kelly criterion investing

The Kelly Criterion Isn’t Just for Gamblers. It’s for Serious Value Investors

Leave a Comment / Portfolio Management / /

Most investors think the Kelly Criterion belongs on the blackjack table or in some Ivy League quant’s toolkit. They assume it’s a mathematical toy, not something a grounded, long-term value investor should take seriously. That’s a mistake. Because when used correctly, Kelly sizing can sharpen your capital allocation like a scalpel. In my own small-cap […]

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top dividend growth stocks

12 Top Dividend Growth Stocks for Small-Cap Investors Who Want Compounding and Upside

Leave a Comment / Dividend Stock Screen / /

Looking for dividend stocks with serious growth credentials? This screen might be your new favorite tool. We’ve filtered the universe of small-cap stocks to find the rare breed that offers not just income, but rising income. Each of the 12 companies on this list pays a dividend yielding between 1.5% and 3.75%. Respectable, but not

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growth at reasonable price

Growth at Reasonable Price: The Value Investor’s Secret to Outsized Returns

Leave a Comment / Value Investing / /

Why GARP Deserves a Spot in Your Portfolio Every seasoned investor eventually faces the dilemma: should you chase growth or hunt for value? The truth is, you don’t have to choose. The “growth at reasonable price” strategy, or GARP, blends the best of both. In a market where traditional value has struggled and pure growth

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profitability ratios

The Profitability Ratios Every Serious Investor Should Master

Leave a Comment / Financial Ratios & Metrics / /

As a long term investor, you know that that some numbers are more important than others to find out which company deserves your investment dollars. Profitability Ratios tell you whether the business is running efficiently and creating value for the shareholders, or is eroding value over time investing in bad projects one after another. Earnings

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small cap magic formula stocks

Top 10 Small Cap Magic Formula Stocks to Watch in May 2025 (High Returns, Low Prices)

Leave a Comment / Stock Screen of the Day / /

Magic happens when discipline meets opportunity. And in the world of small-cap investing, few strategies have been as consistently intriguing, and polarizing, as Joel Greenblatt’s Magic Formula. By ranking stocks based on a combination of high return on capital and low valuation, the formula filters out the hype and shines a light on companies quietly

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preferred stock vs dividend ETFs

Building a Safer Income Stream: Preferred Stock ETFs vs. Dividend ETFs

Leave a Comment / Preferred Stock / /

Don’t Risk Your Retirement on the Wrong Yield Strategy As an income investor, you want to maximize your income. But more than that, you want a reliable and consistent income stream. As interest rates fluctuate and market volatility threatens your income stream, choosing between preferred stock ETFs and traditional dividend ETFs becomes more than just

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myth of efficient markets

The Myth of Efficient Markets: Why CAPM Is the Perfect Tool for Herds, Not Outliers

Leave a Comment / Market Insights / /

CAPM Keeps You Average. Value Investing Makes You Wealthy. Most investors unknowingly handicap their potential by relying on models designed to reward conformity. The Capital Asset Pricing Model (CAPM) may work well if your goal is to match the market, but it does little for those aiming to outperform it. In fact, it’s built on

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alternative asset classes

The 5 Alternative Asset Classes That Could Outperform the S&P 500 This Decade

Leave a Comment / Alternative Investing / /

Investors Are Quietly Stepping Off the Beaten Path You’re not imagining it. Traditional 60/40 portfolios are underperforming, and the S&P 500 is increasingly top-heavy with a handful of mega-cap stocks masking broader market fragility. As inflation proves sticky, interest rates remain elevated, and geopolitical tensions disrupt global trade, the case for alternative asset classes has

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kelly criterion position sizing

Kelly Criterion Position Sizing: Avoid the Trap of Overbetting and Underbetting

Leave a Comment / Managing Risk / /

You already know that your edge comes from buying undervalued stocks and letting them work over time. But even with a sound process and solid research, you keep second-guessing your trades. You hesitate when it’s time to enter. You trim winners too early. You panic when a position dips. The problem isn’t your strategy, it’s

Kelly Criterion Position Sizing: Avoid the Trap of Overbetting and Underbetting Read More »

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