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Can Investors Replicate the Dorsey Wright Focus 5 ETF Strategy?

A long-time reader asked that we examine the performance and process associated with the Dorsey Wright Focus Five ETF (ticker: […] The post Can Investors Replicate the Dorsey Wright Focus 5 ETF...

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Creating an Alternative Investment Strategy with Value and Momentum

Anyone who follows our website should be familiar with the extensive evidence behind our favorite stock selection strategies: Value Investing Momentum Investing The […] The post Creating an Alternative...

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Stock Market Anomalies and Baseball Cards

I still have a Ken Griffey Jr. Rookie Card. To be honest, I don’t even know where the thing is, […] The post Stock Market Anomalies and Baseball Cards appeared first on Alpha Architect.

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Style Momentum in Australia?

Jegadeesh and Titman (1993) popularized a simple idea: “past winners outperform past losers.” Post JT, the relative strength, or “momentum […] The post Style Momentum in Australia? appeared first on...

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Value Investing Got Crushed During the Internet Bubble — Here’s Why…

The dot-com bubble of the late 90s was a wild time in the stock market. Internet stocks were trading through […] The post Value Investing Got Crushed During the Internet Bubble — Here’s Why… appeared...

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Recreating Asset Bubbles in the Laboratory

Are we in a bubble? It depends on what asset class you’re referring to, whom you ask, and what you […] The post Recreating Asset Bubbles in the Laboratory appeared first on Alpha Architect.

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Why Investors Should Combine Value and Momentum Investing Strategies

In the past we have discussed how to combine value and momentum investing strategies to improve an equity allocation. In this piece we discuss why […] The post Why Investors Should Combine Value and...

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Taming the Momentum Investing Roller Coaster: Fact or Fiction?

Intermediate-Term Price momentum, originally researched by Jegadeesh and Titman in 1993, documented a how recent stock returns tended to continue […] The post Taming the Momentum Investing Roller...

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Dual Momentum on Individual Stocks. Wow.

Hot off the press and haven’t had time to reverse engineer and verify, but this is pretty interesting stuff at […] The post Dual Momentum on Individual Stocks. Wow. appeared first on Alpha Architect.

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Media Coverage and Stock Returns

Ninety Years of Media Coverage and the Cross-Section of Stock Returns Hillert and Ungeheuer A version of the paper can […] The post Media Coverage and Stock Returns appeared first on Alpha Architect.

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Is Price Momentum a Brother From Another Mother?

Fundamentally, Momentum is Fundamental Momentum Robert Novy-Marx A version of the paper can be found here. Want a summary of academic […] The post Is Price Momentum a Brother From Another Mother?...

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Evidence-Based Investing Requires Less Religion and More Reason

Technical Analysis: The Market’s Oldest Religion During the 1600s, the Dutch had a large merchant fleet and the port city of Amsterdam was a dominant commercial hub for trade from around the world....

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Can Investors Replicate the Dorsey Wright Focus 5 ETF Strategy?

A long-time reader asked that we examine the performance and process associated with the Dorsey Wright Focus Five ETF (ticker: FV). For those who are unfamiliar with the product, FV is a $3B+ sector...

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Creating an Alternative Investment Strategy with Value and Momentum

Anyone who follows our website should be familiar with the extensive evidence behind our favorite stock selection strategies: Value Investing Momentum Investing The evidence suggests that...

View Article

Stock Market Anomalies and Baseball Cards

I still have a Ken Griffey Jr. Rookie Card. To be honest, I don't even know where the thing is, but I hope it is it worth a ton of money at this point (although I doubt it). So disclaimer up front: I...

View Article


Style Momentum in Australia?

Jegadeesh and Titman (1993) popularized a simple idea: "past winners outperform past losers." Post JT, the relative strength, or "momentum anomaly," was forever ingrained in the minds of academic...

View Article

Value Investing Got Crushed During the Internet Bubble — Here’s Why…

The dot-com bubble of the late 90s was a wild time in the stock market. Internet stocks were trading through the roof, tech IPOs were a practically daily experience, and people quit their jobs to make...

View Article


Recreating Asset Bubbles in the Laboratory

Are we in a bubble? It depends on what asset class you’re referring to, whom you ask, and what you mean by “bubble.” We’ve posted before on how some great finance minds define bubbles, and why they...

View Article

Why Investors Should Combine Value and Momentum Investing Strategies

In the past we have discussed how to combine value and momentum investing strategies to improve an equity allocation. In this piece we discuss why an investor should combine value and momentum...

View Article

Taming the Momentum Investing Roller Coaster: Fact or Fiction?

Intermediate-Term Price momentum, originally researched by Jegadeesh and Titman in 1993, documented a how recent stock returns tended to continue in the future. Stocks that were past winners (on...

View Article
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