Factor Investing 4 – RA Symposium
Today’s post is the fourth in a series on factor investing, otherwise known as smart beta. We’re going to look at a symposium hosted by Research Associates in California.
Yearly Archive: 2020
ESG Portfolio 5 – Corona Review
Today’s post is the fifth about an ESG Portfolio that I put together at the start of 2020.
Weekly Roundup, 1st June 2020
We begin today’s Weekly Roundup with another look at whether current market levels are justified.
The DIY Financial Advisor 4 – Risk Management and Stock Selection
Today’s post is our fourth visit to the book – The DIY Financial Advisor (from the team at Alpha Architect).
Stock Screeners May 2020
Today’s post is the regular monthly update on the outputs produced by our stock screeners.
Weekly Roundup, 26th May 2020
We begin today’s Weekly Roundup in the FT with the Chart That Tells A Story, which this week was about inflation.
Sharpe Ratio
Today’s post is about the Sharpe Ratio, which compares the returns from an investment to their volatility / variability.
Expected Returns 7 – The Bond Premium
Today’s post is the seventh in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
May 2020 – Trades, Tips and Funds
Today’s post is another in the series of monthly roundups of the interesting investing tips I’ve come across, plus a summary of any trades that I make. Welcome to May 2020.
Weekly Roundup, 18th May 2020
We begin today’s Weekly Roundup in the Economist, where they were working out the costs of the lockdown.
The Sceptical Investor 4 – Bubbles, Valuations and Forecasts
Today’s post is our fourth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
