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 ...

Joel Greenblatt’s Magic Formula method of investing has outperformed the S&P500 over time. Understanding the metrics used in the Magic Formula can be instructive when investing in individual stocks.

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 ...

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 ...

In a world where it seems every client has a goal of having a portfolio that holds up through at least 35 years of retirement, it would be helpful to have some principles and mathematical measures to ...

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 ...

In this article I present the strategy used by Joel Greenblatt, managing principal and co-chief investment officer of Gotham Asset Management. There are many approaches to the selection and analysis ...

For centuries, investors have searched for a systematic, foolproof method for finding high quality, undervalued stocks. Many value investing strategies are complex, requiring deep dive financial ...

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 ...

Joel Greenblatt is an investor, writer and academic. He is probably best known for the books he has written, but also manages funds and frequently lectures on investing. He has developed a very ...