In this episode, we are joined by Wes Gray, founder of Alpha Architect and ETF Architect. We cover his biggest lessons from growing the businesses from a startup to over…
Tag: Momentum Investing
For 20 Years, Momentum Investing Has Struggled
20 years ago, Morningstar changed the methodology for their mutual-fund ratings, and since then strategies that employ momentum-stock investing have struggled to find success, contends an article in The Wall…
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
Twin Momentum: Combining Price Momentum & Fundamental Momentum Into One Top Quant Model
In this week’s Screen of the Week, we highlight the Twin Momentum model on Validea, which is a academic model developed by researcher including Dashan Huang. The model combines fundamental…
Show Us Your Portfolio: Gary Antonacci
In this episode, we speak with Optimal Momentum founder and author of “Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk” Gary Antonacci about the process he…
Rebalancing At Momentum ETF Offers Clues To Beat Market
Late last month, the iShares MSCI USA Momentum Factor ETF, which offers maximum exposure to the momentum factor, was rebalanced, offering clues to market-beating strategies, contends Ryan Jackson, a Manager…
The Core Principles of Momentum Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Momentum can be one of the more challenging factors for investors to understand. Since we are investing in businesses when we buy a stock, we are…
Show Us Your Portfolio: Ryan Kirlin
In our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about…
Six Experts Help Us Understand Momentum Investing
Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a difficult time understanding why something should…
Four Ways Value Investors Can Use Momentum
Value investors in general tend to have an aversion to using momentum in their investment strategies. But the long-term evidence suggests they should rethink that. In this episode we look…