Sitemap - 2023 - Systematic Investing
Riding the Smallcap/Largecap Cycle
Small Reminder: Don't turn your back on Smallcap Value now.
How would Cheap and Glamour Stocks have performed without multiple expansion?
Equal-Weighted vs. Cap-Weighted: In which Styles and Factors did it matter for CAGR?
Global Smallcap Value Investing And The Question Of Regional Allocation
Global Smallcap Momentum Investing And The Question Of Regional Allocation
OM2 Network - Japanese Meat on the Bones
Random Idea from the Screener: Build-A-Bear Workshop
Can Long-only Industry Momentum Portfolios be improved by excluding certain industries?
Should you buy and hold cyclical, sensitive or defensive industries?
Should you invest in cyclical industries making new highs?
Portfolio Update April 2023 (explanations and excuses)
Why I do DIY multifactor microcap investing #2 - Size
Why I do DIY multifactor microcap investing #1 - Concentration