11/03/2025

S&P 500 breaks MA-200 – Is it time to sell?

S&P 500 breaks MA-200 – Is it time to sell?

S&P 500 har precis brutit ner under sitt 200-dagars glidande medelvärde (MA-200), en klassisk säljsignal som får många investerare att höja på ögonbrynen. Historiskt har detta setts som ett varningstecken för svagare börsutveckling. Men hur pålitlig är egentligen denna signal?...

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04/03/2025

Pessimism without a stock market crash – a warning signal or a buying opportunity?

Pessimism without a stock market crash – a warning signal or a buying opportunity?

One of the indicators I study to quantify investor sentiment is the survey from AAII (American Association of Individual Investors). They ask how private investors feel about the stock market over the next 6 months. AAII can be seen as the American equivalent of Aktiespararna, but...

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07/01/2025

Global Momentum – A smarter base portfolio for active investors

Global Momentum – A smarter base portfolio for active investors

Investing shouldn't be like riding a roller coaster. For most private investors, the risk of making bad decisions in the wrong situations is one of the biggest obstacles to achieving their financial goals. Our new Multi Asset Strategy Global...

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31/12/2024

2024: A typical year on the Stockholm Stock Exchange – Why it is important

2024: A typical year on the Stockholm Stock Exchange – Why it is important

When we sum up 2024, we can see that the year so far has ended with an increase of 6% for the Stockholm Stock Exchange. Compared to historical data, this appears to be a stable and fairly typical year. But what does 6% actually mean in the context of previous...

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27/12/2024

Update: Value & Momentum

Update: Value & Momentum

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. With patience, discipline and systematic position management...

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21/12/2024

Weekly report: A red week across the board

Weekly report: A red week across the board

The weekly report gives you a short and concise summary without getting caught up in unnecessary noise – all to keep you informed and well prepared. You also get an overview of the development of our systematic strategies. In this edition: Stock market outlook on...

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17/12/2024

Christmas rally – More myth than magic?

Christmas rally – More myth than magic?

The Christmas rally is one of the most talked-about phenomena in the stock market – a kind of seasonal miracle where stocks are supposed to surge just in time for us to wrap our Christmas presents and uncork the New Year's foam. But is it really the work of Santa? Or is it...

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23/11/2024

Weekly report: Success outside Sweden – diversification pays off

Weekly report: Success outside Sweden – diversification pays off

The weekly report provides you with a scientifically based analysis of market signals and a clear picture of the stock market outlook for the next 3–6 months. Here you also get an update on the development of our systematic strategies – all to keep you informed...

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14/11/2024

Update: Volatility & Quality

Update: Volatility & Quality

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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12/11/2024

Don’t be fooled by technical analysis

Don’t be fooled by technical analysis

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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