Are you tired of investing based on opinions, emotions, or YouTube hype? In this powerful real-life story, you will see how Juergen, a 61-year-old investor, went from decades of confusion and losses to clarity and control.
You will learn how he replaced gut feeling with a proven system using the Quant Investing screener. The article shows how data-driven filters like Magic Formula, Qi Value, and Momentum can save time, reduce stress, and give you the confidence to invest smarter. If you want peace of mind and better results, this article is your roadmap.
Estimated Reading Time: 6 minutes
Case Study: How One Investor Replaced Mistakes and Guesswork with a Proven System
The Challenge: Decades of Frustration and Doubt
Many investors believe their failures are personal. Our customer Juergen, now 61, knows this feeling well. Over decades, he put trust in insurance sales pitches, closed-end real estate funds, and actively managed funds that promised outperformance but delivered disappointment.
He was not lazy or careless. Like you, he consumed thousands of podcasts, YouTube videos, and books, searching for the “right” way. But too much information can feel like standing in a fog. When he bought his first individual shares, he relied on gut feeling and general knowledge.
Deep down, he knew this was not a system. It was guesswork dressed up as effort.
The Turning Point: Discovering the Quant Investing
At Quant Investing, we believe: Markets can be beaten by smart, systematic investing. Not by luck. Not by hype. Not by emotions.
Juergen saw this truth in our newsletters. Unlike noisy tips or flashy stock picks, they showed a clear, research-backed path: find healthy companies at good prices, with real momentum behind them. Then stick to the system.
He saw that his past losses were not his fault alone. They came from a lack of structure, not a lack of intelligence.
This insight helped him to try a new way.
The Solution: A System That Cuts Through the Noise
When he started using our stock screener, everything changed.
“The screener saves me a lot of time exploring for those companies and helps me structure my search most effectively.”
Instead of endless opinions, he now uses data-driven filters:
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Magic Formula Score: ranks quality and value.
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Qi Value: screens for undervaluation.
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6-Month Momentum: checks if the stock is going up already.
He no longer spends nights second-guessing podcasts or YouTube gurus. He has a system built on proven research - the same belief we live by: Smart, systematic investing creates financial independence faster and with less stress.
Click here to start finding ideas that EXACTLY meet your investment strategy.
The Results: Clarity, Discipline, Peace of Mind
Today, he holds 70% of his capital in a simple Dual Momentum ETF strategy and puts 30% to work in carefully selected stocks. He checks results once a month, not daily. He waits for fair prices instead of chasing hype. He trusts the data instead of his gut.
He knows that sticking to the system is what separates him from the speculators.
And while he has only just begun, he has already gained what so many investors never find: a clear plan, a calm mind, and belief in his ability to manage his money on his own terms.
“I will stick to this plan for at least the next year - whatever it takes.”
Your Takeaway: Stop Guessing, Start Winning
Juergen's story proves our belief: Success is not about luck - it is about removing guesswork, trusting data, and following a proven plan.
You can do the same.
👉 Try our stock screener free today and see how it feels to trade confusion for clarity.
FREQUENTLY ASKED QUESTIONS
1. How do I know if I am just guessing instead of investing with a system?
If you pick stocks based on tips, podcasts, or gut feeling, you are likely guessing. A real system uses data, rules, and repeatable steps. It feels clear, not confusing. Juergen realized he was guessing when his portfolio had no structure and kept underperforming.
2. I have tried many investing styles. Why did none of them work for me?
Most likely, they lacked a clear process. Juergen spent years trying insurance products, funds, and advice that promised a lot but had no real edge. What worked was not a new trick, but a disciplined strategy backed by research and numbers.
3. What changed when Juergen started using a system?
He stopped chasing stock tips and started filtering for quality, value, and momentum. Tools like the Magic Formula, Qi Value, and Momentum helped him invest with clarity. The result: Less stress, more confidence, and no more second-guessing.
4. Can I follow a system if I am not a financial expert?
Yes. Juergen is smart, but not a finance pro. He succeeded by using simple, research-based filters - just like a recipe. You do not need to know every ratio. You need a system that does the heavy lifting and helps you make better choices.
5. How much time does this kind of investing take?
Much less than you think. Juergen now spends less than an hour a month. He uses the screener to find stocks, then checks once a month if they still fit his rules. No daily news. No constant watching. Just calm, focused action.
6. What if I mess up or panic during a downturn?
That is why the system matters. Juergen used to panic because he had no plan. Now, he holds 70% in ETFs and 30% in stocks he selected with clear rules. That structure keeps emotions out and prevents big mistakes during market drops. Using a strict loss limiting strategy like we do with the newsletter lets you sleep peacefully even when markets get wild.
7. Is it too late to change my approach? I am already 50 or older.
Not at all. Juergen started his journey in his 60s. What matters is not how long you have been investing, but when you choose to stop guessing and start following a plan. The right time to fix your system is always now.
Click here to start finding ideas that EXACTLY meet your investment strategy.
