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SUPPLEMENTAL MATERIAL

Generational Opportunity:
50 Worst Rolling 10-Year Equity Market Returns (1871 to Present)

After history’s 50 worst 10-year periods, 179 out of 187 subsequent returns have been positive… a 96% base rate!

 

Chapter 14 Case Study:
Combining the Financial Strength Factors into a Single Composite Factor

Can we get better, more consistent results by looking at how stocks score on all the Financial Strength factors discussed in Chapter 14 rather than just looking at them individually?

 

Chapter 17 Case Study:
Do Sales Increases Work Better than Earnings Gains?

Does the Percentage Change in Cash Flow Help? What About Looking at Standardized Unexpected Earnings? Is a Composited Form of Earnings Growth Superior to any Single Factor Measurement?

Chapter 20 Case Study:
How Well Does Longer Term Relative Strength Work?

The data clearly supports that both positive and negative relative strength persists into the following six-month and one-year returns. But what about longer periods of time?

Chapter 24 Case Study:
Using the Two Least Volatile Sectors to Create a Market-Beating Portfolio

Utilities and consumer staples possess a business advantage that lowers volatility. And unless the government inexplicably deregulates utilities or one of the major brands were to self-destruct, these advantages seem permanent.

Chapter 28 Exhibits:
Ranking the Strategies by Downside Risk and Maximum Decline

The exhibits ranking strategies by downside risk and maximum decline give us an idea of how bad things can get and show us which strategies should be avoided because the risk is just too high.

 

Research Methodology

“As a rule, I always look for what others ignore.”   — Marshall McLuhan