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Genovest Strategies
Sample strategies — the best place to start
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Graham's Number for Value
Benjamin Graham, considered the "father of value investing" and mentor to Warren Buffett, came up with a formula for a stock's fundamental value. Its formula is pretty straight forward: simply take the square root of EPS times book value/share times...
one year return: {{ perfs['grahams-number-for-value'].cagr | topercent }}
Categories:
Value
Fundamental Analysis
Master
Easy Ken Fisher
Kenneth Fisher is the founder and chairman of Fisher Investments, one of the largest independent money managers in the world. As an investor, he's most well known for being a champion of the price-to-sales ratio (P/S ratio), which this strategy is b...
one year return: {{ perfs['easy-ken-fisher'].cagr | topercent }}
Categories:
Fundamental Analysis
Master
Benjamin Graham
Benjamin Graham, the father of value investing, valued a company utilizing several criteria. Among his many metrics, he would look for stocks with an earnings yield (earnings per share divided by price) of more than twice the AAA bond yield, which w...
one year return: {{ perfs['benjamin-graham'].cagr | topercent }}
Categories:
Value
Fundamental Analysis
Master
Golden Cross
A Golden Cross occurs when the 50-day simple moving average crosses above the 200-day average. Plenty of stocks might already have their 50-day over their 200-day average, but purchasing a stock right when the crossover occurs gets you in before mos...
one year return: {{ perfs['golden-cross'].cagr | topercent }}
Categories:
Technical Analysis
Momentum
Classic
Peter Lynch
During his time managing the Magellan Fund at Fidelity Investments, Peter Lynch consistently beat the overall market. This strategy is inspired by his simple yet effective investing principles. Pick stocks that have strong earnings growth and favor ...
one year return: {{ perfs['peter-lynch'].cagr | topercent }}
Categories:
Fundamental Analysis
Master
Micro-Cap Momentum
For a momentum strategy, one typically looks for increasing price and volume over time, demonstrating market support and increasing demand for a stock. We added a market cap greater than $50 million to capture Micro Cap stocks and price greater than...
one year return: {{ perfs['micro-cap-momentum'].cagr | topercent }}
Categories:
Momentum
Technical Analysis
Twisted Value
A value strategy selects stocks that are trading at a lower price relative to its fundamentals. The twist on this strategy plays off the efficient market theory which assumes that all facts known are factored into the current price of a stock. With ...
one year return: {{ perfs['twisted-value'].cagr | topercent }}
Categories:
Value
Technical Analysis
Fundamental Analysis
High P/E with Safety
P/E is an old standard for value investors. With the rise of technology stocks, if you followed the old rules for using P/E (i.e. low P/E stocks) you would have missed out on some of the greatest investments of all time. This strategy puts the old r...
one year return: {{ perfs['high-pe-with-safety'].cagr | topercent }}
Categories:
Contrarian
Market Timing
Fundamental Analysis
Getting Started with Greenblatt
While he is most well-known for his "Magic Formula Investing" published in "The Little Book that Beats the Market," Joel Greenblatt's philosophy was ultimately quite simple: buy cheap stocks with a high earnings yield (earnings per share divided by ...
one year return: {{ perfs['getting-started-with-greenblatt'].cagr | topercent }}
Categories:
Fundamental Analysis
Master
Piotroski F-Score
Joseph Piotroski developed his "F-Score" while working as an associate professor of accounting. The Piotroski F-Score awards a stock 1 point for each of 9 criteria to determine the strength of a company's financial position. This strategy selects on...
one year return: {{ perfs['piotroski-f-score'].cagr | topercent }}
Categories:
Fundamental Analysis
Master
Graham Checklist
Benjamin Graham had many investment principles, and this is yet another collection of his great ideas taken from his famous book "The Intelligent Investor." This strategy selects companies with a low debt load, has the ability to pay off the debt it...
one year return: {{ perfs['graham-checklist'].cagr | topercent }}
Categories:
Value
Fundamental Analysis
Master
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Data source: CSI (www.csidata.com), Zacks Investment Research, Inc.
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