I analyze a trading strategy created in 2014 that showed great backtested returns. A few simple robustness tests would have provided several clues as to how the strategy
Utilities tend to outperform the market during corrections. I’ve researched a simple trading strategy that profits during the good times and preserves capital during the bad. The Boring
We’ve implemented ETF and Fund data on our platform. InvestorsEdge now covers 129,881 securities globally. We’ll show you a very simple ETF strategy that has beaten the S&P
Earnings surprises occur when a company reports earnings dramatically above analyst estimates. We have identified 4 simple factors which when combined create a successful strategy returning 20% annually
Month 11 running our Growth At A Reasonable Price Strategy sees our portfolio of stocks rising in value by 2.85% in June. The strategy is now showing 36%
Used to determine the strength of a company’s financial position, does the Piotroski Score work? Like a fine wine the score seems to have gotten better with age.
The Low-Risk Yield strategy has returned 19% since September 2017. June was another great month for this strategy with a 5% increase in value. Despite the headwinds expected
Month 10 running our Growth At A Reasonable Price Strategy sees our portfolio of stocks rising in value by 2.7% in June. The strategy is now showing 12%
The Low-Risk Yield strategy has returned 16% since September 2017. My theory that all dividend stocks would spend a large portion of 2018 in the doldrums has been
Month 9 running our Growth At A Reasonable Price Strategy sees our portfolio of stocks rising by 3.1% in May. The strategy is now showing 8.4% YTD returns
It seems intuitive that companies with high returns on the capital will perform better than their less efficient peers. I have been spending some time this week researching
Joel Greenblatt documented his “Magic Formula” in 2005. His strategy showed 24% gains between 1988 and 2009. The last 8 years have shown much more ordinary returns. You
Month 8 running our Growth At A Reasonable Price Strategy sees a a rebound with total returns rising from 12% to 24% over the last quarter. Our strategy
Investing in mid-large caps companies with high yields and returns on assets has historically delivered superior returns. Backtests show average returns of 15.2% annually since 2000, including an
Our 5th month running the Growth At A Reasonable Price Strategy sees a 12.3% net return and is already bouncing back. Our GARP strategy saw returns of 20%
Price to Earnings and Price to Book ratios provided the best indicator of higher returns in 2017. Price to Cashflow and FreeCashflow were the factors to avoid, although
Our Value strategy saw an 6% increase in the valuation of our holdings during since its inception in September 2017. This article summarizes the strategy’s current positions and
Our GARP strategy saw a 5% increase in the valuation of our holdings during December 2017. The strategy has returned 16.5% since inception, a 7.7% outperformance of its
We detail the performance of our GARP trading strategy over the last 3 months. The strategy has returned 11.5%, a 4% out-performance of its S&P 500 benchmark. We
We detail the performance of our GARP trading strategy over the last 3 months. The strategy has returned 11.5%, a 4% out-performance of its S&P 500 benchmark. We
We review a recent Factset Insight article that systematizes a Buffet-style trading strategy. We find this large-cap system returned 13% annually and also performed well in most of
