Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Annual | 21.2% |
James O'Shaughnessy | 10 | Tax Efficient | 19.2% |
Partha Mohanram | 10 | Monthly | 14.2% |
Dashan Huang | 10 | Monthly | 17.6% |
Motley Fool | 10 | Tax Efficient | 12.2% |
Validea | 20 | Monthly | 15.7% |
Benjamin Graham | 10 | Annual | 11.2% |
Kenneth Fisher | 10 | Monthly | 10.8% |
Validea | 10 | Monthly | 10.7% |
Martin Zweig | 20 | Tax Efficient | 10.6% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 11.7% | 9.0% |
Factor Rotation - Composite with Trend | 11.5% | 9.0% |
Factor Rotation - Momentum | 10.7% | 9.0% |
Factor Rotation - Composite | 10.4% | 9.0% |
Factor Rotation - Value with Trend | 9.2% | 9.0% |
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5/11/2023
By Justin Carbonneau (@jjcarbonneau)
At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: “You should write your obituary and then try to figure out how to live up to it.” This statement inspired the idea for this article. If we, as investors, were asked to write our own investing obituary, what would it say?4/13/2023
By Jack Forehand, CFA, CFP® (@practicalquant)
We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven't watched the interview yet, I recommend you check it out before you read this because my writing won’t do justice to Guy’s insights in the same way listening to them directly from him will, but I wanted to summarize some of the biggest lessons I learned from our discussion.