factor etfs

The Dirty Little Secret Behind Most Factor ETFs (And What You Should Do Instead)

Why You Should Be Wary of Factor ETFs? You already know that factors like value, momentum, quality, and low volatility have a long track record of outperformance. That’s why the explosion of “factor ETFs” looks so tempting on the surface. But here’s the dirty little secret Wall Street doesn’t advertise: most factor ETFs dilute your […]

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large cap buffettology stocks

54 Large Cap Stocks That Meet the Buffettology Criteria – April 2025

If you’ve ever wondered what Warren Buffett might look for if he were screening stocks today, you’re in the right place. This stock screen is built directly from the principles laid out in the bestselling book Buffettology. The goal is simple: identify companies with the financial strength, profitability, and resilience that could make them worthy

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best inflation hedges

Gold, Bitcoin, or Real Estate? The Best Inflation Hedges for 2025 Ranked

When inflation runs high and uncertainty spreads across the economy, you need assets that do more than just keep pace. You need assets that protect and grow your purchasing power. Right now, investors are witnessing a turning point. Gold is hitting all-time highs as trade wars ignite safe-haven demand. Bitcoin is gaining credibility as a

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free cash flow valuation model

The Free Cash Flow Valuation Model: A Quiet Weapon for Serious Investors

This isn’t just another financial metric — it’s the foundation of serious, lasting wealth creation. While financial media obsesses over earnings beats and Wall Street justifies inflated multiples, experienced investors know where to look: free cash flow. The Free Cash Flow Valuation Model is one of the most reliable, underutilized tools for assessing a company’s

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CAPM

Why CAPM Fails Real Investors: The Hidden Risks in Relying on Beta

In the world of academia, elegance often trumps reality. You’re told to trust the math. That beta knows your risk, and CAPM tells you your return. The neatness is seductive—plug in a few numbers and out comes a risk-adjusted return. But what if this elegant formula collapses the moment real money is at stake? For

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barbell investment strategy

The Barbell Investment Strategy: How to Play Defense and Offense at the Same Time

Markets today are both unpredictable and unforgiving. Inflation won’t go quietly. Interest rates are stubborn. Risk assets are twitchy. But amid all this noise, one strategy helps you sidestep paralysis and take calculated risks: the barbell investment strategy. This isn’t about balance. It’s about controlled extremes: combining safe assets on one side and high-reward plays

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buying gold

Buying Gold in 2025: A Smart Move or a Fear Trade?

Is Your Portfolio Built for Uncertainty? 2025 isn’t just another year. We’re staring down a new era of tariffs, currency realignments, and growing disillusionment with U.S. Treasuries. Gold is back in the headlines—and not just on CNBC. Investors like you are weighing a serious question: is buying gold a wise strategic move or a panic-fueled

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interest rates and intrinsic value

How Interest Rates Affect Intrinsic Value and Why Most Investors Miss the Signal

When the Market Misprices Risk, Intrinsic Value Shifts Without Warning You hear it all the time: “Interest rates are rising,” “The Fed is pivoting,” “Bonds are back.” But few investors stop to ask what this actually means for the companies they own. Even fewer understand how changes in interest rates directly affect the intrinsic value

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geographic diversification 2025

Geographic Diversification in 2025: Is the U.S. Still the Safest Bet?

Every investor has heard it before: stay close to home. U.S. stocks have long been the dominant force in global markets, and for good reason. Stability, innovation, and deep liquidity have made America the go-to destination for capital. But 2025 looks and feels different. From tariff shocks to international outperformance, the question has shifted from

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portfolio allocation strategies

40 Portfolio Allocation Strategies for Smarter, Stronger Investing

Every investor hits the same wall at some point. You’ve done the research, built conviction in your ideas, and then comes the inevitable question: How much do I invest in each one? Or even broader: How do I spread my capital across different asset classes, ideas, and risk levels? There’s no one-size-fits-all. But there are

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