Beta Portfolio Tracker and Sizing Tools Launch with Real Trades
UPDATE: As mentioned last week, Zach has been working on various value-added products for our members, namely portfolio position sizing calculators (live) and an online portfolio tracking tool (Beta). I uploaded 5 years' worth of Weekend Trader trades of mine (see below). You can add trades in various ways, including uploading the existing Share Trade Tracker spreadsheet if that's already being used. Stay tuned for release - currently going through Beta testing with a handful of clients.
Start Now: Act Deliberately, No Need to Wait
I often get asked, "When is the best time to start with your strategies?" My facetious answer is "10 years ago" Seth Godin puts it more elegantly... _______ Start where you are. Start with what you’ve...
AI Reveals Optimal Sub‑System Pairings and Allocation
I've been playing around with AI to look closer into some old strategies of mine by feeding it a 10-year trade list. I initially asked it to assess the 10 sub-systems within this short-term strategy and look for issues that...
Australia’s Fuel Prices Up 50% While Messenger Drives Tesla
Fuel prices FYI... 50% higher in Australia. Don't shoot the messenger - he drives a $TSLA https://t.co/j1j9ciCW0D
From Quant Momentum to Buffett: Targeting Cheap Ball‑Bearing Stock
Big news: After 40 years of running quant momentum models fancier than a meat pie at a hatted restaurant, I've decided to go full Warren Buffett. I'm burning the data, binning the computer terminals, and I'm now going deep on...
Quality Stocks Need Patience: 20‑year Gains, Short‑term Pain
I just had several days at a planning conference where several presenters discussed the long-term reliability of selecting quality stocks that showed resilience regardless of economic conditions, fiscal stimulus or inflationary environments. Example below of a popular concentrated portfolio of high-quality...
AI Transforming Trading and Fund Management – New Article
A new article dropping from Zach tomorrow about AI and its role in trading and funds management. If you're not already signed up, you can do so here >>>
All Weather Portfolio Beats Expected Returns, Drawdown On Target
All Weather portfolio update. Current drawdown -8.35% which is within the expected return/risk profile. CAGR since release running at +24.2%, which is above the expected return profile. #next1000trades https://t.co/Bf8eenZ9Am
ETF Combo Beats Benchmark: Higher Returns, Lower Risk
ETF Combo 30% $SPHB 30% $GLD 40% $DBMF (managed futures) Quarterly rebalance only. CAGR 16.5% vs 14.0% maxDD -19.8% vs -33.8% Vola 13.3% vs 20.1% Sharpe: 0.97 vs...
Trend Following and Indexing Share Same Drawdown Reality
These types of comments always amuse me... "...trend following strategies typically have long flat or negative periods that test discipline. Past profitability doesn't protect you from a multi-year drawdown." So let's consider Buy & Hold or indexing between 1968 - 1982 where...
BAP.ax Plunges 48%, Confirming Trend‑driven Surprises
$BAP.ax down 48% today. Surprises tend to happen in the direction of the prevailing trend. https://t.co/8MXlffwnuZ
