The 2024 election is done and Donald Trump has been elected as the 47th President of the United States of America. He comes in with many ideas about his economic policies in his second term. Many of these policies will affect the way you and I should think about our investments in the long term. […]
I have a new stock candidate to add to my small cap value portfolio (which is part of the Premium membership at my newsletter on Substack). This poses a dilemma. My portfolio is allocated based on Kelly Fractions. This is the Kelly Criterion adjusted for a multi-asset portfolio. The allocation takes the correlations and covariances
Photo by Markus Spiske on Unsplash [This article was originally published on Nov 5, 2024] The stock I am going to highlight today is in one of the most boring industries you can think of. This is one of those companies whose products you probably see every day, but you never stop to ask who makes them, neither
You want to buy the best available value stocks in the market today. How do you go about finding them? What you need is a stock screener. This is a software or website that allows you to find stocks based on the criteria that you define. Most people know to look for value stocks using
8 of My Favorite Value Stock Screener Criteria Read More »
One of the very basic concepts of personal finance is to create an emergency fund. An emergency fund acts as a safety net in case something unexpected should happen: for example a job loss, or a medical emergency. We come across this concept of safety net in many walks of life. All forms of insurance,
Understanding Margin of Safety: From Benjamin Graham to Warren Buffett and Now Read More »
Benjamin Graham, the father of value investing, differentiated between a defensive investor and an enterprising investor. An enterprising investor takes a little bit more risk, can be considered a little “growthy”, in pursuit of higher returns. The value principles are still emphasized, you are not going to suddenly turn into a momentum trader. You are
Graham Enterprising Investor Criteria for Value Investors Read More »
Most investors approach long term investment portfolio allocation very casually. Typical processes involve investing whatever cash is available, investing an equal number of shares among all stocks in the portfolio, investing an equal number of dollars among all stocks in the portfolio, or setting some thresholds (I will invest $x to start and if the
Why Strategic Allocation Beats Stock Picking: The Hidden Science of Long-Term Gains Read More »
No value investor wants their money to be dead for years. Ending up with value traps is a big problem. If only there was a way to avoid it? Enter Piotroski F-Score. The Piotroski F-Score is a powerful, yet underutilized, tool that enhances your stock-picking strategy. Developed by Joseph Piotroski and published in his 2002
Piotroski F-Score: The Secret Weapon to Add 7.5% More Alpha to Your Portfolio Read More »
In investing, as in life, the biggest winners are the ones who took a different path. Contrarian investors march to their own drum beat. In this article we will find out what is contrarian investing, how to spot contrarian opportunities, and what mindset to cultivate to be a successful contrarian investor. We will learn why
What is Contrarian Investing? A Complete Guide for Savvy Investors Read More »
Ever asked the dividend investing vs value investing question? Which is the right strategy for me? Say you know for sure that you are philosophically a long term investor. Your primary goal is to create wealth for your future and pass it on to the next generation eventually. You are not interested in the hot
Dividend Investing vs Value Investing: Which Strategy Can Build Your Long-Term Wealth? Read More »
