iShares MSCI USA Min Vol Factor ETF Review | USMV ETF Review
Sometimes boring is better. When it comes to investing strategies, what is new, shiny and exciting is what often draws in the masses. 2022…
iShares MSCI USA Momentum Factor ETF Review | MTUM ETF Review
We’ve covered quality, value, minimum volatility, growth at a reasonable price, and wide moat equity optimization strategies on the blog in recent weeks. It’s…
iShares MSCI USA Quality Factor ETF Review | QUAL ETF Review
I’m more aware of investors and funds that utilize quality as a secondary screen for a value or growth strategy. However, it is rare…
Pacer Lunt Large Cap Alternator ETF (High Beta vs Low Volatility) | ALTL ETF Review
Few things excite me more than finding a fund that has beat the stuffing out of the S&P 500 since its inception. You see…
SPGP ETF Review | Invesco S&P 500 GARP ETF (Growth at a Reasonable Price)
I’ve connected online with mostly value investors and even though I’m a diversified factor investor, if push came to shove, I identify far more…
Multi-Factor Stock Picking Investment Strategy | How I Invest With Systematic Microcap Investor
Stock picking is an investment strategy that intrigues me unlike any other. Those of you who have been following this blog closely will know…
Alternative Investment Strategies and Portfolio Diversification with Phil Huber
Few books have had a greater impact on my investing journey than Phil Huber’s The Allocator’s Edge: A Modern Guide to Alternative Investments and…
What Does a DIY Investor Need to Know about Futures and Options
Earlier this week I listened to one of the most fascinating Investing Podcasts I’ve ever consumed since I became interested about the subject. It…
Generational buying opportunity for portable beta investing strategies?
With US stocks, bonds and gold all down together in 2022, I’ve been pondering lately whether (or not) this is a potential generational buying…
The Magic of Combining Leveraged Stocks and Gold in Your Portfolio
As investors we’re well aware of what happens when you combine stocks and bonds in a portfolio, but what about the unlikely duo of…
Canada Housing Bubble! | Real Estate Crisis Worse Than Japan?
When you think of the worst housing bubble of all-time Japan in the 1990s takes the cake and spreads a thick triple layer of…
Quantitative Momentum Investing Strategy with Ryan Patrick Kirlin
Out of all of the optimized equity factors that can potentially drive performance none may be as potent as quantitative momentum. Yet no other…
Investment Statement Policy Example | Chill Out + Zoom Out + Let It Be
When it comes to staying the course with your investment portfolio the biggest enemy is staring right back at you when you look into…
Value Investing, Trend Following and Leverage with HML Compounder
When it comes to the connections I’ve made on Twitter, pursuing my newfound hobby of investing, few have been as impactful as getting to…
Trend Following & All Weather Investing with Eric Crittenden of Standpoint Funds
On a personal level, one of my favourite investing strategies to learn more about these days is Trend Following. I couldn’t think of a…
Value Investing and The Weird Portfolio with Investor Value Stock Geek
We’re fortunate enough to have Value Stock Geek as our first interview in the ‘Investing Legends‘ series where we’ll be covering the thought-process, strategies…
Systematic QV/MT Portfolio: How I Invest with Kevin C Maki, PhD
When it comes to investing, there’s certainly no shortage of strategies to choose from. Fear, greed, and everything in between can cloud judgment and…
HCMT ETF Review: Direxion HCM Tactical Enhanced US ETF Review
There are instances where I’m really excited about a new fund but I find myself on a lonely island. This is the case when…
AQR Style Premia Alternative Fund Review: QSPIX Mutual Fund Review
One of the most embarrassing moments of my life occurred during a dim sum lunch with a PR representative in Hong Kong. My wife…
MTBA ETF Review: The Strategy Behind Simplify MBS ETF
Simplify seems to have an uncanny ability to create and release funds that hit the marketplace with high investor demand. One of their latest…