Portfolio Strategist

I'm an investment strategist specializing in rules-based equity and ETF investing strategies, with particular emphasis on small-cap equities. I believe the most promising ideas are those that are off the beaten track, far from the glare of day-to-day investment headlines and that these can ... more


Value “Investing” Always Works Even When The Value “Factor” Falters
Investing based solely on the value factor makes no more sense than investing buying a home based solely on the price (and without looking at any characteristics of the home).
EC A Style-Based Approach To Market Meteorology
Where is the stock market going? Up Down? Sideways? We devote considerable time and resources to seeking answers despite the reality that few among us, if any, can give consistently reliable answers to such questions.
Quanta Services: A Personable Infrastructure Play
PWR is an infrastructure play that has good fundamentals, and despite a recent negative earnings surprises, now looks to be gaining enough support in the stock market to transition from bearish to bullish.
Profiting From Changes In Stock Personality
Do stocks have personalities? Yes, they do, and we all know it even though we may not explicitly use that language when we think or talk about stocks.
Conservative Investors: Step Up!
There’s no shortage of market indicators out there, even sentiment indicators. Most are based, if not on survey or economic bean counting, on price and volume.
Should Conservative Investors Take The Paper Bags Off Their Heads?
There are many ways to measure risk-taking versus avoidance in the market.


Latest Comments
Screening To Shield REIT Yield Hogs From The Butcher’s Knife
6 months ago

I don’t do that becasuse I don’t have the expertise to second-guess management. I figure that if the #s are good, management earns the right to be trusted in their judgments. (This is where publicly-owned entitites differ from closely-held companies. There’s a limit to how far we can take the part-owner idea.)

1 to 2 of 2 comments




Marc Gerstein
RT WayneHimelsein: Black box or gray box? Algos are just tools for implementing, in a mechanistic and structured way, rules and policies…
Marc Gerstein
My week on Twitter 🎉: 5 Mentions, 17 Likes, 4 Retweets, 6.63K Retweet Reach, 8 New Followers. See yours with… https://t.co/PUkkYevKAQ
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Latest Posts
Robo-Investing: Separating Substance From Sizzle
Robo-Investing is being trumpeted as the next big thing for investors. Is it for real? for me it is. I've been doing successfully for about 20 years

Work Experience

Director of Investment Research
May 2008 - Present (10 years 10 months)

Provides on-line platform enabling investors to follow and invest in quant models, to create their own quant strategies, and research stocks and markets; I do product development, commentary, education and edit Forbes Low-Priced Stock Report (through joint venture between Portfolio123 and Forbes).

Director of Investment Research
Thomson Reuters
February 1999 - May 2008 (9 years 5 months)

Participated in development and management of investment web sites and stock screening tools; published web articles

Co. was Market Guide 1999-2000; Multex 2000-03; Reuters 2003-08; Thomson Reuters 2008-

Assistant Research Director
Value Line
December 1980 - February 1999 (18 years 6 months)

Securities Analyst, Portfolio Manager  (Junk Bond) in mid-1980s, Editor, Assistant Research Director


Brooklyn Law School
NYU Stern School of Business


The Value Connection
Marc Gerstein

A screening-based value strategy and a market-implied valuation approach to assessing valuations of individual stocks.

Screening the Marekt
Marc Gerstein

An Accessible and Systematic Stock Screening Method to Improve Profits. Turns the chancy art of picking stocks into a screen-based science. Next time someone tells you to do your stock market homework, tell them you read this book. Step 1: Find stocks worthy of consideration, Step 2: Analyze stocks that come to your attention; Step 3: Buy the ones that most match your criteria, and Step 4: Sell the ones that meet your sell rules.