We are currently in a very challenging time for building multi-asset portfolios. The 60-40 portfolios is coming off one of its best decades ever, but the expected future returns on…
Tag: Featured
Pockets of Value in an Expensive Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The stock market has had a huge run in the past 15 months. As of May 11th, the S&P 500 is now up 64%, off…
Strategy Focus: Low Volatility Investing and the Conservative Formula
The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and…
Weekly Highlights: Potential Moves to Protect Gains, Royce on Small-Caps and Why Cash on the Sidelines is Overrated
In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…
Moves to Consider to Help Protect Your Portfolio & Profits
By Justin Carbonneau (@jjcarbonneau) Over the past few weeks, I’ve had conversations with a number of investors about the market’s amazing move higher, the astonishing performance in small caps, cyclicals…
Six Potential Metrics to Help Limit Value Traps
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’t look great – actually in many cases…
Investing in Freedom in Emerging Markets with Perth Tolle, Founder of Life + Liberty Indexes (Ep. 86)
The emerging market universe includes a very diverse set of countries, many of which are sorely lacking in the types of freedom enjoyed by their people. Some of the biggest…
Some Thoughts on Low Volatility Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Like many investors, I like to follow strategies that make sense to me. If I am following a factor, I want to feel like the…
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French (Ep. 85)
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper “Migration” by Eugene Fama and Kenneth…
The Challenges of Avoiding Value Traps – And Some Criteria That Might Help
By Jack Forehand, CFA, CFP® (@practicalquant) — I wrote an article a few weeks back that looked at how much of the outperformance of value stocks since the bottom in March of…