An Update to Using Value, Momentum and Quality as an Active Approach to Investing

The American Association of Individual Investors held a live video event on Wednesday, February 10, 2021, with AAII’s Charles Rotblut.

One of the big advantages individual investors have is being able to follow truly active strategies, such as the approach behind VMQ Stocks. This strategy uses academic and industry research on what has worked over the long term to build a portfolio that individual investors can follow. AAII Journal editor Charles Rotblut shows you how you can put two of the best-performing factors—value and momentum—to work in your own portfolio while using quality to weed out the junkiest stocks.

Watch this webinar and learn:

-How to analyze a stock using value, momentum and quality

-The useful guidelines that academic theory and the financial industry offer

-Why using a systematic approach is an important part of successful investing

VMQ Stocks for Just $99! As a thank-you for watching this informative webinar, we would like to extend to you an exclusive attendee trial offer for VMQ Stocks. Please take advantage of the opportunity to learn from Charles Rotblut and our VMQ Stocks portfolio. https://www.aaii.com/store/vmqtrial?style=99d6m

AAII Articles

To Beat the Market, Invest Differently Than the Market (https://www.aaii.com/journal/article/10365-to-beat-the-market-invest-differently-than-the-market)

Factors Allow Investors to Think Differently About Diversification (https://www.aaii.com/journal/article/factors-allow-investors-to-think-differently-about-diversification)

How to Take Advantage of Risk Factors (https://www.aaii.com/journal/article/how-to-take-advantage-of-risk-factors)

Deep Value Investing Has Not Gone Out of Style (https://www.aaii.com/journal/article/deep-value-investing-has-not-gone-out-of-style)

Using the Enterprise Value Ratio (https://www.aaii.com/journal/article/using-the-enterprise-value-ratio)

Incorporating Momentum Into Your Stock Investing Strategy (https://www.aaii.com/journal/article/10971-incorporating-momentum-into-your-stock-investing-strategy)

Why Momentum Strategies Can Crash (https://www.aaii.com/journal/article/why-momentum-strategies-can-crash)

Small-Cap Stocks Are Really Cheap, Relatively Speaking (https://www.aaii.com/investor-update/article/Small-Cap-Stocks-Are-Really-Cheap-Relatively-Speaking)

AAII’s Quality Grade Undergoes Expansion: Looking Behind the Curtain (https://www.aaii.com/journal/article/13418-aaiis-quality-grade-undergoes-expansion-looking-behind-the-curtain)

Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed (https://www.aaii.com/journal/article/stock-buybacks-misunderstood-misanalyzed-and-misdiagnosed)

Using Accruals to Judge How Persistent Earnings Will Be (https://www.aaii.com/journal/article/using-accruals-to-judge-how-persistent-earnings-will-be)

Using the Z-Score to Assess the Risk of Bankruptcy (https://www.aaii.com/journal/article/using-the-z-score-to-assess-the-risk-of-bankruptcy)

Piotroski Price-to-Book Screen (F-Score) (https://www.aaii.com/journal/article/piotroski-price-to-book-screen)

VMQ Stocks

User’s Guide (https://www.vmqstocks.com/usersguidecontent.cfm)

Videos (https://www.vmqstocks.com/videos.cfm)

Quick Start Guide (https://www.vmqstocks.com/quickstartguide.cfm)

FAQs (https://www.vmqstocks.com/faq.cfm)

AAII’s A+ Investor (https://www.aaii.com/plus)

Other Resources

Kenneth French Data Library (https://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html)

Momentum Crashes, NBER (https://www.nber.org/papers/w20439.pdf)

Alpha Architect ETFs (https://alphaarchitect.com)

EDGAR for company research (https://www.sec.gov/edgar.shtml)

Here are the slides from the presentation: https://www.aaii.com/files/images/2021-02-10-Rotblut-Value-and-Momentum.pdf

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

An Update to Using Value, Momentum and Quality as an Active Approach to Investing | AAII