Table Of ContentIntroduction 1 Part 1: Starting with Factor Investing Basics 5 Chapter 1: Counting on Factor Investing 7 Chapter 2: Why Use Factors? 15 Chapter 3: Knowing Which Factors Are Worth Your Time 25 Chapter 4: Beating the Market without Timing It 33 Part 2: Going Deep with Factor Strategies 41 Chapter 5: Making Room for the Growth Factor 43 Chapter 6: Value Investing with Factors 51 Chapter 7: Banking on Momentum with Winners and Losers 59 Chapter 8: Sizing Up a Stock's Size 71 Chapter 9: Dividend Income Using Factors 79 Part 3: Using Factor Investing in Your Portfolio 89 Chapter 10: Using Brokerage Orders with Factor Investing 91 Chapter 11: Using Macro Factors 101 Chapter 12: Combining Multiple Factors for a Powerhouse Portfolio 113 Chapter 13: Going Global with Factor Investing 121 Chapter 14: Performing Technical Analysis for Factor Investing 129 Chapter 15: Using Stock-Screening Tools in Your Factor Investing 139 Part 4: Applying More Complex Investment Tactics 149 Chapter 16: Outsourcing with ETFs and Mutual Funds 151 Chapter 17: Bonds and Factor Investing 161 Chapter 18: Using Options with Factor Investing 173 Chapter 19: Watching the Factors that Lead to Major Market Moves 183 Chapter 20: Considering Taxes 191 Part 5: The Part of Tens 207 Chapter 21: Ten Do-It-Yourself Factors 209 Chapter 22: Ten Ways to Mess Up Your Investment Plan 215 Chapter 23: Ten Non-Factor Strategies and Considerations 223 Chapter 24: Ten Financial Problems You Can Navigate with Factor Investing 229 Part 6: Appendixes 239 Appendix A: Resources for Factor Investors 241 Appendix B: Factor-Based ETFs 253 Index 269
SynopsisSystematically 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 way This 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.