Evidence Based Investing
Sensible, Persistent Over Time, Pervasive Across Markets, Cost-effective to Capture.
We are looking to Evidence-Based Investing
There is a wealth of academic research into what drives expected returns. Expected returns depend on current market prices and expected future cash flows. Investors can use this information to pursue higher expected returns in their portfolios.
Beta is a measure of the volatility a security or portfolio compared to the market as a whole
2. Value (HML)
A value stock is trading at levels that are perceived to be below its fundamentals. Common characteristics of value stocks include high dividend yield, low P/B ratio, and a low P/E ratio. A value stock typically has a bargain-price as investors see the company as unfavorable in the marketplace.
3. Size Small Company (SMB)
A small cap is generally a company with a market capitalization of between $300 million and $2 billion. Small-cap stocks tend to outperform those with a larger market cap.
4. High Profitability
Profitability is ability of a company to use its resources to generate revenues in excess of its expenses. In other words, this is a company’s capability of generating profits from its operations.
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.