Factor Statistics
We look at how key market factors (value, size, momentum, quality, and more) drive returns and shape long-term performance.
Section
Blog Posts – page 7
Bitcoin in a Balanced Portfolio
Can 1-5% Bitcoin boost a balanced portfolio? We tested BTC in stock, bond, and gold mixes. Discover the results, risks, and sizing lessons.
High-Returning ETFs
We look at the most popular high-returning ETFs across styles – overlays, derivatives, alternative risk premia, managed futures, and more.
Warren Buffett Portfolio & Investment Philosophy
The basis of Warren Buffett's investment philosophy is the principle of value investing. Learn more in our article about Warren Buffet.
Long-Horizon Exchange Rate Expectations
What goes into long-horizon exchange rate expectations? We look at three main variables in this article. Find out more here.
Size Factor
Small-cap stocks have long outperformed large caps, but why? We look at the origins, data, and theory behind the Size Factor.
Value Factor
We look at the value factor in markets, including how it impacts the decisions of day traders. What is value factor and why is it important?
Global Investment Returns Yearbook Summarized (125 Years of Financial History)
We look at 125 years of investing, including returns, crashes, inflation, and diversification. Learn from the past to build lasting wealth.
Stock Market Facts & Statistics
We look at various stock market facts and statistics from classical Athens to today. Can we avoid repeating the mistakes of the past?
Portfolios with Low Drawdowns
How to control drawdowns in a portfolios? We look at the ingredients and general approaches to controlling drawdowns in the 10-20% range.