Quantitative investing: trending value system update

In today’s post I’ll update the Trending Value quant system. The primary difference Trending Value has in relation to the three other systems that I have updated (Utilities Value, Consumer Staples Value, and Enhanced Yield) is that it uses relative price momentum in addition to value to screen for stocks. I first discussed the system almost 2 years ago now.…

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Quantitative investing: enhanced yield system update

Time to update quant system #3 in my series. See my previous two posts for the first two system updates (here and here). Today I’ll update the enhanced dividend yield system which I originally posted on almost 2 years ago. Let’s dive right in. The enhanced dividend yield strategy originally appeared in What Works On Wall Street. In its original…

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Poor future returns and the safety first approach

In today’s post I want to address another approach to dealing with the prospect of poor future returns. In my last post I described the prospect of poor future returns and different risk-based portfolio strategies in such an environment. Today I’ll consider an alternative. The alternatives are various dedicated income approaches that put the retirement income stream at the top…

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An IVY Buy & Hold Portfolio for the Skeptical & Emotional Investor

One of the keys to successful long term investing is finding a portfolio strategy that works for you, that lets you be at peace and sleep at night. Historical and theoretical returns don’t mean a thing if you have little chance of sticking with a certain strategy. And herein lies the biggest problem with the commonly recommended buy and hold…

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Revisiting a recipe for a happy retirement

Time out in the boonies, in our case the wonderful eastern Sierras, almost forces you into a reflective mood. Yesterday was one of those days where the amazing beauty of a spectacular hike (see my wife’s post and pics here) got me thinking about what is needed for a happy retirement. Well, I should say rethinking because early on in…

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A brief case study in reaching for yield

I am often shocked at how much income investors will stick their neck out for yield. I spend most of my time looking at stocks so I often will note how I think investors are reaching for yield by going after utilities, REITs, etc… But if you really want to see extreme cases of reaching for yield look at some…

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October income investor dashboard

September turned out true to historical form, as one of the weakest months for stocks, In last month’s report I said that there was a good chance stocks would test the August lows. The August lows were not only tested this month but broken causing even more pain for stocks this month and continued flight to safety into all sorts…

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August income investor dashboard

It’s time again for the monthly update of the income investor dashboard. July was an exciting month with stocks dropping in general, bonds defying the consensus chorus and rallying, and volatility spiking higher. Below is the updated income investor dashboard. As usual the highlighted green cells are for those areas that became less expensive, higher yields, during the month. The…

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Income investor dashboard for July 2011

Wow! That was truly a crazy last week of the month. A great week for stocks and a not so great week for bonds. This is when zooming out and looking at market changes over a monthly period helps to add some perspective. Having said that lets jump right in to this month’s Income Investor Dashboard. Prices and yields are…

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