Factor Investing for Dummies - Paperback

by James Maendel (Author), Paul Mladjenovic (Author)

Systematically secure your financial future--Dummies makes it easy

Factor Investing For Dummies helps you go beyond the investment basics, with proven techniques for making informed and sophisticated investment decisions. Using factor investing, you'll select stocks based on some predetermined, well, factors. Momentum, value, interest rates, economic growth, credit risk, liquidity--all these things can help you identify killer stocks and improve your returns. This book explains it all, and helps you implement a strategic factor investing plan, so you can boost your portfolio's performance, reduce volatility, and enhance diversification. You'll also learn what not to do, with coverage of the factors that have failed to deliver consistent returns over time. We explore factor-based ETFS and loads of other ideas for injecting some factors into your investment game.

• Learn what factor investing is and how you can use it to level up your portfolio
• Understand the various types of factors and how to use them to select winning stocks
• Choose from a bunch of factor investing strategies, or build one of your own
• Generate wealth in a more sophisticated, more effective way

This is the perfect Dummies guide for beginner to seasoned investors who want to explore more consistent outperformance potential. Factor Investing For Dummies can also help portfolio managers, consultants, academics, and students who want to understand more about the science of factor investing.

Back Jacket

Factor on a higher performing portfolio

With factor investing, you'll pick some metrics, build a solid investing strategy around them, and reap the rewards--better outcomes, reduced volatility, and a more diverse portfolio. Factor Investing For Dummies walks you through this popular portfolio management approach. You'll learn the top strategies, with examples of how to apply them. We also cover complex tactics and tax considerations, so you can level up your investing and beat any market. For a better understanding of the science of factor investing, look no further.

Inside...

• Get started with factor investing
• Understand the risks and rewards
• Diversity with bonds and alternatives
• Discover top factors in global markets
• Get up-to-speed on micro and macroeconomic strategies
• Plan for up and down markets

Author Biography

James Maendel, BFA, AAMS, AIF, DACFP, founded Maendel Wealth, an investment advisory firm. He has won the Five Star Wealth Management award for multiple years. Paul Mladjenovic is a national speaker, educator, author of Stock Investing For Dummies, Currency Trading For Dummies and other Dummies titles and runs RavingCapitalist.com.