Gold has long been considered a safe haven during volatile times, especially by “goldbugs” who love the asset for its history and intrinsic value—despite the fact that gold doesn’t offer…
Search Results for: value
Four Ways Value Investors Can Use Momentum
Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use…
Value, Momentum and Launching ETFs with Wes Gray
…issues related to factor investing including the struggles of value in the past decade, how to tell when a factor no longer works, the evolution of his strategies over time…
Dividend ETF Trade Misfires
…a “value bias” to dividend strategies and this year was a “growth market.” Indeed, half of the SPDR S&P Dividend fund is tied up in consumer staples, healthcare, and utilities—three…
For 20 Years, Momentum Investing Has Struggled
…investment. Large-cap growth was compared only to other large-cap growth funds, small-cap value to other small-cap value funds, etc. That allowed some funds that had gotten low ratings to move…
⚙️ The Characteristics of a Good Investment Process - And How to Know When to Change It
…the 60-40 portfolio and the struggles of value investing as examples of how to think about when to change it. 🎧 Listen on Apple 👂 Listen on Spotify 🖥️ Watch…
Optimism vs. Pessimism: Defining Your Investing Future
…though current portfolio values might be down, the expected future returns are higher. Take 2022 and 2023 as an example. At the end of 2022, many investors were very negative…
⚙️ How Popular Market Indexes Are Constructed with Athanasios Psarofagis
…value and growth indexes. But in all cases, we look at the behind the scenes details of how the index is built and how that impacts the returns they generate…
Is Value Investing Out of Favor or Out of Time?
Between the 1970s and 2007, value investing—where investors identify stocks that are trading below their intrinsic value—reigned supreme for two generations of investors. But for the last 16 years, growth…
An Inside Look at the Quality and Low Volatility Factors
Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look…