, 2025

…Crisis -50.8% -49.7% COVID Crash -19.4% -12.9% Drawdowns based on monthly return data, not daily. Which ETF Is Right for You? Truthfully, you probably can’t loose with either of these…

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Two Decades of Quant: What Validea’s Guru Models Reveal About Market Cycles and Strategy Resilience

May 16, 2025

…S&P 500 +/- S&P 500 Beta Dashan Huang Twin Momentum Investor 10 Monthly 12/26/2008 19.90% 12.40% 7.50% 1.12 Partha Mohanram P/B Growth Investor 10 Monthly 3/24/2006 15.30% 8.20% 7.10% 1.03…

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Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model

March 7, 2025

…outperformance has come from explosive gains post-COVID in 2020, along with strong returns in 2023 and 2024 as growth stocks rebounded. But high returns come with high volatility. This strategy…

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Practical Lessons from Bob Elliott

March 3, 2025

…vs. Debt-Driven Economic Cycles Discover why the post-COVID economy behaved differently than many expected and why the Fed’s rate hikes didn’t crash the economy – Elliott explains the crucial difference…

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Practical Lessons from Cullen Roche

November 11, 2024

…Understanding why QE wasn’t inflationary, but COVID stimulus was International Diversification Making the case for looking beyond U.S. markets The Financial System’s Plumbing Breaking down complex topics like Fed operations…

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Lessons from Two Decades Running Quant Models

October 12, 2024

…Financial Crises Exceed Expectations – And Pain Can’t Be Modeled The Global Financial Crisis of 2008, the COVID-19 market crash of 2020 and other significant downturns have taught us that…

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A Fundamental Analysis of the Magnificent 7 - And the 4 That Pass Our Models

September 21, 2024

…like cloud computing, artificial intelligence, digital advertising, e-commerce, and semiconductors. The COVID-19 pandemic accelerated many digital trends, further cementing the Magnificent 7’s market positions. Validea’s Guru Analysis Validea applies investment…

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The Long Game: Why Patience and Perspective Matter in Investing

October 4, 2023

…years 8.57% 21.28% -5.38% 15 years 8.32% 19.24% -0.72% 20 years 7.95% 17.90% 1.60% Source: The Lazy Portfolio ETF | SPDR S&P 500 (SPY): Rolling Returns This chart below presents…

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Small Cap Value: Waiting for the Jumpstart

September 6, 2023

…The other periods of this level of cheapness came mostly during the Great Financial Crisis (2008/2009) and during the COVID crash (2020). Small Cap Value Ratio As of 9/1/2023 Small-Cap…

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What Would Your Investing Obituary Say?

May 10, 2023

…two bear markets (COVID crash and 2022). Your Portfolio: A Reflection of You The composition of your portfolio is another key element of your investing obituary and is likely to…

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Recent Original Research
July 12, 2025
Ten Top S&P 500 Stocks – July 2025
The S&P 500 encompasses more than 500 companies across various industries, many of which operate profitable, established businesses with strong underlying fundamentals that deserve investor attention. This diversity creates attractive opportunities for those willing to conduct thorough...
July 10, 2025
Ten Fundamentally Sound Dividend Growth Stocks
Dividend growth stocks form a cornerstone of long-term wealth building by offering investors a dual benefit: consistent income streams and opportunities for capital appreciation. These investments represent companies that systematically increase their dividend payments year after year,...
July 9, 2025
Ten Fundamentally Sounds Stocks Insiders Like
Substantial leadership ownership stakes foster strong alignment between management and shareholders by creating shared financial incentives. This alignment motivates executives and board members to focus on building lasting value rather than chasing quarterly targets. When leaders maintain...
July 8, 2025
Ten High G Score Growth Stocks
The investment landscape is in constant flux, requiring sophisticated tools to identify genuine growth opportunities. In 2005, Professor Partha Mohanram developed the G-Score methodology as a structured approach to evaluating growth companies, designed to complement Joseph Piotroski's...
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