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Search Results for: factor

A “Protective” Alternative to the 60/40 Portfolio

November 20, 2019

…you would screen the universe based on your relative momentum factor and buy the stocks in the top 10. Relative strength is the most common relative momentum indicator. The Asset…

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A Framework to Evaluate Value Strategies

November 14, 2019

…Stocks $36 billion $7.7 billion VLUE iShares Edge MSCI USA Value Factor ETF Small and Mid-Cap Stocks $101 billion $15 billion VFVA Vanguard US Value Factor ETF All Stocks $35…

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Dividends Can Help When Value Trails Growth

November 13, 2019

…the only factor to consider.” It cites comments from T. Rowe Price Dividend Growth fund Tom Huber, who warns investors to be mindful of sectors before “diving in to add…

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Mark Mobius: No Recession and Trump in 2020

November 7, 2019

…factor. Mobius also expects the Fed to continue lowering interest rates: “You can’t have a situation where Europe moves into negative rates, China lowers its rates, Japan continues what they…

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Factor Portfolio Returns and Implementation Costs

November 7, 2019

…“criteria that should be met before you consider investing in a factor.” Besides demonstrating higher returns, he says a factor must be: Persistent, with returns holding over time and across…

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Stock-Fund Performance Predictor is Powerful

November 5, 2019

…stock funds—and will release its findings in upcoming articles. Note: the article explained that the study’s calculations were based on the Carhart Four Factor Model, which adjusts for investment style….

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Five Questions: Tackling Some of the Toughest Questions in Investing with Michael Mauboussin

October 23, 2019

…the discount rate is off. But if the factors work for behavioral reasons, then EI is a powerful tool. I should note that the value factor relies on negative feedback,…

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Commentary: Smart Beta vs. Alpha-Beta Combination

October 23, 2019

…ranked by factors,” the article explains, “we could allocate to a combination of the stock market and a long-short multi-factor portfolio. We could build an alpha + beta strategy through…

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Five Questions: Factor Timing with Nicolas Rabener

October 16, 2019

…returns on a factor-based portfolio by timing factors? Nicolas: Yes, and no. Factor timing is the equivalent of market timing, which is typically defined as forecasting returns based on discretionary…

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The Rising Bar for Active Management

October 3, 2019

…what they did. But the rise of factor investing has changed all of that. Now that factors are more understood and products using them are more commercially available, the bar…

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Recent Original Research
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,...
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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...
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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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Riding the Earnings Wave: 10 Stocks Backed by...
In investing, it's often not just the news that matters -- it’s how investors react to it. One of the most underappreciated signals in the market is when analysts raise their earnings forecasts. Research shows that the...
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