Factor-Based Stock Portfolios
Guru Based on | Number Of Stocks |
Rebalancing | Annual Return |
---|---|---|---|
Meb Faber | 10 | Annual | 21.0% |
James O'Shaughnessy | 10 | Tax Efficient | 18.5% |
Partha Mohanram | 10 | Monthly | 13.4% |
Dashan Huang | 10 | Monthly | 17.0% |
Motley Fool | 10 | Tax Efficient | 11.9% |
Validea | 20 | Monthly | 15.5% |
Patrick O'Shaughnessy | 20 | Monthly | 14.9% |
Kenneth Fisher | 10 | Monthly | 10.9% |
Benjamin Graham | 10 | Annual | 10.8% |
Martin Zweig | 20 | Tax Efficient | 10.5% |
Factor-Based ETF Portfolios
Portfolio | Annual Return |
Benchmark |
---|---|---|
Factor Rotation - Momentum with Trend | 11.2% | 8.7% |
Factor Rotation - Composite with Trend | 11.0% | 8.7% |
Factor Rotation - Momentum | 10.3% | 8.7% |
Factor Rotation - Composite | 9.8% | 8.7% |
Factor Rotation - Value with Trend | 8.8% | 8.7% |
10/18/2023
By Justin Carbonneau (@jjcarbonneau)
What do you see when you look inside your portfolio so far this year? Do you have a broad, diverse set of winning positions or are most of your gains in just a few stocks. I'm guessing for most investors, it's the latter, which paints a revealing picture of what has transpired in the market this year - a handful of ultra-large stocks, known as the "Magnificent Seven" - Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla - have driven a substantial part of the overall gains.10/4/2023
By Justin Carbonneau (@jjcarbonneau)
Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It's the ability to endure difficult circumstances, persevere in the face of adversity, or wait calmly for the achievement of a goal. Patience pays off when investing. Patience is also hard.