…“Twin Momentum” paper by Huang et al. demonstrates that combining these two momentum factors can lead to superior investment returns compared to using either factor alone. The authors found that…
Search Results for: factor
The Quality Factor: Benefits of Investing in High Quality Stocks
When it comes to investing in the stock market, there are many different strategies and factors to consider. One approach that has gained popularity in recent years is focusing on…
The Enduring Appeal of Dividend Aristocrats
…value to shareholders. Market Cap: $149,814 million. Highest Scoring Strategy: Multi-Factor Investor Sherwin-Williams Co (SHW): A global leader in the manufacture, development, distribution, and sale of paints, coatings, and related…
The S&P 500 Is Highly Concentrated | Should You Be Worried?
The top ten companies in the S&P 500 currently represent 35% of the index. Some market pundits have talked about that being a significant risk factor for the market going…
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
…bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn’t a #1 rap song in 2023 and a lot…
Microcap Funds Could Offer Big Returns in 2024
…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…
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…