Conviction is probably the most important thing in investing. Regardless of the investment strategy you utilize, the ability to stick with it during the challenging periods is required to achieve…
Tag: Featured
Combining Growth and Momentum Investing with O'Neil Global's Randy Watts and WisdomTree's Jeremy Schwartz
Many investors tend to think growth and momentum investing are highly aligned with each other. But as we have seen recently, with many momentum funds making an aggressive move into…
Revisiting All Things Value with Tobias Carlisle of the Acquirers Funds
This week we bring back our first repeat guest on the podcast. And we can’t think of a better person to have back than our good friend Tobias Carlisle. When…
Revisiting the Market’s Valuation and the Value of Value
By Jack Forehand, CFA, CFP® (@practicalquant) — A few months ago, I wrote an article where I looked at the current valuation of the market, and some areas that looked relatively attractive on…
An In-Depth Look at Sector Investing with State Street’s Matt Bartolini
Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made…
Amplifying Momentum’s Alpha Potential
By Justin Carbonneau (@jjcarbonneau) — Momentum investing can sometimes be looked at as a more speculative type of investing since it involves buying stocks that have gone up the most,…
The Facts About Factor Timing
Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors’ desires to buy low and sell high. But the…
When Conviction Fails You
By Jack Forehand, CFA, CFP (@praticalquant) — I wrote an article last week that challenged some commonly held beliefs about dividend investing. When you take on dividends, you can expect…
You Can't Handle The Truth About Dividend Investing
Investors love dividends. They like them for their potential to beat the market. They like them for the income they provide. Some even like them because of their perceived safety.…
The Underrated Role of Behavior in Investing with Joe Wiggins
Sometimes as investors we tend to focus their efforts on the wrong things. We will spend a lot of time building complicated strategies. We will focus on trying to beat…