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Investing Outside the Stock Style Box | EP 69

March 10, 2023

Louis Llanes discusses how traditional style boxes fall short and how Wealthnet has a different style categories for investing.When evaluating investment performance, it's crucial to consider the investment style. But what exactly does that mean? At Wealthnet Investments, we take a unique approach to analyzing investment styles, focusing on how they will perform in different economic environments. In this week's video, we'll dive into the lenses we use to determine whether a stock is worth investing in, and how our approach differs from other firms. We'll cover topics like using quality, valuation, and technical signals, understanding dimensions, degrees, and diversification, and exploring the different types of quality, from quality on a roll to quality at a reasonable price to emerging value. We'll also discuss why diversification of styles is critical to your success as an investor.