Building a Long-Term Equity Portfolio

Building a Long-Term Equity Portfolio Market timing via factor investing November 2021. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARYWith a long-term time horizon, investors should consider alternatives to the market-cap weighted equity indicesA...

Improving the Odds of Value Investing

Improving the Odds of Value Investing Tactical versus Strategic Allocations to Value May 2021. Reading Time: 10 Minutes. Author: Nicolas Rabener. This research note was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. SUMMARY...

Factor Investing: The Truth Has Many Shades

Factor Investing: The Truth Has Many Shades Scientific investing unfortunately isn’t that scientific. April 2021. Reading Time: 10 Minutes. Author: Nicolas Rabener. This research note was originally published by ETF Stream’s Beyond Beta Magazine. Here is the...

Good versus Bad Value Stocks

Good versus Bad Value Stocks Trying to avoid value traps March 2021. Reading Time: 10 Minutes. Author: Nicolas Rabener. This research note was originally published at Alpha Architect. Here is the link.SUMMARYValue stocks can be easily filtered by applying quality...