GenExDividendInvestor | Why I Don’t Use the “Magic Formula” to Pick Dividend Stocks & Beat the Market by 30% @GenExDividendInvestor | Uploaded 1 year ago | Updated 1 day ago
In this video I tell you why I don’t use the Magic Formula to buy Dividend Stocks, even though it is a stock picking process developed by one of the most successful investors of all time that apparently achieved over 30% annualized returns.
Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
I’m a Seeking Alpha Affiliate 😊 Apparently there is a special sale running where you can sign up for premium membership for only $99 plus a 7-day free trial, and this sale will only last for a while.
The Little Book that Beats the Market: amzn.to/3K4qmwP
The Little Book that Still Beats the Market: amzn.to/3m8BIYF
As an Amazon Associate I earn from qualifying purchases.
0:00 Intro
1:40 Joel Greenblatt explains his Magic Formula
3:12 Why I made this video
4:19 Joel’s history
4:58 Joel’s “The Little Book that Beats the Market” book (affiliate link further below)
5:52 magicformulainvesting.com
6:13 Magic Formula annualized returns
7:28 Different ways to pick stocks
7:48 13f quarterly reports
9:11 Magic Formula elaborated
9:15 Market Cap elaboration
9:51 Seeking Alpha
10:22 JNJ share price trend
11:10 Magic Formula cont.
12:18 Enterprise Value
12:42 Magic Formula cont.
13:52 Magic Formula stock screener
15:56 Thoughts on my title
16:11 Another stock screener
16:22 Magic Formula context
16:30 Wikipedia (not Investopedia) info on Magic Formula performance
19:41 Why I don’t use the magic formula
21:10 Some things I like/dislike about the Magic Formula
22:00 Shoutouts/ending
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Spreadsheet 2.0 then please sign up as a Patreon Aristocrat or King (and double check my Patreon site to ensure I’m still offering access, as I only have limited seats available). You also get other perks for signing up including the ability to watch my videos on my Discord before I release them to the public, and the ability to vote on what thumbnail I’ll use in some of my future videos, and you gain direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases.
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/jTntetFxyM8
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on Instagram, Twitter, Reddit, email, or here on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
Reddit ➜ reddit.com/user/GenXDividendInvestor
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Listen to my Videos as Podcasts on SoundCloud ➜ soundcloud.com/genexdividendinvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
Attributions/SEO/Useful Links:
investopedia.com/terms/m/magic-formula-investing.asp
taldavidson.com/magic-formula-stocks-screener
magicformulainvesting.com/Home/Faqs
13f.info/manager/0001067983-berkshire-hathaway-inc
en.wikipedia.org/wiki/Magic_formula_investing#:~:text=Determine%20company's%20return%20on%20capital,capital%20(ranked%20as%20percentages).
CC By Investors Journal: Joel Greenblatt: Magic Formula Investing youtube.com/watch?v=2P6_9ciCQbI
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #MagicFormula
In this video I tell you why I don’t use the Magic Formula to buy Dividend Stocks, even though it is a stock picking process developed by one of the most successful investors of all time that apparently achieved over 30% annualized returns.
Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
I’m a Seeking Alpha Affiliate 😊 Apparently there is a special sale running where you can sign up for premium membership for only $99 plus a 7-day free trial, and this sale will only last for a while.
The Little Book that Beats the Market: amzn.to/3K4qmwP
The Little Book that Still Beats the Market: amzn.to/3m8BIYF
As an Amazon Associate I earn from qualifying purchases.
0:00 Intro
1:40 Joel Greenblatt explains his Magic Formula
3:12 Why I made this video
4:19 Joel’s history
4:58 Joel’s “The Little Book that Beats the Market” book (affiliate link further below)
5:52 magicformulainvesting.com
6:13 Magic Formula annualized returns
7:28 Different ways to pick stocks
7:48 13f quarterly reports
9:11 Magic Formula elaborated
9:15 Market Cap elaboration
9:51 Seeking Alpha
10:22 JNJ share price trend
11:10 Magic Formula cont.
12:18 Enterprise Value
12:42 Magic Formula cont.
13:52 Magic Formula stock screener
15:56 Thoughts on my title
16:11 Another stock screener
16:22 Magic Formula context
16:30 Wikipedia (not Investopedia) info on Magic Formula performance
19:41 Why I don’t use the magic formula
21:10 Some things I like/dislike about the Magic Formula
22:00 Shoutouts/ending
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Spreadsheet 2.0 then please sign up as a Patreon Aristocrat or King (and double check my Patreon site to ensure I’m still offering access, as I only have limited seats available). You also get other perks for signing up including the ability to watch my videos on my Discord before I release them to the public, and the ability to vote on what thumbnail I’ll use in some of my future videos, and you gain direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
Donate to St. Jude’s Children Hospital: stjude.org/donate/donate-to-st-jude.html?sc_icid=header-btn-donate-now
An Estimate of My Dividend Portfolio on M1 ➜ https://m1.finance/w0AH6WMhNJtC
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases.
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/jTntetFxyM8
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Feel free to ask questions on Instagram, Twitter, Reddit, email, or here on YouTube. Listen to my videos as Podcasts on iTunes, SoundCloud, Spotify, Castbox.fm, etc.
Reddit ➜ reddit.com/user/GenXDividendInvestor
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Listen to my Videos as Podcasts on SoundCloud ➜ soundcloud.com/genexdividendinvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ amzn.to/2WPwgtj
One Up on Wall Street ➜ amzn.to/2YTDAXt
Rich Dad, Poor Dad ➜ amzn.to/2SUCwOZ
The Richest Man in Babylon ➜ amzn.to/2SUHStw
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing ➜ amzn.to/2YUgjo4
Attributions/SEO/Useful Links:
investopedia.com/terms/m/magic-formula-investing.asp
taldavidson.com/magic-formula-stocks-screener
magicformulainvesting.com/Home/Faqs
13f.info/manager/0001067983-berkshire-hathaway-inc
en.wikipedia.org/wiki/Magic_formula_investing#:~:text=Determine%20company's%20return%20on%20capital,capital%20(ranked%20as%20percentages).
CC By Investors Journal: Joel Greenblatt: Magic Formula Investing youtube.com/watch?v=2P6_9ciCQbI
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2023 GenExDividendInvestor. All rights reserved.
#Dividends #DividendGrowthInvesting #MagicFormula
