…did have a more significant impact on momentum-investing’s performance. Momentum-investing strategies are still used, and can be effective, particularly ones that employ ETFs with a specific single-industry focus. Still, it…
Search Results for: momentum
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
Why It’s Great to be an Investor Now in 2023
…over the past 15 years and we’ve been part of that trend with the blog posts on Validea and our investing podcast, Excess Returns, which is gaining momentum. Podcasts like…
An Inside Look at the Quality and Low Volatility Factors
Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look…
Investing In Sectors: A Look at the 11 Sector ETFs
…the broader market cap-weighted index offers valuable insights into where investors may be actively positioning their sector bets. It also sheds light on areas where perceived value, momentum, or quality…
Navigating the Magnificent Seven's Fundamentals
…gurus is better) Overall Factor Grade* (lower is better) Sales Growth, Reinvesting in the business and growth, Strong price momentum Very expensive, not profitable 88% from the P/B Investor Model…
Conservative Investing - Using Trend Following to Manage Risk and Drawdowns | James St. Aubin
…that not all trades will be winners 37:40 – When momentum and trend following struggle 41:00 – Attracting the right type of investors 43:27 The one lesson James would teach…
Twin Momentum: Combining Price Momentum & Fundamental Momentum Into One Top Quant Model
…momentum and price momentum and looks for the stocks exhibiting both types of momentum. Today’s Screen: X Pass the Twin Momentum with at least 90% (stocks are percentile ranked based…
Before Buying This ETF, Read The Ingredients
…growth-focuses fund managers, S&P reconfigured its growth indexes to factor in momentum along with sales growth and price-to-earnings ratio. The reason Microsoft is in S&P’s value index is because its…
Show Us Your Portfolio: Gary Antonacci
In this episode, we speak with Optimal Momentum founder and author of “Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk” Gary Antonacci about the process he…