Magic Formula >$100M Market Cap Portfolio returned 12.2% this semi-quarter*, compared to S&P Composite 1500 return of 10% over the same period. 10 of the 30 holdings returned more than 20% over the ...

Money does not offer advisory services.*** The Rule of 72 is a formula to predict how long it will take to double your investment portfolio, and demonstrates the power of compound growth. While it’s a ...

The following is a dividend portfolio strategy for large caps that score the highest amongst Joel Greenblatt's Magic Formula screener. The list follows large caps that have dividends. The dividend ...

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 ...

Excess return refers to the return on an investment that surpasses the return of a benchmark or a risk-free rate. It measures the performance of an investment in relation to its expected or required ...

Investors are optimists. Buying a public company’s shares today is a hopeful act that those shares will be more valuable in the future. A big challenge is holding onto that conviction during highly ...

Like all markets, bonds fluctuate. Your returns will be based on what you hold, when you buy it, tax treatment and other factors. While many choose to diversify their portfolios across stocks, bonds ...

The power of compounding is an important concept that investors need to understand. Investing consistently and starting earlier in your life (i.e., age 25) can result in hundreds of thousands more ...