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Value Investing Strategy (Strategy Overview)

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Allocations for October 2021 (Final)
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Investing Research Articles

3057 Research Articles

Follow the Institutional Leaders?

…individual investors should be wary of investing in stocks that are the top mutual fund holdings.

Can the “Experts” Help You Beat the Market?

…portfolios built using aggregate analyst recommendations may produce gross outperformance, but transaction costs absorb excess returns. Moreover, privileged investors get the jump on analyst-driven trades.

50-Year Fed Model Meme?

…the Fed Model has worked pretty well starting about 1960, with interest rates since playing a key role in stock valuation.

One Up on the Fed Model?

…individual investors may be able to outperform through determined reinvestment of dividends and exploitation of capital gains mean diversion and reversion.

Earnings Yield-Interest Rate Spread

…the gap between the S&P 500 earnings yield and Treasury instrument yields has some market timing value, with short spreads outperforming long spreads.

Reversion to Something

…stock market returns fluctuate away from, and revert to, a running mean on a roughly annual basis.

Are Short Sellers Smarter Than the Average Bear?

…investors should avoid stocks with high short interest ratios.

Implicit Coordination of Individual Investors?

…individual investors systematically show attention-driven herd-like behaviors.

The Lure of Trading?

…a high level of trading activity usually underperforms.

Does Investor Sentiment Give Trading Signals?

…just because there is a crowd of traders does not mean there is wisdom.