Early in 2013 I presented a quantitative strategy based on dividend paying stocks from OShaughnessy’s What Works On Wall Street. The Enhanced Dividend Yield strategy. The strategy provides market beating returns, higher sharpe ratios, and a healthy dividend stream. One of the best things about this strategy is it’s high […]
Value investing holds the promise of great returns over the long run and appeals to many investor’s innate sense of value derived from their personal experiences. But value investing has a couple of key downsides that make it very hard for many investors to stick with the approach long enough […]
This is a simple house keeping post on a quant portfolio from last year. In the comments section of my post last year on the Trending Value portfolio I linked to a Trending Value portfolio I created as of Aug 9 2013 to help some readers compare holdings in their […]
“True wisdom comes to each of us when we realize how little we understand about life, ourselves, and the world around us.” Socrates When I read the Socrates quote above I can’t imagine what he would have said about today’s world. We live in a highly complex non-linear world with […]
It’s kind of hard to believe but almost a year ago I introduced the trending value quant portfolio. Since I’m coming up on a rebalancing and I’ll start work on the new portfolio this weekend I wanted to take a look back and see how last year’s portfolio performed. Also, […]
What’s the hardest part of the retirement decision? For many its taking the leap of faith that financially what’s worked in the past will continue to work in the future. And often the start of every single year, during those early years of retirement, brings the anxiety right back again. […]
I’ve been asked the question in the title of this post quite a bit lately – why have the IVY timing portfolios been under performing lately? Here I will show the performance of the various portfolios I track over different investment periods and discuss their recent performance. The table below […]
The recent “taper-tantrum” over the Fed’s potential coming removal of quantitative easing has caused quite some unrest in the bond market. This has caused interest rates, in particular longer term rates (10yrs +) to move substantially higher across the board. Long term munis were no exception and the sell off […]
My name is Paul Novell. I left the semiconductor industry, at 41, to pursue a more independent life. This came after two attempts at “retiring early” (starting in January 2006) and being scared back into the work force for a few months. Since early 2010 I’ve been fully committed to the financially independent […]