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Search Results for: momentum

Balancing Return and Risk in Factor Investing with Harin de Silva

October 4, 2021

Many factor investors tend to use similar approaches. You will typically see some value and momentum in their strategies. You will also likely see some quality, and maybe even some…

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Quants Are Taking Over The Bond Market

September 29, 2021

…Investors now believe that slicing bonds by factors like value and price momentum produces outperformance over traditional investing styles, and Wall Street is following along as never before, the article…

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Three Ideas to Help Fundamental Investors Weather a Flows Based Market

September 29, 2021

…in opposition to our own opinions. Momentum doesn’t care about why something is going up. It only cares that it does. If the market cares about fundamentals, then momentum will…

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Options for Investors Worried About the Future of the 60-40 Portfolio

September 22, 2021

…used to only be available to more sophisticated investors, but there is now an ETF that follows the strategy. We have also found some interesting quantitative approaches that use momentum…

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Eighteen Financial Terms That Define Our Time

September 17, 2021

…factors that look for and rank stocks based on value, momentum, quality and low volatility metrics. Shareholder Yield: Companies can return cash to shareholders in a number of ways –…

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Equal- vs. Market-Cap Weighted Portfolios

September 16, 2021

…positive exposure to the momentum factor and negative exposure to size and value factors—something that seems insignificant now, but if there’s a repeat of the tech bubble implosion of 2…

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What is Quality?

September 8, 2021

…greatest companies. When you suggest momentum, they wonder why they would buy a stock just because it has gone up. When you suggest low volatility, you get similar concerns about…

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A Look at the Valuation of the Major Investing Factors

August 18, 2021

…seem weird to see that momentum is cheap given the huge run the market has been on. But that result is a function of the ability of momentum to rapidly…

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Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz

August 12, 2021

…it in its early stages. And on the momentum side, we cover combining momentum with mean reversion, the importance of the right rebalancing time frame, and the benefits of momentum…

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Hulbert: Some Value Stocks are Still Beating the Market

August 3, 2021

…will outperform growth in the coming years, he advises that your equity portfolio be diversified and exposed to other factors in addition to value, including quality and momentum.” Get Full…

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