đ§ Investing strategies
Proven investing approaches â value, growth, dividends and smart-money following. How to pick a strategy that fits you.
Investing strategies â overview
An investing strategy is a rule-based framework that decides which stocks to watch, when to enter a position and when to exit. Without a strategy, investing becomes a reaction to emotion and headlines â with one, you have a repeatable process that can be backtested and compared to the market. QMA builds on several proven approaches: value (finding undervalued companies by fundamentals), growth (fast revenue and earnings growers), dividend growth (stable payers raising distributions) and smart-money following (tracking institutional, insider and 13F flows). Each approach has a different risk profile, horizon and cycle sensitivity. Value tends to be patient and works across cycles, growth carries higher return and higher volatility, dividend portfolios pay regular income, and smart-money following leans on publicly reported data (SEC EDGAR, 13F, Congressional trades). The point is not to find the single "best" strategy, but the one that fits your horizon, risk tolerance and available time. This section describes each strategy, its historical backtests (with trade counts and statistical significance) and how QMA scores it across the 5 pillars. A backtest describes the past â it does not guarantee future results, but it clarifies when a strategy worked and when it lagged.
Investing strategies articles
Best Stock Screener 2026: How to Pick Strong Stocks From Thousands
A screener is a sieve for the whole market. Learn what it does, why one smart score beats ten filters, and a practical 5-step method â explained for total beginners, useful for pros.
Multibagger Pro â what academic research says about finding 10Ă stocks
Consensus of 3 academic studies (Yartseva 2025, Mayer 2018, Alta Fox 2020) on hunting 10Ă stocks. 7-factor composite + inflection detection + macro overlay. Honest disclosure of limitations.
QMA CANSLIM â Leader Breakout and Follow-Through Day
Seven letters. Seven conditions. O'Neil's CANSLIM is one of the oldest and most thoroughly documented swing methodologies. This article explains what each letter means and how the platform evaluates each condition.
QMA Episodic Pivot â Explosive Move, Consolidation, and the Second Breakout
A stock makes a +10 % day on huge volume. Then 5â15 boring consolidation days. Then a second breakout. This is where the real swing trade begins.
How to Read a Backtest â t-Stat, Win Rate, and Alpha vs SPY in Plain Words
High alpha sounds amazing, a high win rate sounds safe, a t-statistic sounds mathematical. Learn to read all three so that no backtest fools you â including ours.
QMA Power Setup â Volatility Contraction Breakout
Stocks tend to move after a period of boredom. A tight base, a breakout and volume â how to recognise the pattern and why most "breakouts" are just noise.
QMA Volume Breakout â +4 % Day on Volume Above the 20-Day High
One of the simplest momentum filters: a price breakout confirmed by above-average volume. The article explains how it is evaluated and where its weaknesses lie.
Backtesting Without Self-Deception: How to Rigorously Test a Strategy and Avoid the Most Common Traps
Backtesting looks simple â you run a strategy on historical data and see the results. But most tests suffer from hidden flaws that inflate performance and conceal real risk.
Joel Greenblatt's Magic Formula: Explanation, Testing, and Application
This article focuses on the analysis of Joel Greenblatt's Magic Formula, including the formula itself, historical backtesting, and practical application using the QMA screener.
Stock Seasonality: Which Stocks Have a Calendar Edge This Month (and How to Find Them)
Some stocks and sectors tend to behave similarly in certain months year after year. This plain-language guide explains what the data actually says about seasonality, where its limits are (small samples, shifting regimes), and how to find names with a historical calendar edge for the current month â as context, never as a standalone reason to trade.
Is a Low P/E Really a Bargain or a Trap for Unwary Investors?
A P/E of 8 looks like a bargain and a P/E of 40 like an overpriced stock. However, both can be traps. We will demonstrate with numbers when the most famous stock indicator is useful â and when it's just cleverly disguised nonsense.
QMA Quality Momentum â Proprietary Multi-Factor Swing Setup
Our own setup. Combines quality (Composite, TSS, RS, IAS) with a technical breakout. Fewer trades, higher precision, calmer sleep.
Mohnish Pabrai: $1M to $26M in 20 Years â and How QMA Multibagger Replicates Him
An Indian programmer left tech at 30 and grew his own stake many times over from 1999 â by copying Buffettâs framework. QMA Multibagger replicates the framework, not the portfolio.
Momentum Effect: How It's Calculated and Its Catch
Momentum is not magic, but a statistical anomaly that academics have been describing for over 30 years. We will show you how it is calculated, why it works at all â and where its catch lies.
Stock seasonality: which stocks historically rise in a given month
What stock seasonality is, how to read win-rate and average return, why small samples are tricky â and how to find seasonal windows entering this month across ~10,000 stocks in QMA.
Super Seasonal Windows: how to read win rate, return & year count
For ~10,000 stocks QMA precomputes calendar windows where a stock historically rose. We teach reading win rate and return â and warn hard about small samples.
Twelve Billionaire Strategies on Autopilot â Meet QMA Compass
Pabrai, Lynch, Greenblatt, Buffett â what if their decision frameworks scanned 8,000 stocks every week, for you? That is QMA Compass.
Dividend Growth Investing Strategy: Goals and Stock Selection Criteria
This article will focus on the dividend growth investing strategy and its key elements that can help investors achieve a target of 8-12% yield-on-cost over 10 years.
Long-Term Investing vs. Short-Term Trading: Which Style Actually Suits You?
Buy-and-hold, dividends, swing trading, or day trading? Each style demands different amounts of time, nerves, and tax planning. We'll help you find the one that fits your life.
Price is what you pay. Valuation is what you get. And these numbers often differ
Two companies are priced at 500 CZK per share. One is cheap, the other is overpriced â and you'll only know the difference when you stop looking at the price tag and start calculating. A data guide to the difference between price and value.
Expectancy and Edge: The Mathematical Core of Every Strategy
Win rate alone does not tell whether a strategy is good. What matters is expectancy: how much the strategy historically made or lost per trade after accounting for average wins, losses, and statistical reliability.
Analytical Method of Confluence: How Independent Signals Alter the Probabilistic Picture of a Trade
One indicator flashes green and your hand is already reaching for the button. But what if the same trade was confirmed by three independent methods at once? A data-driven look at why the convergence of signals changes the probabilistic picture.
Value vs Growth Investing: History and Strategies
In this article, we will explore the differences between value and growth investing, the historical background of both styles, and the key investors who have popularized these approaches.
Dollar-Cost Averaging: Mathematical Principles and Psychological Benefits
In this article, we will explore the Dollar-Cost Averaging (DCA) strategy, its mathematical foundations, when it works better than lump-sum investing, and its psychological benefits. We will also present a concrete example with the SPY ETF and a monthly investment of 500 USD.
Factor Fingerprint: momentum, seasonality, insider & congress in one DNA strip
QMA computes each stockâs percentile across 4 proprietary factors â momentum, seasonality, insider, congress. We read this descriptive "fingerprint" and explain why nobody else has it.
QMA vs Finviz: An Honest Comparison (and When a Free Screener Is Enough)
Finviz is fast and free. QMA adds congress trades, funds and seasonality fused into one score. A fair, no-marketing comparison so you know when each one fits.
FCF vĂ˝nos: ÄĂslo, kterĂŠ odhalĂ, jestli firma vydÄlĂĄvĂĄ penĂze nebo jen ĂşÄetnĂ zisk
Zisk se dĂĄ nakreslit, hotovost se skrĂ˝t nedĂĄ. PodĂvejte se, proÄ volnĂ˝ cash flow vĂ˝nos odhalĂ kvalitu firmy lĂŠpe neĹž P/E â a jak si ho spoÄĂtat za dvÄ minuty.
ProÄ dvÄ akcie se stejnĂ˝m skĂłre mohou mĂt opaÄnĂ˝ osud
Jedno ÄĂslo skĂłre vypadĂĄ elegantnÄ, ale klame. KdyĹž ho rozpitvĂĄĹĄ na pilĂĹe, zjistĂĹĄ, jestli je firma opravdu skvÄlĂĄ â nebo jen dobrĂĄ v jednĂŠ vÄci a slabĂĄ ve tĹech.
Why the Same Score Doesn't Mean the Same Company: A Look at 4 Pillars
A company has a score of 78/100 and looks great. However, until you see what this number is made of, you're buying a pig in a poke. We'll show you how the four pillars reveal where beauty is just painted on.
Frequently asked questions
Which investing strategy is best for a beginner?
There is no single universally best strategy. Beginners often start with broad diversification and dividend companies because they are less volatile and easier to understand. Consistency and understanding why you hold a stock matter more than picking the "best" strategy. QMA provides analytical tools, not investment advice.
What does a strategy backtest mean?
A backtest simulates how a strategy would have behaved on historical data â how many trades it made, its hit rate and return versus the index. It helps understand past behavior. Past performance does not guarantee future results, and with few trades the result may be statistically insignificant.
How does QMA score stocks across strategies?
QMA computes a composite score for each stock from 5 pillars (value, momentum, smart money, sentiment, catalysts) built from 13 data layers. The score is a descriptive analytical input, not an instruction to buy or sell.
QMA provides analytical and educational tools, not investment advice. Past performance does not guarantee future results.