TSM - Another Possible Source Of Alpha

Safety First: NASCAR driver Johanna Long and her helmet (Credit: Gearheads)

Revisiting Our Revised Security Selection Method

Since June 2017, I've run a Marketplace service which has an "investing with a helmet on" approach: I present concentrated portfolios where each security is hedged. To construct these portfolios, I need securities that generate strong enough returns, on average, to overcome the hedging cost. As I've written before, the names that rise to the top of my system's daily ranking tend to outperform the SPDR S&P 500 ETF (SPY), on average. That continued

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