Master Smart Investing
Discover proven factors that drive returns. Value, Quality, Momentum, Low Volatility - all in one platform.
Factors Overview
Investment factors are systematic drivers of returns that have been proven across markets and time periods
What Are Investment Factors?
Factors are characteristics of stocks that explain differences in returns. Think of them as ingredients in a recipe for superior performance.
Systematic Approach
Data-driven selection based on proven metrics
Risk-Adjusted Returns
Target higher returns with managed downside risk
Long-Term Focus
Built for sustained wealth creation over decades
Value Investing
Buy stocks trading below intrinsic value. Patience pays.
What Makes a Value Stock
- • Low P/E ratios compared to peers
- • Strong fundamentals at discount prices
- • Temporary market overreactions
Pro Tip
Hold with patience for long-term gains. Value realization takes time.
Quality Stocks
Companies with strong, stable fundamentals built to last
What Defines Quality
Strong Balance Sheets
Low debt, high cash reserves, consistent profitability
Sustainable Competitive Advantages
Market leadership, brand strength, pricing power
Consistent Returns
High ROE, stable margins, predictable cash flows
Momentum
Ride winning trends. Stocks that keep climbing.
Price Strength
Relative strength vs. market over 12 months
Earnings Momentum
Consistent earnings beats and upward revisions
Pro Tip
Ride trends, but review often. Momentum can shift quickly.
Low Volatility
Cushion downside risk with stable, defensive stocks
Reduced Swings
Lower price volatility than overall market
Defensive Sectors
Utilities, consumer staples, healthcare leaders
Peace of Mind
Sleep well knowing your portfolio is protected from major drops
Video Generator
Transform your factor insights into compelling video content instantly
AI-Powered Creation
Generate professional videos from your factor analysis in minutes
Education
Master factor investing with expert-led courses and resources
Factor Fundamentals
Learn the core concepts behind factor investing
Advanced Strategies
Combine factors for optimal risk-adjusted returns
Portfolio Building
Construct and maintain factor-based portfolios
Pricing
Choose the plan that fits your investment journey
Starter
Perfect for beginners
- • Basic factor analysis
- • Portfolio tracking
- • Educational content
Professional
For active investors
- • All factor strategies
- • Advanced analytics
- • Video generation
- • Priority support
Enterprise
For institutional investors
- • Custom strategies
- • API access
- • White-label solutions
- • Dedicated support
