Tag: semi-retire-plan

Create a multi-factor investing strategy
Have you considered multi-factor investing? I will be honest, this is not something that I knew a lot about, and it’s not something that I’m currently using personally. But, it’s a fascinating concept. If you’re interested in the details of stock market investing, you will find this series by Kyle from Incremental Returns to be interesting.

The idea is that, in theory, you can reduce volatility and possibly increase your long-term returns by choosing investments that meet 5 criteria. Here’s how Kyle describes them:

Read the complete article at Semi-Retire Plan right here: Money in College, Investing Strategy, and Phony Savings Rates — Cruising Around (August 20, 2019)

Micah McDonald from Deep Value ETF Accumulator

My name is Micah McDonald and I run the Deep Value ETF Accumulator blog. I retired from a 22-year Air Force career in 2008, worked the Alaska North Slope oilfields from 2008-2017 and now work as an electronics technician in remote locations in Alaska. I’m married to Gina and we have 7 kids and many grandchildren. You might consider me semi-retired now because I only work about 7 months a year. I plan to work under 6 months a year in about 3 years from now when we will be empty nesters.

Deep value and market timing

Mr. SR (MSR): I’m very interested in the premise of your site, Deep Value ETF Accumulator. I’m a big fan of the low expense aspect of ETFs and my wife and I use them in our IRAs and Roth IRAs. Can you explain what “deep value” means?

Micah McDonald (MM): To me, Deep Value means an asset (or ETF) that has historically performed well has fallen out-of-favor in the eyes of the market. There is no specific valuation that I focus on.

I have found 32 ETFs that have good long-term performance that I want to own. I use Morningstar portfolios to rank them by how much they have fallen from their 52-week high price. I accumulate shares once a week, so I buy an ETF that is near the top of the list or fallen furthest from it’s 52-week high price. The further an ETF has fallen in price, the deeper the value. Continue reading “The Deep Value ETF Accumulator Interview with Mr. SR from the Semi-Retire Plan Website”