Posts by Factor-Based

In early March, we discussed how the US was ill prepared to face the ongoing pandemic of SARS-COVID-19. Since that report, the virus has widely spread to all US states and various major cities are now…

Why We Rebalance Quarterly

A client recently asked us if our equity strategies would perform better if rebalanced monthly rather than quarterly. The rationale is that some companies are falling below the sell threshold of 70% between…

Interpreting Our Rankings

This month, we made improvements to our rankings following the feedback of our prospects and clients. To reap the benefits, we will explain how we built them, their interpretation and answer any questions…

Canadian Stable Dividend

A client forwarded me the following article as we were discussing high dividend strategies: This stable dividend portfolio has market beating returns with little drama. It is written as a special report and…