Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment

Search Results for: momentum

Mapping The Opportunity in Small Caps to Value Investment Strategies

August 31, 2022

…books or academic papers and builds stock selection models that rank stocks through each fundamental strategy. We run value, growth, momentum and low volatility models. Many of the models we…

Read more

The Many Different Flavors of Value

August 24, 2022

…to Rebalance With factor-based portfolios, how often you rebalance can have a significant effect on returns. Momentum portfolios typically require more frequent rebalancing to produce their best performance, but in…

Read more

What Seeing Galaxies From “Far, Far Away” With The Webb Telescope Can Teach Us About Investing

July 27, 2022

…to find the drivers of stock returns, including the size and value premium along with momentum and a few others. These factors were present in markets, but it took research,…

Read more

Beware the Back Test

July 13, 2022

…more back tested results accompanying investment products. In fact, much of the evidence that support things like value and momentum, which are used in countless investment products, is based on…

Read more

Six Experts Help Us Understand Momentum Investing

June 21, 2022

Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should…

Read more

Bank of America Survey Shows Stagflation Fears

June 17, 2022

…that destroyed any hope of the Fed being able to slow its momentum as it aggressively raises interest rates, the article contends. 73% of the survey’s respondents believe the economy…

Read more

Four Ways Value Investors Can Use Momentum

May 31, 2022

Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look…

Read more

Harnessing Empirical Finance in Long-Term Investing Strategies with Dimensional’s Savina Rizova

May 19, 2022

…of Barron’s 100 most influential women in finance. We also take a deep dive into factor investing and how Dimensional views the major factors including value, momentum, profitability and investment,…

Read more

The Good, Bad and Ugly of Trend Following

April 27, 2022

…Multiple Investor (CARLISLE) 12/29/2008 40.50% 70.90% Quantitative Momentum Investor (GRAY) 1/3/2006 45.40% 70.60% Energy 12/23/1998 41.20% 72.10% Technology 12/23/1998 52.50% 82.00% Financials 12/23/1998 49.40% 82.70% Getting Out and Back In The second…

Read more

Why Are Economists Worried When The Economy Is Booming?

April 13, 2022

…current economic rebound is great enough that it can afford to lose a lot of momentum without falling backward. And most economists expect supply constraints to loosen as the pandemic…

Read more

Posts navigation

1 … 18 19 20 … 55
Recent Original Research
July 8, 2025
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...
July 7, 2025
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...
July 6, 2025
Ten Top High Shareholder Yield Stocks – July...
Shareholder yield offers investors a complete picture of how companies create value for their shareholders relative to market capitalization through three key mechanisms. Companies can return cash directly via dividends paid from profits. They can buy back...
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved