Category archives: Strategy

RSS feed of Strategy

Last update on .

As a result of the Corona Virus, we may be in for a bear market in the coming months so it's important that we not only protect our portfolio from losses but also set ourselves up for gains. Whether it's the current threat of COVID-19 or some future bear market in years to come, it's important to not only know how to survive but also how to make money when the market is volatile and heading south.

Last update on .

Portfolio Factor Analysis

By analyzing your stock portfolio through the lens of Factor Contributions, you gain a deeper level of insight into where your returns are really coming from and whether or not you should increase exposure to specific Factors. This article explains how you can use Factor Analysis to improve the performance of your own portfolio.

Last update on .

Understanding the difference between correlation and cointegration is critical if you intend to pair trade stocks. Not knowing the difference is a sure fire way to mount up losses in your account.

Last update on .

Creating a well diversified, profitable stock portfolio takes more than simply selecting stocks from different Sectors. This article discusses the benefits of correctly diversifying your stock portfolio and what it takes to do so.