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

Excess Returns, Ep. 23: The Challenges of Multi-Factor Investing

May 11, 2020

The basic theory of multi-factor investing is pretty simple. It has been widely proven that factors like value and momentum can outperform the market over long periods of time. But…

Read more

A Look at Some Alternative Ways to Manage Risk

April 29, 2020

…Generalized Protective Momentum takes the correlation between asset classes into account when selecting them in addition to their momentum. Strengths: By considering correlation in addition to momentum, this approach tends…

Read more

Wall Street Mayhem Making Money for the Fastest Quants

April 2, 2020

…ability to speedily “pounce on pronounced volatility and macroeconomic uncertainty” has paid off for short-term-trend-focused quants, the article said, citing data from Deutsche Bank showing strategies that track intraday momentum…

Read more

Webinar: How To Use Validea Tools in Today's Rocky Market

March 23, 2020

…momentum and trend following and other concepts. The site’s Guru Stock Screener as a way to source new ideas in some of the most beaten down areas of the market….

Read more

Excess Returns, Ep. 16: Looking at Different Ways to Manage Risk

March 23, 2020

…and more advanced quantitative approaches like Trend Following, Protective Asset Allocation and Generalized Protective Momentum. We discuss: The different types of risks (inflationary and deflationary shocks) investors face. Simple and…

Read more

Excess Returns, Ep. 14: Some Thoughts on the Struggles of Factor Investing in the Past Decade

March 9, 2020

The long-term evidence to support factor investing is compelling. Academic work has shown that factors like value and momentum have produced an excess return relative to the market over time….

Read more

Five Questions: The Future of Asset Management with Meb Faber

March 4, 2020

…momentum and trend. As we go back to the time of Ben Graham and Charles Dow, if not long before that, these approaches can go in and out of favor…

Read more

Sixteen Quant Leaders Weigh-In on What Happens Next

March 2, 2020

…said, financial advisors will “use the language of factors to create bespoke portfolios” and individuals will be more “outcome-oriented with factors—growing their nest egg with value and momentum, or being…

Read more

Some Thoughts on the Struggles of Factor Investing in the Past Decade

February 12, 2020

…momentum, quality and low volatility factors from 1/2009 to 12/2019. Factor Key Annualized Return Annualized Standard Deviation Value AQR-HML -3.90% 8.02% Momentum AQR-MOM -2.09% 16.40% Quality AQR-QMJ 2.53% 8.59% Bet…

Read more

The Hot “Quant” Industry is Suffering a Winter

February 10, 2020

…well-known ‘factors’ “ such as earnings growth or momentum, “tend to scour markets for fainter, rapid signals, and are usually staffed by scientists and programmers rather than people with a…

Read more

Posts navigation

1 … 27 28 29 … 55
Recent Original Research
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...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
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