Time for the IVY timing portfolio trading signals for the end of June 2013. You can see the signals at world beta or my preferred source dshort. Below are the signals for the end of May 2013. Another source I’ve found for IVY updates is Scott’s Investments. He updates a spreadsheet that details the Read more…
Today I want to cover the Enhanced Dividend Yield quant strategy from What Works On Wall Street. This strategy is a bit more complicated to implement than the others I’ve covered (see previous posts), especially for individual investors. Its performance results are much better than other dividend based strategies. While Read more…
Time to move on to the next quant strategy I want to highlight. This post will cover a strategy called Trending Value, aka the value stocks on the mend strategy. This strategy is the top ranked strategy by risk adjusted return (sharpe ratio) in the book What Works On Wall Read more…
Today’s post will cover the second half of the Combined Consumer Staples/Utilities Strategy presented in the book What Works On Wall Street. The first part was covered in my last post. This strategy has one of the best risk adjusted returns of all the strategies tested and also has the Read more…
After a few introductory posts (part 1, part 2, part 3) on quantitative investing it’s time to get down to some real current portfolios. In this post I want to look at the first half one of the best risk adjusted return strategies presented in What Works On Wall Street Read more…
Time for part 3 of my Quantitative Investing posts. Please refer to the introduction post and the getting started post. In this post I want to discuss portfolio monitoring rules and how to increase the odds of success with quant strategies. First, lets talk about portfolio monitoring rules. The quant Read more…
In my last post I introduced Quantitative Investing as a stock investment strategy with great results and low effort. Here I want to show you how you can get started getting familiar with the process involved and the basic mechanics of implementing a quant strategy by using value stocks as an example. Read more…
What if I could introduce you to an investment style for equities that can soundly beat the market over time and only requires a few days a year of work? Interested? I thought so. Today I want to introduce you to Quantitative Investing and why you should consider incorporating it into Read more…
Time for the IVY timing portfolio trading signals for the end of May 2013. You can see the signals at world beta or my preferred source dshort. Below are the signals for the end of May 2013. Another source I’ve found for IVY updates is Scott’s Investments. He updates a spreadsheet that details the Read more…
When people talk about Fairfax Financial and its chairman Prem Watsa, the description used most often is the ‘ Warren Buffett/Berkshire of Canada’. This is fitting in many ways as the companies are in similar lines of business, insurance, and have impressive investment track records. But how do they compare Read more…
A while back I wrote about some historical analysis I had done that showed several ways that an investor could achieve market beating returns and thus maximize retirement income. It has been known for a long time that several ‘factors’ or characteristics of stocks generate market beating returns. The two Read more…