Dumb Talk About Smart Beta?
John Rekenthaler at Morningstar, who usually has some pretty smart stuff to say, took on the topic of smart beta in a recent article. Specifically, he examined a variety of smart beta factors with an...
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Momentum and Dividends in Rising Rate Environments
In a low-interest rate environment, investors have naturally turned their attention to stocks paying high dividends as a way to generate income. Momentum, as a return factor, has not been in the...
View ArticleMore on Systematic Process
We use a systematic process for investment because we think that’s the best way to go. Our systematic process also happens to be adaptive because we think adaptation to the current market environment...
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Warren Buffett and Charlie Munger’s Best Advice
…talk about the best advice they have even gotten in a short piece from Fortune. I think it clarifies the difference between a blind value investor and an investor who is looking for good companies...
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DWA Technical Leaders Index Trade Profiles
The Dorsey, Wright Technical Leaders Index is composed of a basket of 100 mid and large cap securities that have strong relative strength (momentum) characteristics. Each quarter we reconstitute the...
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Price Persistence At the Asset Class Level
Leuthold’s January Green Book includes a simple, yet compelling study about applying momentum at the asset class level: While even academics now acknowledge the existence of a “price persistence”...
View ArticleIs Sector Rotation a Crowded Trade?
As sector ETFs have proliferated, more and more investors have been attracted to sector rotation and tactical asset allocation strategies using ETFs, whether self-managed or implemented by an advisor....
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Dorsey Wright Managed Accounts
Our Systematic Relative Strength portfolios are available as managed accounts at a large and growing number of firms. Wells Fargo Advisors (Global Macro available on the Masters/DMA Platforms) Morgan...
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It’s All At The Upper End
Almost all of the performance from a relative strength or momentum model comes from the upper end of the ranks. We run different models all the time to test different theories or to see how existing...
View ArticleHow Not to be a Terrible Investor
Morgan Housel at Motley Fool has a wonderful article on how investors can learn from failure. He sets the tone with a few different quotes and anecdotes that point out that a lot of being a success is...
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