Portfolio Backtesting Software

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First Principles of Investments

First Principles of Investments

What are the First Principles of Investments? Investing in the stock market requires clear thinking. These are the rules of the game.  Not guidelines, not suggestions.  Just some facts in a domain where facts may be diluted with great narrative, analysis or...

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Pro Grade Portfolio Analysis

Pro Grade Portfolio Analysis

You can analyze a portfolio better than 99% of professional investors using what I teach in this video. I used to sell this portfolio analytics software to professional investors for thousands of dollars and now I am doing my part to democratize investments by giving...

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Trading Rules

Trading Rules

I don't usually advocate trading due to the higher probability of loss ascribed to the predominance of cognitive bias and behavioural economics. Note from personal experience that an awareness of such risk is insufficient to curtail the risks. For those that will...

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The biggest misconception on diversification

The biggest misconception on diversification

Fact Checking for Truths about Portfolio Diversification There are a number of misconceptions around diversification. But head and shoulders the number one misconception is so widespread, harmful and misunderstood. First, the also rans. Debunking the Biggest...

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Gratitude Practice

Gratitude Practice

In addition to an overload of turkey every Thanksgiving table I’ve sat at has had some sort of gratitude practice. Sometimes, this takes the form of going around the table where people can express things that they are thankful for. Other times the host could lead a...

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Are you a wartime investor?

Are you a wartime investor?

Many investors, especially venture capitalists, differentiate CEOs as either peacetime or wartime leaders. The concept of "wartime" is often used to describe national leaders facing crises. Investors should consider adopting this perspective for their own...

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COVID 19 Stock Ideas

COVID 19 Stock Ideas

I track a list of 3 COVID 19 Stock ideas. Harmed is an equally weighted basket of 33 stocks that would stand to get their butt kicked by COVID19 and the resulting shutdown. Beneficiaries is an equally weighted basket of 33 stocks that one could imagine would benefit;...

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Narrative Diversification

Narrative Diversification

Narrative Diversification - What is it and why does it matter? I want to call to attention a type of diversification that I think is especially relevant now and typically one that evades measurement. Narrative diversification. I've come across this type of...

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The Dirty Secret of Diversification

The Dirty Secret of Diversification

The Dirty Secret of Diversification You probably heard mixed things about diversification; most of it good but not all of it. Amongst the detractors you can find content on the internet where Mark Cuban or Warren Buffett impune diversification. Please forgive their...

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Coronavirus Investing

Coronavirus Investing

Cash + Quality + Cap = Comebackability A great many stocks are excellent investments right now.  With the Coronavirus, I keep finding myself saying that “this too shall pass.”  It will.  Sooner or later. And when it does - you need to be ready. As there have been many...

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Are you a Trader or an Investor?

Are you a Trader or an Investor?

I’ve been thinking a lot about this lately. The recent impact of the coronavirus fears on the stock market, like any other fast-moving or high-volatility event arouses my trader's instincts. Are those trader's instincts compatible with fiduciary, long-term investing?...

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The Seven Deadly Sins of Portfolio Backtesting

The Seven Deadly Sins of Portfolio Backtesting

The vast majority of investors wanting portfolio backtesting have good intentions. But even the well-intentioned investor may make some mistakes that can lead to dangerous consequences. These seven deadly sins of portfolio backtesting may cause misleading results and...

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The Gold Standard for Portfolio Backtesting

The Gold Standard for Portfolio Backtesting

There are good backtests and there are bad backtests. Backtesting a portfolio can be tricky. The road to informative portfolio backtest results has many pitfalls. These pitfalls can create misleading suggestions. a backtest is an incredibly useful research tool…. if...

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Who is Portfolio ThinkTank Designed for?

Who is Portfolio ThinkTank Designed for?

We exist to help investors... Investors who are smart enough to realize that they can create investment strategy themselves and smart enough to know that they can beat the averages, yet self-aware that it’s ok to get some help. We love tech-savvy investors and we love...

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The Thirteen Virtues of Portfolio Backtesting

The Thirteen Virtues of Portfolio Backtesting

These are the virtues of what a good backtest is and what it can do for investors. These are the virtues  The Gold Standard for Portfolio Backtesting. Includes the impact of portfolio rebalancing Ideally, the backtest should cover a period long enough to cover at...

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What is a Backtest?

What is a Backtest?

A backtest or back-test is a hypothetical simulation of an investment or trading strategy. Most backtesting is applied to timing entry and exit points for a particular asset. Backtesting is one of those things that can be easy to quick and hard to do right. Portfolio...

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Why are we launching Portfolio ThinkTank?

Why are we launching Portfolio ThinkTank?

My name is James, and I’ve been a B2B fintech executive for 19 years, selling millions of dollars of tech to professional investors. Now, with Portfolio ThinkTank, I’m changing teams. Why are we launching Portfolio ThinkTank? Because I want to help regular investors...

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Is WFOOSMPBT acronym worthy?

Is WFOOSMPBT acronym worthy? A backtest has about as much credibility with professional investors as claims of sure things and guarantees. However, a backtest is an incredibly useful research tool—if it is done right. If it is done wrong, as most are, it gives a false...

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Systemic Risk and Diversification Analysis

This chart tells us that the portfolio being analyzed has a variance 60% captured in only one dimension. Minimizing the percentage of the portfolio captured in the first dimension is a routine output of our investment process and greatly reduces the susceptibility of...

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Blog Portfolio ThikTank
At Portfolio ThinkTank diversity does not end with the portfolio. We strive to proactively create a culture that embraces diversity, protects our ecosystem from fear and hate, and celebrates the beauty of our differences.