Factor Investing For Dummies

by James Maendel, Paul Mladjenovic

Systematically secure your financial future—Dummies makes it easy

Factor Investing For Dummies helps you go beyond the investment basics, with proven techniques for making informed and sophisticated investment decisions. Using factor investing, you’ll select stocks based on some predetermined, well, factors. Momentum, value, interest rates, economic growth, credit risk, liquidity—all these things can help you identify killer stocks and improve your returns. This book explains it all, and helps you implement a strategic factor investing plan, so you can boost your portfolio’s performance, reduce volatility, and enhance diversification. You’ll also learn what not to do, with coverage of the factors that have failed to deliver consistent returns over time. We explore factor-based ETFS and loads of other ideas for injecting some factors into your investment game.

Learn what factor investing is and how you can use it to level up your portfolio Understand the various types of factors and how to use them to select winning stocks Choose from a bunch of factor investing strategies, or build one of your own Generate wealth in a more sophisticated, more effective wayThis is the perfect Dummies guide for beginner to seasoned investors who want to explore more consistent outperformance potential. Factor Investing For Dummies can also help portfolio managers, consultants, academics, and students who want to understand more about the science of factor investing.

Genres: Audiobook

281 pages, Kindle Edition

Published October 20, 2022

About the author

James Maendel, BFA, AAMS, AIF, DACFP, founded Maendel Wealth, a US investment advisory firm designed to help clients explore, define and fast-track a meaningful, secure and purpose-driven financial future.

He has won the Five Star Wealth Management award for multiple years.
Website: https://www.maendelwealth.com/

Co-author Paul Mladjenovic is a national speaker, educator, author of Stock Investing For Dummies, Currency Trading For Dummies and other Dummies titles and runs RavingCapitalist.com.

Reviews

[Robert Muller · Rating 3 out of 5]

This is a decent book on factor investing for people who don't want to go particularly deep--see Ang's textbook "Asset Management" for that, or anything by Ilmanen--but you should expect understanding of concepts, not a portfolio management plan and process. The details of how to build asset allocation based on factors just aren't there. The appendices list many useful ETFs and so on, a plus. Ignore the sections on economics and taxes, as Maendel is obviously a die-hard supply sider who doesn't understand the complexities of the real world economy. He's OK on factor investing, though, for the most part, he just isn't into algorithmic detail.

[David Miller · Rating 5 out of 5]

Enjoyed the clear writing on the topic. The audiobook author has a few marbles in his my mouth and reading URLs is just dumb, but enjoyed it otherwise!