Factor Investing For Dummies

Introduction 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