Most people buy and hope for the best. That's not how we should work if we are going to work with short-term strategies and take trading seriously. This article is for advanced market participants who trade actively, use stop losses and...
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The strategy combines the factors of value and momentum to buy cheap companies that are trading with good momentum. Portfolio weights are adjusted for volatility and changes are made once a month. Our model portfolios are included in the premium package. Portfolio comment The portfolio has risen by 25% in 2024...
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Volatility & Quality is a factor-based strategy for creating exposure to stocks with low volatility and good fundamental quality. Low volatility often coincides with an upward trend in the stock price, which implies a trend-following nature of model portfolios. The result is that...
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Most people have a strong opinion about gold. You either like the idea of owning gold or you reject the precious metal. Including gold in a portfolio can have a positive impact on risk-adjusted returns. Here are 4 points...
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The weekly report contains signals from the noise. We summarize models and strategies, and try to decode the market's message with a scientific approach to stay on the right side of the larger trends. In this edition: Market update Portfolio/strategy development ChartBook (PDF) with observations, statistics...
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Prioritize survival instead of maximum return! With global asset allocation, we build capital over time without having to go through the emotional roller coaster of the stock market. The path to the goal is crucial to succeeding in the long term and achieving success. With the help of a...
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The strategy combines the factors of value and momentum to find companies that are trading with strong momentum, but that are also attractive based on valuation multiples. By combining the factors, we avoid potential value traps. We also avoid momentum stocks that are trading well above...
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During reporting periods, I always worry about price reactions. How the market receives a report gives an indication of future price development. A stock that rises on a bad report is a signal that the stock is demand-driven. Investors tend to underreact to positive...
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Beginners tend to focus on buy signals that work according to technical analysis while professionals focus on diversification, portfolio weights and risk management! We can have an edge and act on signals that work well over time, but without good position management we will...
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“The reason you need volatility control is more from the psychological side of things than anything else. If you have too much volatility in any one position, it will attract attention, and you don’t want to attract attention. ” –...