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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/...

👉 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/tr...

#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