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Posted onNovember 16, 2023November 17, 2023Fundamentals

How to Manage Your Portfolio to Maximize Your Returns

by Yuval TaylorLeave a comment on How to Manage Your Portfolio to Maximize Your Returns

The Importance of Portfolio Management I’ve had a successful run as a retail investor, with an eight-year CAGR of 44%. I attribute my success to…

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Posted onJuly 4, 2023July 4, 2023Fundamentals

Detecting Financial Fraud: A Close Look at the Beneish M-Score

by Yuval TaylorLeave a comment on Detecting Financial Fraud: A Close Look at the Beneish M-Score

Note: The M Score is used to identify companies that are engaged in manipulating their financials. I am using pseudonyms in this article and changing…

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Posted onApril 3, 2023April 3, 2023Fundamentals

What I Learned About Investing in 2022

by Yuval TaylorLeave a comment on What I Learned About Investing in 2022

2022 was an excellent year for me. OK, I didn’t make as much from my investments as I did in 2020 or 2021—who did?—but a…

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Posted onDecember 22, 2022December 22, 2022Fundamentals

What Are the Best Value Ratios?

by Yuval Taylor1 Comment on What Are the Best Value Ratios?

I recently performed a study of over fifty different value factors to see which performed the best. (Admittedly, a lot of them are similar.) The…

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Posted onSeptember 18, 2022September 18, 2022Fundamentals

The Transaction Costs of Trading Stocks: A Primer for Retail Investors

by Yuval Taylor2 Comments on The Transaction Costs of Trading Stocks: A Primer for Retail Investors

When we trade individual stocks, we incur transaction costs. The purpose of this article is to explain these costs, quantify them, and help you avoid…

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Posted onAugust 26, 2022August 26, 2022Fundamentals

How to Make Money Trading European Stocks

by Yuval Taylor7 Comments on How to Make Money Trading European Stocks

Did you know that European stocks are easier to profitably trade than North American ones? That seems counterintuitive, doesn’t it? Information about them seems hard…

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Posted onJune 11, 2022June 10, 2022Fundamentals

My Top Ten Factors–for Going Long and for Going Short

by Yuval Taylor9 Comments on My Top Ten Factors–for Going Long and for Going Short

When I invest in a company, I try to look at it from every angle I can. But obviously, some angles are more important than…

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Posted onMay 1, 2022May 16, 2022Fundamentals

How to Design a Fundamentals-Based Strategy that Really Works, Part Four: Strategy Implementation

by Yuval TaylorLeave a comment on How to Design a Fundamentals-Based Strategy that Really Works, Part Four: Strategy Implementation

This is the fourth and last article in a series: here is the first (on factor design); here is the second (on designing ranking systems);…

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Posted onApril 13, 2022April 13, 2022Fundamentals

How to Design a Fundamentals-Based Strategy that Really Works, Part Three: Principles of Backtesting

by Yuval TaylorLeave a comment on How to Design a Fundamentals-Based Strategy that Really Works, Part Three: Principles of Backtesting

This is the third article in a series; here is the first (on factor design) and here is the second (on designing ranking systems). I’ve…

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Posted onFebruary 28, 2022February 28, 2022Fundamentals

How to Design a Fundamentals-Based Strategy That Really Works, Part Two: Applying Rules and Designing Ranking Systems

by Yuval TaylorLeave a comment on How to Design a Fundamentals-Based Strategy That Really Works, Part Two: Applying Rules and Designing Ranking Systems

This is the second article in a series; here is the first. I’ve been using a fundamentals- and ranking-based strategy for stock picking since 2015,…

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Recent Posts

  • How to Manage Your Portfolio to Maximize Your Returns
  • Detecting Financial Fraud: A Close Look at the Beneish M-Score
  • What I Learned About Investing in 2022
  • What Are the Best Value Ratios?
  • The Transaction Costs of Trading Stocks: A Primer for Retail Investors

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  • What Are the Best Value Ratios? - Portfolio123 Blog on How to Be a Great Investor, Part Two: Understand Value
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  • Mark on My Top Ten Factors–for Going Long and for Going Short
This blog is devoted to investing, primarily in stocks and ETFs. We welcome contributions from Portfolio123 members. If you are interested in contributing an article, please contact Yuval Taylor by e-mail: yuval@portfolio123.com. Any opinions or recommendations contained in the articles and messages on this blog are not opinions or recommendations of Portfolio123 Securities LLC.
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