Thinking about position sizing? This can help

Have you ever wondered how much you should invest in each stock in your portfolio ? also called position sizing? You can of course just say I want to diversify my portfolio over 15 to 30 companies, divide the amount you want to invest by that number and invest the [...]

By |May 20th, 2019|

Investing in 2018 ? here are my best ideas

This article is a part of the February issue of the Quant Value newsletter where I gave readers an idea of how to investment in 2018. You know I do not make forecasts. In spite of it being a complete waste of time to even look at them, as numerous [...]

By |March 8th, 2018|

5 Lessons from a hedge fund manager – Barton Biggs

Recently, I read ?Hedge Hogging? by the late Barton Biggs. It was picked up from a local 2nd hand book store ? and I?m delighted to say it was a true value find.   Barton Biggs had an illustrious history as a value investor. His father was a professional investor [...]

By |December 15th, 2017|

The price to book magic formula investment strategy

Are you a low price to book or Magic Formula value investor? If you are you will definitely find this article, sent to me by one of our subscribers - Piero Marotta from Italy - of interest. Piero has come up with an interesting investment strategy which combines a low [...]

By |September 4th, 2017|

The best investment strategy in Europe 2000 to 2014

What investment strategy would have given you the highest returns in Europe over the 13 year period from July 2000 to July 2014? In this article I summarised the master's thesis of Andreas Hennes (completed at Goethe University Frankfurt am Main on 14 September 2015) where he set out to [...]

By |May 26th, 2017|

Your absolute best strategy in 2016

2016 was a rather boring investment year that turned out surprisingly profitable if you used the strategies that worked. I largely missed the best strategies boat as my portfolio was over 60% in cash throughout the year. In spite of that I was still able to earn a respectable 5%. [...]

By |February 20th, 2017|

How to implement the Magic Formula investment strategy

You have most likely already know about the Magic Formula investment strategy developed by Joel Greenblatt and described in his excellent book called The Little Book that Still Beats the Market. It is also the book that got me started with quantitative investing. Your step by step guide In this [...]

By |February 20th, 2017|
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