By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the “hopefulness and confidence about the future or the successful outcome of something.” Pessimism is defined as “a tendency to see…
Tag: Factor Focus
Why It’s Great to be an Investor Now in 2023
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space,…
Investing In Sectors: A Look at the 11 Sector ETFs
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the…
Navigating the Magnificent Seven's Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when…
The Long Game: Why Patience and Perspective Matter in Investing
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It’s the ability to endure…
Investing for Longevity: Wealth Creation Inspired by Blue Zone Habits
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out on Centenarians (Live to 100: Secrets of the Blue Zones) – individuals who live to 100+ years old –…
Small Cap Value: Waiting for the Jumpstart
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I…
The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing…
Navigating Fear: Lessons from Great White Sharks and Bear Markets
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — I was away at Cape Cod last week with my family. There was lots of beach time, but I had a ringing in my ear…
Failure Points in Investing: Learning from the James Webb Telescope’s Journey
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Netflix has a new documentary out (Unknown: Cosmic Time Machine) on the development and launch of the James Webb Telescope (JWST). The documentary highlights how…
