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Search Results for: momentum

Greenlight Climbs 36.6%, Recouping Losses

January 19, 2023

…in 2018, but ended last year with a 3.5% gain, according to an anonymous source who is familiar with the fund. Quick Links Warren Buffett Portfolio High Momentum Stocks Low…

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Arnott: Put Money In Multi-Factor Strategies

January 19, 2023

…article in Barron’s. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Multifactor strategies blend a variety of factors, reaching for long-term outperformance, and the funds…

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Four Lessons From Andy Berkin and Larry Swedroe

January 18, 2023

…core factors like value, momentum, quality and low volatility to a world where everyone is trying to find the latest great factor. And many of these new factors don’t stand…

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For First Time In A Decade, Bonds Are Exciting

January 13, 2023

…and commercial mortgage-backed securities could be used to offset long-term U.S. Treasury bonds as a hedge. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks 2022…

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The Yield Curve May Be Flashing A False Recession Warning

January 13, 2023

…High Momentum Stocks Low Volatility / Conservative Stocks Every one of the last eight recessions have been heralded by yield curve inversions, which is when long-term Treasury yields drop lower…

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The Fund Industry’s 15 Top Wealth Makers

January 13, 2023

…get higher inflows; i.e., “the big generally get bigger.” Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Arnott’s list is comprised of well-known names. Eight…

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Investors Aren’t The Only Ones To Pay Tech Bill

January 13, 2023

…have. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Driven by government stimulus money, low interest rates, and high demand during the pandemic, venture capitalists…

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Investing Seemed Easy Last Year, But Not Anymore

January 13, 2023

…Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Making things murkier are happenings such as the rising bond yield, and stock valuations that are again near their long-term…

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How To Find Quality Growth Stocks

January 13, 2023

…reports an article in Barron’s. Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks But many growth fund managers are forging ahead, and investors should take…

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The Magic of Multi-Factor Investing

January 12, 2023

…for stocks with elements of both value and momentum. For example, I might rank all stocks in my database using value and then rank them using momentum and include the…

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Recent Original Research
May 13, 2025
Ten Top NASDAQ 100 Stocks
The NASDAQ 100 has experienced a remarkable decade-long run, delivering impressive returns for investors across this extended period. However, beneath the surface of this broad index performance lies a more nuanced reality: individual companies continue to offer...
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Technology stocks have enjoyed an impressive run over the past decade and are often viewed as expensive as a group. However, Validea's comprehensive analytical framework helps identify pockets of value within this sector. By evaluating stocks through...
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The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
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The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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