Volatility & Quality is a factor-based strategy that aims to create exposure to stocks with low volatility and a high quality rating. Rebalancing occurs once a month, and the goal is to achieve a higher risk-adjusted return than the stock market....
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Technical analysis is very popular and often the first method that beginners encounter when they start trading actively, especially if they focus on short-term trading. With simple graphs and clear patterns, technical analysis seems to promise quick results and easy...
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Top Picks Momentum buys and sells stocks based on our Pure Momentum strategy. This strategy identifies low-volatility uptrends, with the assumption that these trends often last longer than expected. While momentum strategies don't always perform optimally...
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Finally a reporting period with new data from companies for investors to absorb. It is often said that the market is quick to price in new information. But is that really true or is there an anomaly that we can keep in mind when...
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Value & Momentum is a strategy that 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. Holdings and position sizes are included in the premium package and...
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Ray Dalio popularized the concept of the “All-Weather Portfolio” through his hedge fund Bridgewater Associates, which is today the world’s largest hedge fund with over $100 billion in capital. Let’s try adding momentum to the strategy. But first, some background information on the concept of the all-weather portfolio. Dalio was...
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Volatility & Quality is a factor-based strategy that aims to create exposure to stocks with low volatility and a high quality rating. The investment universe consists primarily of Swedish companies, but the strategy also allows investments in foreign companies. Rebalancing occurs on a...
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By studying market breadth, we get a clearer picture of the overall strength and health of the market. Instead of focusing solely on the total change in the index, we measure how many stocks within an index or market are participating in an up-...
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Trend following is about accepting small losses and riding winners. Riding winners longer than most others manage to do. As an investor, it is very easy to sell winners too early. The strategy works well when the market offers sustainable trends, but...
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In the data library we have a wealth of price data and different types of indicators. Our breadth indicators show how the underlying stocks in an index are developing. These indicators can also be applied to commodities, currencies (FX) or interest rates. A breadth indicator provides an extra...