Friday, November 8, 2013

Take fewer risks for greater rewards - Brett Arends's ROI - MarketWatch

Take fewer risks for greater rewards - Brett Arends's ROI - MarketWatch: "The late financial analyst Robert Haugen, and Nardin Baker, a strategist at Guggenheim Investments, went into this issue in more detail. In their 2008 paper “Case Closed” they studied the performance data of U.S. stocks since the 1960s, and found that investors could have beaten the market consistently just by investing in big “value” stocks, even though these were actually the lowest risk investments — meaning, essentially that they had lower volatility than the rest of the market. “Stunningly,” they wrote, “the ten percent of stocks with highest expected return, in aggregate, are low risk and highly profitable, with positive trends in profitability. They are cheap relative to current earnings, cash flow, sales, and dividends. They have relatively large market capitalization and positive price momentum over the previous year.”"

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