Factor-Based Stock Portfolios
|Guru Based on||Number
|James O'Shaughnessy||10||Tax Efficient||19.2%|
|Motley Fool||10||Tax Efficient||12.2%|
|Martin Zweig||20||Tax Efficient||10.6%|
Factor-Based ETF Portfolios
|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%|
Analysis of any stock using the proven fundamental models of Buffett, Lynch and other greats..
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Twenty two time-tested portfolios based on proven fundamental strategies and academic research.
Simple ETF-based portfolios that manage risk and drawdowns.
Screen for stocks that pass the strategies of investment legends. Couple their criteria with your own.
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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?
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.