Below is a weekly summary of our research findings for 12/2/19 through 12/6/19. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
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- Using P/E10 Thresholds to Time the U.S. Stock Market
Available evidence suggests that the specified P/E10 Timing strategy may be better than a simple 60-40 allocation. - Ways to Beat the Stock Market?
The most promising paths to great wealth through investment are categories 4 and 5, involving discipline, Kelly betting and focus on expected investment returns. - Stick to the Plan, or Adjust?
Evidence suggests that adjusting contributions to keep retirement portfolios on track has merit, whereas adjusting asset class allocations does not. - Exploiting Consensus Hedge Fund Conviction Stock Picks
Evidence indicates that high-conviction, broad-consensus holdings of those U.S. equity hedge fund managers with relatively long investment horizons may outperform the broad U.S. stock market (but not avoid deep drawdowns). - Best Factor Model of U.S. Stock Returns?
Evidence indicates that the optimal model of U.S. stock returns includes five to seven factors encompassing fundamental and behavioral effects.
