Portfolio Backtesting Software
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Investing
What are the Top 10 Advantages of Creating and Following an Investment Policy Statement?
Clarity of goals: An IPS provides a clear and concrete set of investment goals that can be used to guide investment decisions. Risk management: An IPS can help to identify and manage risk by outlining the types of investments that are appropriate given the investor's...
Pro Grade Portfolio Analysis
Trading Rules
Diversfication Returns and Diversification Alpha™
Just like Deion Sanders on the field, diversification goes both ways. Most investors intuit the benefit of defensive diversification, but diversification can play offense, too. The defensive ability of diversification to protect capital is a function of the...
Inflation Proof your Conservative Investment Portfolio
The biggest misconception on diversification
Why investment funds may be toxic to your investment portfolio. 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. Diversification is...
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...
Are you a wartime investor?
Many investors, especially venture capitalists, think of CEO’s as being either a peacetime CEO or a wartime CEO. Wartime is a metaphor typically for a peacetime or wartime national leader. I think investors need to start using this as a lens for self-evaluation....
Skip the Max Constraint on your Tech Stock Allocations
Proper Portfolio Construction is both art and science. Here is a little art. Why you should constrain all of your sectors except technology? What are portfolio constraints? Position constraints are a popular input to portfolio optimizers or asset allocation...
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;...
