As discussed here, The Stock Market Blueprint is building and tracking a Shadow Stock Portfolio for each Premium stock screen featured on the site. The purpose of the shadow stock portfolios is to ...

Dividend growth investing is a commonly used retirement portfolio strategy due to its attraction as a low risk way of building a reliable future income stream. As long-term investors we need to focus ...

In this article, we will discuss value investor Joel Greenblatt’s portfolio, hedge fund returns, and his Magic Formula. You can skip our detailed analysis of Greenblatt’s investment philosophy and his ...

What Is Magic Formula Investing? Magic Formula Investing is an investment technique that uses a set of quantitative metrics to identify quality businesses available at a discount. It is a systematic ...

Do you have difficulty creating short lists of value stocks when you want to buy something new? Do you look for a reasonably systematic strategy when creating shortlists? I found the formula ...

One book has brought more reader questions than any other this year. It's The Little Book That Beats the Market (Wiley, $20). In the book, money manager Joel Greenblatt provides a "magic formula" to ...

These changes have had very small impacts on the portfolio’s overall attributes. The mean price to earnings ratio has increased from 8.47 to 8.92, the mean price to book ratio has decreased from 3.30 ...

Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...