dearfellowinvestor_s

 

 

I wanted to send you this article shortly after the end of the third quarter 2016 but, like a lot of things, it slipped my mind.

What has worked in 2016 – value is not dead

I will get right to the point about what strategy would have given you the best return so far in 2016.
Here is a short summary:
Price to book worked VERY well +34.6% (who would have thought that)
Quality did not work
Momentum was a disaster
ytd_q3_2
(Click here to read more)

Your performance tracking analyst
Wishing you profitable investing

Tim_sign3

 

 

Tim du Toit
PS
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