Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener

Tag: Investor Behavior

Optimism vs. Pessimism: Defining Your Investing Future
2 years ago
Optimism vs. Pessimism: Defining Your Investing Future

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…

Goldman Sachs: U.S. Households Will Sell $750 billion In Stocks
2 years ago
Goldman Sachs: U.S. Households Will Sell $750 billion In Stocks

Strategists at Goldman Sachs estimate that U.S. households will sell off $750 billion in stock in 2023, due to rising bond yields and reduced savings, according to an article in…

The Art and Science of Intelligent Fund Selection with Joe Wiggins
3 years ago
The Art and Science of Intelligent Fund Selection with Joe Wiggins

In this episode we talk fund selection with Joe Wiggins, author of the new book “The Intelligent Fund Investor: Practical steps for better results in active and passive funds”. We…

5 Behavioral Tricks for Long-Term Investors
3 years ago
5 Behavioral Tricks for Long-Term Investors

By Jack Forehand, CFA, CFP® (@practicalquant) — 2022 has certainly been a challenging year for markets. Although the S&P 500 is only down about 15% for the year, which is significantly less than…

Show Us Your Portfolio: Dr. Daniel Crosby
3 years ago
Show Us Your Portfolio: Dr. Daniel Crosby

In this edition of Show Us Your Portfolio, we speak with Dr. Daniel Crosby. Daniel is an expert an investor behavior and the Chief Behavioral Officer at Orion. We speak…

The October Witch: Pain in the Short Term = Progress in the Long Term
3 years ago
The October Witch: Pain in the Short Term = Progress in the Long Term

Spooky season is upon us, even on Wall Street: October has seen 7 out of the 10 worst days in stock market history. The panic is historical; in the 1800s,…

The Case For "Doing Nothing" In Volatile Times
3 years ago
The Case For "Doing Nothing" In Volatile Times

After its steep plummet at the beginning of the year, the stock market rally last month seemed like cold comfort, and it continues to wobble up and down without much…

Bear Market Will Near Its End When Investors Panic
3 years ago
Bear Market Will Near Its End When Investors Panic

Extreme pessimism is usually an indication that the market is hitting bottom, and this current bear market is not there yet, contends an article in MarketWatch. While it feels like…

What We Should Remember About Bear Markets
3 years ago
What We Should Remember About Bear Markets

From time to time we have guest posts on Validea’s Guru Investor blog from others who we admire, respect and are providing valuable insights to investors. Today’s post is from…

The Good, Bad and Ugly of Trend Following
3 years ago
The Good, Bad and Ugly of Trend Following

By Justin Carbonneau (@jjcarbonneau) — Something has happened recently that hasn’t happened in quite some time – of the seven major market indices we apply our trend following model to…

Posts navigation

1 2 … 7
Recent Original Research
August 28, 2025
Small Caps Are Heating Up: Can the Motley...
Small-cap stocks are finally showing signs of life. After trailing large caps for much of the past decade, the Russell 2000 has returned nearly 25% since the market bottomed out in April, outpacing the S&P 500. Even...
August 26, 2025
Ten Top Wide Moat Stocks That Pass the...
In today's rapidly evolving and intensely competitive marketplace, businesses with robust economic moats present compelling opportunities for sustained investment performance. These organizations maintain durable competitive strengths—such as powerful network effects, significant customer switching barriers, superior operational efficiency,...
August 25, 2025
The Reversion of International Stocks: A 2025 Story
For much of the past decade, international equities have lagged behind the S&P 500. U.S. large-cap growth names – particularly the “Magnificent Seven” – captured investor attention, while many investors overlooked global markets. But 2025 is shaping...
August 22, 2025
Ten Top Peter Lynch Stocks
Peter Lynch stands among the most celebrated investors in modern financial history, having transformed Fidelity's Magellan Fund from a modest $18 million portfolio into a $14 billion powerhouse during his tenure from 1977 to 1990. Under his...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved