What Are Your Top 10 Holdings?
June 9, 2022
Top holdings within a portfolio are often shorthand for how a manager thinks about stocks. If the ten holdings are cheap, we’re probably
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Top holdings within a portfolio are often shorthand for how a manager thinks about stocks. If the ten holdings are cheap, we’re probably
As a group, meme stocks underperform the rest of the stock market, except in brief, exhilarating periods of outperformance. The long-term risk-reward profile
While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods.
In 2020, innovation-focused visionaries and YOLO option traders on Reddit message boards were an unmistakable force in the U.S. stock market. Unprofitable tech
Environmental, social, and governance (ESG) stock investing strategies are designed to make the world a better place by investing in companies that rate
We have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is
As interest rates hit record lows, some investors argue that bonds are no longer a useful diversification tool. Howard Lindzon of StockTwits and
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
[We open on the interior of an office, where a single investment professional sits at a trading station. The NARRATOR enters stage right.]
Analysts’ price targets and recommendations contradict stock return anomaly variables. Using an index based on 125 anomalies, we find that analysts’ annual stock
The life of the investment advisor is full of challenges. Robo-advisors, indexing, and other low-cost options have entered the market, and clients are
Amid recent sharp daily declines in broad U.S. stock indices, advisors and portfolio managers are once again preparing their clients for possible sharp
As we head into the fourth quarter of 2018, investors have plenty to worry about. From the yield curve pointing to rising odds
Markets always find new ways to challenge investors. In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure
Counterpoint Tactical Equity and Counterpoint Long-Short Equity funds are built on confidence in the advantages of adding international names to our multifactor long-short
Quantitative portfolio decisions can seem mysterious, even to experienced investors. To illustrate how Counterpoint Tactical Equity and Counterpoint Long-Short Equity size up international
At the end of 2017 Warren Buffett, the most successful stock picker of the 20th century, won a $1 million bet against a
A quantitative system that ranks stocks according to factors that have historically explained investment returns is not always easy to grasp in the
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
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