The experiences all of us have at the beginning of our investing careers do a lot to shape what we believe and how we act going forward. For investors who…
Tag: Practical Quant
Some Observations on the Current Market Valuation
By Jack Forehand, CFA, CFP® (@practicalquant) — We have had a massive run in the US market since the 2020 bear market bottom. Although the wall of worry has been our constant companion…
The 5 Most Read Investing Posts On Validea's Guru Investor Blog In 2021
It has certainly been an interesting year for the stock market. If you want to illustrate the concept of climbing the wall of worry, you couldn’t pick a better year…
Validea’s Jack Forehand Interviewed on Resolve Riffs Podcast
Validea’s Jack Forehand joined the Resolve Riffs YouTube show and podcast on November 12th to discuss factor investing and our approach to building quantitative strategies. Topics covered in the discussion…
The Different Approaches to Multi-Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — I have always been a big believer that factor investing is an effective way to produce returns that beat the market over time. But I also…
Five Lessons Our Podcast Guests Would Teach Your Average Investor
By Jack Forehand, CFA, CFP® (@practicalquant) — One of the things many podcasts have in common is a standard closing question that they ask all their guests. For most of the history of…
A Look at the Different Approaches to Factor Timing
By Jack Forehand, CFA, CFP® (@practicalquant) — Factor timing has always been one of the most alluring areas of investing for me. It is very clear that all factors have periods where they…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more…
Options for Investors Worried About the Future of the 60-40 Portfolio
By Jack Forehand, CFA, CFP® (@practicalquant) — The 60-40 portfolio just finished one of its best decades in history. And that comes on the back end of a period starting in 1980 that…
What is Quality?
By Jack Forehand, CFA, CFP® (@practicalquant) — There has always been an interesting dichotomy with the quality factor. On one hand, individual investors typically consider it the most sensible factor and it is…