I get the same questions about ten times a day. “When will the market crash?” “The bull market is entering its ninth year. When will stocks collapse?” “Is the market too high to start a new stocks portfolio?” Let me be frank. I don’t know what the market will do this year. Heck, I don’t […]
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Quantitative Value Stock Screener Performance – Q1-Q3 2018
Quantitative Value is a term for quantitative stock investing strategies which select the highest-quality stocks out of a bucket of cheap stocks. Dr. Wes Gray and Tobias Carlisle were the first to design such a strategy, which they introduced in their book Quantitative Value. While sharing the same principles, the implementations of various Quantitative Value […]
Beating The Market With Value And Momentum – The Lion Portfolio (Part I)
The objective: Beat the market over the long term. The method: Quantitative Value Investing & Momentum Investing (forms of formula investing which I will describe in this series of articles). The evidence: This portfolio returned 19% per year (in a backtest of 18 years). This is Part I of the series on The Lion Portfolio […]
Quant Insights On China Mobile – Cheap And High Quality
My Quant Screeners tell me that CHL is one of the cheapest stocks in the world. It is also very profitable and financially stable. So how come it trades so cheaply? Should you buy it? Self-proclaimed pundits claim that Value opportunities are becoming scarcer, as the market reaches all-time highs. My unpopular view is – […]
The Quality Rank – A Quant Method to Assess A Company’s Quality
The Quantitative Value screener selects the highest quality companies out of the cheapest company in the universe. But how do we assess Quality? To do so, we have created a proprietary Quality Rank. Our Quality rank is a composite score of many fundamental and technical parameters. One is the FS_Score, which is a modified Piotrosky […]
Launch Celebration – YouTube Live Event
As part of launching the Premium membership service in September 2018, I ran my very first Youtube Live Event. It was originally planned to be an interactive session where I’d chat with members and prospects, and do a live Q&A. Due to some technical difficulties, it ended up as just me speaking. Which is a […]
Could This Website Disappear?
Since (re)launching taldavidson.com at the beginning of April, I am honored to have many smart people visit the site and sign up. I am humbled by the encouraging feedback that I am receiving. Here are some of the warm words that I got over email: “Always enjoy reading your emails and blogs” “I don’t know you […]
The Simplest Way To Beat The Market (Part III)
Investing in Graham’s Defensive Investor Strategy is simple, but not easy There are periods of months and sometimes years where the strategy lags the S&P 500 Those who are willing to persevere through bad times will earn the most in the long-term It works well (in the long term) BECAUSE it doesn’t always work well […]
The Simplest Way to Beat The Market (Part II)
In part 1 I introduced Graham’s Defensive Investor Strategy and discussed its merits This part outlines WHY it works so well I’m opening the black box and expose how the algo is designed I have enough confidence to put my on money on it. Do you? The Details I am constantly surprised by the sheer amount […]
The Simplest Way to Beat the Market (Part I)
In Brief Ben Graham’s Stock Selection Criteria for the Defensive Investor were published 70 years ago. The strategy still beats the market….with 2x higher average annual returns. Its low volatility will help you sleep well at night. The first article in a series which covers every aspect of this superb strategy. The Details What if I […]