Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Search Results for: momentum

Challenges for the 60/40 Balanced Investor in Today’s Market

April 6, 2022

…bonds and gold) with and without trend-following and also alternative approaches like Generalized Protective Momentum and Protective Asset Allocation, which use momentum, correlation and have a crash protection stance to…

Read more

Four Ways Value Investors Can Use Momentum

March 30, 2022

…That factor is momentum. Using momentum with value isn’t as straightforward as many think, though. There are a variety of ways to do it, and each one of them can…

Read more

The Five Biggest Mistakes I Have Made in My Career Managing Quant Strategies

March 23, 2022

…the course of my career more than I should have. Even if momentum makes much less sense to me intuitively, the empirical evidence to support it is just as strong….

Read more

Flush With Wealth, Older Americans Are Poised To Spend This Year

March 23, 2022

…at the beginning of the pandemic, and consumers aged 65 years and older have increased their spend the slowest of any age group. According to Visa’s “spending momentum” index, the…

Read more

Buying The Dip No Longer A Sure Thing

March 14, 2022

…colliding with selloffs from institutional investors, making the approach a less effective way to build and keep the momentum from a short-term bounce. As inflation threatens to rise over the…

Read more

Dual Momentum Investing with Gary Antonacci

March 8, 2022

…momentum investing topics, including using modules to introduce uncorrelated assets into a strategy, whether value and quality can enhance momentum and how momentum works when applied to cryptocurrencies. Listen on…

Read more

JPMorgan Prefers Value Over Growth

March 2, 2022

Strategists at JPMorgan prefer value stocks over growth stocks, and are optimistic that the economy will sustain positive momentum, reports an article in The Street. Though growth stocks have dipped…

Read more

A Look at Changing Factor Exposures in an Evolving Market

February 16, 2022

…have back in 2020. Momentum Top Momentum Decile       Current 2/16/2021 3/26/2020 Value 59 25 29 Quality 52 31 40 Low Volatility 41 25 40 Another side effect…

Read more

ARK’s Rise & Fall: 4 Lessons

February 10, 2022

…top in 2020, and dropped down to the bottom again last year. Don’t Chase Momentum. Investors tend to buy into a fund after it’s already made a lot of gains,…

Read more

Quant Pioneer Asness Says It’s Too Early To Gloat

January 17, 2022

…it’s firing on all cylinders now,” he said. “The fundamentals are right, the price momentum is right and the valuation spreads are still, ignoring the prior six months, at records.”…

Read more

Posts navigation

1 … 20 21 22 … 56
Recent Original Research
October 22, 2025
Ten Top Peter Lynch Stocks – October 2025
Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
October 14, 2025
Ten Top Dividend Aristocrats
The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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