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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To say that “the stock market” rises over time is a simplification that can be misleading if you don’t understand the underlying dynamics that research highlights. It’s easy to study a long-term stock market graph and quickly see that the index...
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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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In the fall of 2023, we received several buy signals in broad indicators and sentiment data while facing a seasonally stronger period in Q4. Now we have once again received a buy signal in an indicator that I usually keep an extra eye on....
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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. ” –...
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““If there was a strategy that I would want to employ right now, if someone put a gun to my head, I’d say simple trend following strategies. They are not too popular today… They will probably do very well in the...
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Erik Hansén walks through a conceptual framework for earnings growth. The earnings clock can be used to find growth stocks early enough, but not stay at the growth party too long. We focus on the change in data. Not whether growth is good or bad but...
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Pure Momentum is our rule-based momentum strategy that you can use to build your own momentum portfolio with built-in capital protection. Learn how momentum works Risk-adjusted portfolio weights Methods for managing risk of major market declines How to build your own momentum portfolio...