Adjusting the Magic Formula Strategy (with Brad Kaeller!) - Magic Formula Portfolio | Ep. 4 скачать в хорошем качестве

Adjusting the Magic Formula Strategy (with Brad Kaeller!) - Magic Formula Portfolio | Ep. 4

Should you adjust the magic formula strategy? If so, how would you adjust it? The magic formula investing strategy is very simple at its core: it looks at two main factors. Those factors are return on invested capital and earnings yield. That's it. However, in it's simplicity, the strategy may ignore better investing opportunities. Even small tweaks can potentially have profound impacts on the strategy's success. I discuss some different ways to potentially adjust the magic formula strategy with ‪@BradKaellner‬ in this episode. BRAD'S CHANNEL -Discussing the Magic Formula on Brad Kaellner's Channel:    • Magic Formula Q&A Livestream with Jack Duf...   MAGIC FORMULA HOLDINGS -Portfolio breakdown: https://docs.google.com/spreadsheets/... -Magic Formula Site: https://www.magicformulainvesting.com/ M1 FINANCE -Copy my M1 Magic Formula Portfolio: https://jackduffley.com/magicformulaj... -Open your free M1 Finance account: https://jackduffley.com/m1signup -M1 Finance Brokerage Review & Tutorials:    • M1 Finance Basics & Tutorials   FREE STOCKS -Open an account with Robinhood for a free stock: https://jackduffley.com/robinhood -Open an account with Webull for TWO free stocks: https://jackduffley.com/webull MORE FREE STUFF -FREE Budget Template: https://jackduffley.com/budget-template/ -FREE Real Estate Metrics Spreadsheet: https://jackduffley.com/real-estate-m... -FREE Real Estate Metrics Cheat Sheet: https://jackduffley.com/real-estate-m... FOLLOW ME FOR MORE CONTENT! -Facebook:   / jackduffley   -Instagram:   / jackduffley   -TikTok: @jackduffley -LinkedIn:   / jackduffley   -Twitter:   / jackduffley   #magicformula #stocks Timestamps 0:00 - Magic Formula Portfolio Series 1:17 - Adjusting the Magic Formula Strategy 1:39 - Updates to the Magic Formula Portfolio 6:21 - Monthly Rebalancing of the Magic Formula Portfolio 10:27 - Discussion with Brad Kaellner about Adjusting the Magic Formula 24:45 - Brad's Magic Formula Series _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a Certified Public Accountant or a Certified Financial Planner or other licensed professional. You should assume all links posted above are affiliate links. I am an Amazon affiliate.