Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
Tag: Factor Focus
Understanding Shareholder Yield: Beyond Dividend Yield
When evaluating potential investments, many investors focus on dividend yield as a key metric. However, shareholder yield offers a more comprehensive picture of how companies return value to shareholders. Let’s…
Five Fundamentally Sound Dividend Aristocrats For 2024
Dividend aristocrats are S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. These companies are known for their financial stability, consistent growth, and commitment…
July 2024 Value Spread Update: Value Remains Cheap, But Not Historically So
Here is the latest value spread update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the…
July 2024 Market Valuation Update: The Median Stock is Much Cheaper Than the Market
Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Could Lululemon Be Buffett's Next Buy
Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks,…
ETF Factor Profile: QVAL
Validea’s ETF Factor Report looks at hundreds of US Equity ETFs through the lens of the major investing factors. We look at each ETFs exposure to a variety of factors…
June Market Valuation Update
Here is the latest update for June from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Quantifying Warren Buffett
Warren Buffett is widely regarded as the greatest investor of all time. The “Oracle of Omaha” has amassed a multi-billion dollar fortune through his holding company Berkshire Hathaway by following…
Inside the Investment Strategy of John Neff
Who is John Neff? John Neff was the legendary manager of Vanguard’s Windsor Fund from 1964 to 1995. During his three-decade tenure, the fund averaged a 13.7% annual return, beating…