…2000 and the S&P 500 funds, respectively, according to the article. “The value [factor] may work in the large-cap space, but it works much, much better in small-caps, and even…
Search Results for: factor
As S&P 500 Soars, Diversification Trades Plummet
…0.8%. Looking back on 2023, investors should ask themselves, “‘Why did I even bother to have factor investing or sector-specific investing when had I been in the S&P 500, I…
Investors Are Hunting Quality Instead of Meme Stocks
…a further cushioning. Indeed, the iShares MSCI USA Quality Factor ETF gained 29% last year, compared to the S&P 500’s 24% gain, the article notes. In a paper from AQR…
Gold Prices Could Continue To Climb For The Next Decade
…seems to be contributing to gold’s recent rally. Another factor could be the global shift away from the U.S. dollar. That shift won’t happen overnight, but recently countries have begun…
Value, Momentum and Launching ETFs with Wes Gray
…issues related to factor investing including the struggles of value in the past decade, how to tell when a factor no longer works, the evolution of his strategies over time…
🚈 From Quant Investing to Venture Capital with Jim O'Shaughnessy
In this episode we bring back one of our most popular guests. We speak with O’Shaughnessy Ventures founder Jim O’Shaughnessy about his transition from a factor investor to a venture…
Investing In Sectors: A Look at the 11 Sector ETFs
…may be driving investment decisions — a consideration we can look at using the factor exposures in the following section. Sectors and Factors In most cases, the sectors align with…
Navigating the Magnificent Seven's Fundamentals
…70th Percentile Guru Analysis Link for AMZN: https://www.validea.com/guru-analysis/amzn Factor Report Link for AMZN: https://www.validea.com/factor-report/amzn Apple (AAPL) APPLE INC (AAPL) Positives Negatives Guru Rating (more gurus is better) Overall Factor Grade*…
Timing The Market Is Hard
…make more mistakes, such as going in at the top and then selling off too early if the fund starts to dip. So while the factor investing approach can look…
The Long Game: Why Patience and Perspective Matter in Investing
…this podcast episode. Enduring Active Strategies: Understand that with strategies like value investing or other active investment strategies like factor investing approaches, deviations from benchmark returns are expected. Be prepared…