Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for July 2025 (Final)
Cash TLT LQD SPY

Momentum Investing Strategy (Strategy Overview)

Allocations for July 2025 (Final)
1st ETF 2nd ETF 3rd ETF
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Investing Research Articles

43 Research Articles

Weekly Summary of Research Findings: 5/31/22 – 6/3/22

Below is a weekly summary of our research findings for 5/31/22 through 6/3/22. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.

Substitute QQQ for SPY in SACEVS and SACEMS?

Subscribers asked whether substituting Invesco QQQ Trust (QQQ) for SPDR S&P 500 (SPY) in the Simple Asset Class ETF Value Strategy (SACEVS) and the Simple Asset Class ETF Momentum Strategy (SACEMS) improves outcomes. To investigate, we substitute monthly QQQ dividend-adjusted returns for SPY dividend-adjusted returns in the two model strategies. We then compare the modified… Keep Reading

Weekly Summary of Research Findings: 12/4/23 – 12/8/23

Below is a weekly summary of our research findings for 12/4/23 through 12/8/23. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive these weekly digests via email, click here to sign up for our mailing list.