The H-Factor Deck · New Age Alpha

You can't pick the winners. You can fold the losers.

Imagine every S&P 500 stock as a card. The face shows what it returned. The back prints its h-factor — the probability the company disappoints, scored before the returns came in. You'll never know which winners will win. But read the backs, fold the likely losers, then fast-forward and see how it played out.


01

Deal a hand

Fifteen cards from one real date, each h-factor scored before anyone knew what came next. You start blind: fold any five and hope. Then flip the h-factor on, and you'll see which five have the weakest odds. Fast-forward twelve months and compare.

S&P 500 · as of Jan 2024
Playing blind: fold any 5 cards. You can’t see the h-factor — it’s a guess.

One hand is mostly luck — sometimes folding loses. Play a few; the pattern only shows up over many hands. Which is the whole point ↓


02

One hand is luck. Play it again and again.

A thin edge per hand compounds. See it three ways: the 21-year record across the whole S&P 500, and your own game split into Playing Blind and Playing with the Odds — each measured against what you'd have made never folding.

Best decile (lowest h-factor) S&P 500 (equal weight) Worst decile (highest h-factor)
$1$2$4$6$8$10200520082012201620202024$8.95$6.34$9.59
Growth of $1, 2005–2026, S&P 500 sorted into h-factor deciles each quarter (total return). All three fell together in 2008–09; the edge is concentrated later.
$9.59 vs $6.34
Growth of $1 over 21 years — best h-factor decile vs worst
1.51×
More ending wealth, best decile over worst
+2.2%/yr
Best decile over worst, total return
60.7%
Of 84 quarters, best decile beat worst

03

A house edge, not a crystal ball

The h-factor doesn't call the next blow-up, and it won't win every hand. It does something quieter and more durable: it tilts a portfolio away from the companies most likely to let you down — and small, repeated edges compound.

THE ODDS

It reads probability, not destiny

The h-factor scores how likely a company is to disappoint, 0 to 1. A high score isn't a sell signal on one name — it's a thumb on the scale across hundreds.

THE EDGE

Avoiding losers beats chasing winners

The worst-h-factor decile trailed the index by roughly two points a year. You don't need to find the next great stock — just stop holding the likely duds.

THE HONESTY

It works the way a casino works

Any single hand is close to a coin flip. The edge is real but small — it shows up in consistency (≈61% of quarters) and in what compounds over decades.

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