Effect of volatility on S&P returns or maybe viceversa due to contango…. I wonder if volatility is leading or lagging indicator…
ETF resources
ETF DB screener Index families Alternative ETFs summary ETF by performance
Sector-by-sector analysis January
Sector by sector mention The conclusions are questionable but the idea of personalized per-sector rebalancing is kind of cool.
Market profitability analysis
The whole market is pretty much neutral based on P/E analysis.
Corporate profit margin by sector
Required for sector rebalancing within investment portfolio profit margins analysis. Consumer staples and discretionary will go down, healthcare/energy/financials will go up?
January trends by Jeff Miller
This article has in-depth analysis of the January situation and way to view several key indicators.
Choosing the right bank account
Unlike the conventional trading wisdom, in reality our accounts are highly variable: 1. Income: we add (or remove) savings into account of choice every month 2. IRA: the IRA accounts are limited by regulator, taxation and account maturity limitation. It makes sense [taxation-wise] to keep IRA account for ETFs with zero risk of ruin and …
Common sense position tactics from Warren Buffett
Warren Buffett, Chairman and CEO of Berkshire Hathaway Inc. (NYSE: BRK-B), was in Detroit last month. The billionaire sat down with Quicken Loans Chairman and Founder Dan Gilbert, along with President and Chief Marketing Officer Jay Farner, for an hour-long chat. When asked about the philosophy that brought him an estimated net worth of about …
Continue reading “Common sense position tactics from Warren Buffett”
Choosing the right analysis methods
We have 4 predominant approaches to market analysis: 1. Common sense: Choosing the right blend of assets in the first place, buy with discount, not getting greedy, see where the market is going. 2. Psychological: Seasonality, Elliot waves, support/resistance, dead cat bounce, retail investor behavior, algorithmic slippage. 3. Fundamental: Accounting ratios, long term indicators and …
Rebalancing
To reduce the psychological pressure, we do not want to modify the amount of money committed to investment beyond the monthly saving/using rate. Instead we use rebalancing tactics. The idea is pretty simple. If we have a portfolio of assets, we could improve the alpha of the portfolio (risk-adjusted reward) by combining uncorrelated bets. If …