Quality Value Investing

Quality Value Investing

Manage the Downside

While allowing the upside to take care of itself

David J. Waldron's avatar
David J. Waldron
Jan 15, 2023
∙ Paid
brown bear near grass field
Photo by Jessica Weiller on Unsplash

Summary:

  • This post is an important reminder that achieving alpha from market outperformance also happens on the downside.

  • Whether a bull, bear, or sideways market, returns are unpredictable; however, the risks are controllable.

  • The 38 stocks comprising the QVI Portfolios collectively outperformed the 2022 bear market bas…

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