Hellow guys, Welcome to my website, and you are watching How to BEAT THE INDEX by 10% Annually over 45 Years | Trending Value Strategy on Indian Stocks. and this vIdeo is uploaded by Shankar Nath at 2023-11-21T22:30:11-08:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | How to BEAT THE INDEX by 10% Annually over 45 Years | Trending Value Strategy on Indian Stocks |
| Video Uploader | Video From Shankar Nath |
| Upload Date | This Video Uploaded At 22-11-2023 01:30:11 |
| Video Discription | 👉 Subscribe to my newsletter at http://shankarnath.com In this video, we're diving into a strategy that's beaten the broader market index by a remarkable 10% over a 45-year period garnering a CAGR of 21.19% from 1964 to 2009 - turning $10,000 into over $69 million. This wealth creation powerhouse is known as the "Trending Value Strategy," first introduced by James O'Shaughnessy in his book "What Works on Wall Street." In our exploration, we'll uncover how this strategy surpasses the index, beats individual factor strategies, and keeps volatility in check. We'll dissect the key metrics, from price-to-earnings to dividend yield, that shape the Value Composite Score. Step by step, we'll learn how to construct this portfolio, sifting through companies and assigning value scores to build a robust investment strategy. We'll then apply momentum factors on top of this data to produce a 25-stock portfolio which when rebalanced annually, harnesses the combined power of value and momentum. 👉 Access the worksheet used in this video by clicking this link: https://docs.google.com/spreadsheets/d/1jJcT4qC_cGdmOp1JlRhzj3ynJpSGeqixSZYtBhBy0As/edit?usp=sharing 👉 Video Chapters: 00:00 What Works on Wall Street by James O'Shaughnessy 01:06 Calculating the Value Composite Score 05:50 Applying the Momentum Score 08:54 Capital Mind Study on Trending Value Strategy 10:41 Shankar's Viewpoint 👉 Additional Resources/Readings: ▸ What Works on Wall Street (book link): https://amzn.to/3Raa0aH ▸ Article by Capital Mind: https://www.capitalmind.in/2023/07/trending-value-india/ #investingstrategy #trendingvalue #shankarnath Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links |
| Category | Education |
| Tags | shankar nath | beginners buck | shankarnath | sankarnath | akshat shrivastava | pranjal kamra | soic | finology | rachana ranade | sahil bhadviya | parimal ade | vivek bajaj | labour law advisor | warren buffett | investing | investment | nifty | sensex | stock markets | mutual funds | trending value | jim o'shaughnessy | james o'shaughnessy | value strategy | momentum strategy | value and momentum | momentum and value | momentum investing | value investing |
