2016 was a rather boring investment year that turned out surprisingly profitable if you used the strategies that worked.
I missed the boat
I largely missed the best strategies boat as my portfolio was over 60% in cash throughout the year. In spite of that I still I was still able to earn a respectable 5%.
What has worked in 2016 – value is not dead
So what worked in 2016?
Here is a short summary:
- Price to book worked VERY well +36.5% (who would have thought that)
- Value Composite 1 (+28.4%) and Value Composite 2 (28.7%) did very well
- Earnings Yield (EBIT to EV) did well up 24.6%
- Qi Value did well up 24.1%
- Middle sized market value companies did well, up 21.7%
- Momentum was a disaster
Before I show you...

