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Equity Risk Factors

Updated Daily.


Stocks have exposure to different return and risk factors. The most significant of these factors include:

  • Market: the overall equity market

  • Size: market capitalization

  • Book: book value

  • Profit: operating profitability

  • Invest: degree of investment

The returns and risk of these factors varies through time and provide an opportunity for an investor to tailor their portfolio exposure to the factor where the expected reward is most promising. Importantly, it permits the investor to assess both the reward and risk concurrently so that the trade-offs are well understood.

Artful Questions. Scientific Answers.

Equity Risk Factor Dashboard

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Adapt as necessary.

Equity Factors

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