I’ve updated the model portfolio changes for the Fundamental strategy; Fundamental is a moderately low-beta, moderately low-turnover trading plan for stocks traded on major U.S. exchanges, which takes its name because it does not reference any technical analysis factors or price ratios; it only has a minimum market capitalization of $1 billion for consideration in […]
The mechanical Timing portfolio is an attempt to generate slightly above-market returns — it has a relative benchmark — with significantly lower-than-market volatility, while being as simple and slow-moving as possible. Simple? It uses inputs from only three variables. Slow-moving? It generally changes positions once or twice a year, on average.
Here […]
Re: Is Value just a big bet on Financials? via Abnormal Returns.
The answer is either “yep,” or “it depends.” Let’s define some terms.
There are three types of analysis: Technical, Fundamental, and FundaTechnical. “Value investing” uses FundaTechnical analysis as it’s bedrock, and is predominantly quantitative in nature, although “value investors” will often through some qualitative […]
This post is not an endorsement; it is for informational purposes, an update to my previous post on this newsletter.
The American Association of Individual Investors (AAII), a site that I’m fond of for their stock screens, among other things, is still offering their “Stock Superstars Report.” I got my second solicitation through the […]
Rather than list my personal trades in a separate post, as I have done in the past, I’m going to mention them in the context of the system which is being traded. I am following the tracking portfolio for Aggressive in my personal account, with weights that might vary only slightly from the […]
