Commentary and Tracking of a Portfolio of Stocks using approach from "The Little Book that Beats the Market" by Joel Greenblatt aka Magic Formula Investing
Monday, May 25, 2015
Weird
kind of strange. Most days I get 75 to 100 hits. Yesterday I got 282. Sometimes I get a spike if I say something more interesting than usual. Hey out there! Who is reading my blog? (See if anyone answers, maybe it is Joel. )
Still here. Still mulling over filtering the cheap stocks on the EV/EBIT, but either just a recurring dividend or maybe a period of dividend stability, like VIG, SCHD or one of those. I've read lots of stuff asserting that those dividend duration screened etfs (if you will) show large exposures to quality at least from an academic/data factor regression analysis. I'm not comfortable with the limited universe (an number or repeat rolls) generated by the 2.4% + market cap hurdle.
If you believe that you should not trust anyone over 30, then you should not trust me.
I have lived in three different countries, have been married for 15+ years and have 4 great kids.
3 comments:
haha... it wasn't me! traveling all weekend and didn't even see your post!
Checking in. I ready pretty much every one of your posts.
Still here. Still mulling over filtering the cheap stocks on the EV/EBIT, but either just a recurring dividend or maybe a period of dividend stability, like VIG, SCHD or one of those. I've read lots of stuff asserting that those dividend duration screened etfs (if you will) show large exposures to quality at least from an academic/data factor regression analysis. I'm not comfortable with the limited universe (an number or repeat rolls) generated by the 2.4% + market cap hurdle.
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