James Maendel & Paul Mladjenovic 
Factor Investing For Dummies 

Systematically 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.

Table of Content

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

About the author

James Maendel, BFA, AAMS, AIF, DACFP, founded Maendel Wealth, an investment advisory firm. He has won the Five Star Wealth Management award for multiple years.
Paul Mladjenovic is a national speaker, educator, author of Stock Investing For Dummies, Currency Trading For Dummies and other Dummies titles and runs Raving Capitalist.com.