Tag: INVESTMENT PORTFOLIO
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Will Factor-Based Investment Strategies Outperform Over the Next 10 Years?
A client recently inquired about stock market valuation levels, expected and historical returns. The questions posed (as restated by me, for clarity purposes) were: (1) After the surge in valuations of U.S. technology stocks in the first six months of this year, are there currently “dangers” lurking in the stock market? (2) What are the…
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Use of Factor Investing in Portfolio Design for Retirees and Accumulators
In previous posts I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods of time (10-20 years) with a high degree of probability. Over the next 20 years, exposure to these factors brings with it a very strong probability…