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Are you a Trader or an Investor?

Are you a Trader or an Investor?

by James Damschroder | March 4, 2020 | Portfolio ThinkTank | 0 comments

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...
The Seven Deadly Sins of Portfolio Backtesting

The Seven Deadly Sins of Portfolio Backtesting

by James Damschroder | January 24, 2020 | Portfolio ThinkTank | 0 comments

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...
The Gold Standard for Portfolio Backtesting

The Gold Standard for Portfolio Backtesting

by James Damschroder | December 22, 2019 | Portfolio ThinkTank | 0 comments

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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