…his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short volatility trade. In the…
Search Results for: low-volatility funds
Understanding Shareholder Yield: Beyond Dividend Yield
…Low volatility relative to market (100% score on Multi-Factor Investor model) Attractive valuation metrics (92% score on Value Composite Investor model) Net payout yield of 8.18%, ranking in the 10th…
Five Fundamentally Sound Dividend Aristocrats For 2024
…well (93%) on Pim van Vliet’s low volatility model, which favors stable stocks with good shareholder returns and momentum. AT&T’s low volatility and strong shareholder yield make it attractive under…
The Challenge of Persistent Inflation with Bob Elliott
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the…
Nine Lessons From Rick Ferri
In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick’s approach to simple, low-cost…
Quantifying Warren Buffett
…at least 12% for non-financial firms Free Cash Flow: Positive free cash flow indicates the company is not overextending itself Use of Retained Earnings: Management is earning at least a…
Inside the Investment Strategy of John Neff
…low P/E meant it had been oversold and was due for a rebound. Neff detailed his low P/E approach in his book John Neff on Investing. Originally published in 1999,…
Q&A | ETFs vs Mutual Funds, Asset Location, Sizing Focused Factor Strategies, Direct Indexing
…the tax efficiency of ETFs compared to mutual funds, the pros and cons of having retirement savings in different account types (Roth, Traditional IRA, taxable), strategies for investing in AI…
Quantitative Momentum Investing
…select those with the most consistent performance, as measured by volatility. The resulting portfolio provides concentrated exposure to stocks with high and stable intermediate-term momentum, while maintaining sufficient diversification and…
Evaluating the Fundamentals of NVDA Heading Into Earnings
…cash flows, and high trailing 12-month sales. However, the stock’s low dividend yield prevents it from passing this strategy entirely. NVIDIA scores lower on value-oriented strategies like Benjamin Graham’s Value…