Category Archives: Strategies

Winter Solstice

The winter solstice, just passed, is the shortest day of the year. It marks not the depth of winter, but the onset. The seasons lag the sunshine, as shown in the chart below. The coldest days come five or six … Continue reading

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TrueCar Gap Play

Occasionally, my day job intersects with my passion for the stock market. Below is the Finviz chart of TrueCar. This company has great potential, and some challenges. I believe the selloff on last quarter’s miss was overdone. Even the downgraded … Continue reading

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Momentum Based Balancing

Part two in a series A few months ago, I presented a novel method for balancing a widely diversified portfolio. By “widely diversified,” I mean all asset classes, foreign and domestic. This is to reduce inter item correlation. Here are … Continue reading

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Portfolio Balancing Models

Part one in a series When you read about portfolio management, the emphasis is typically on selecting issues for diversification – an inflation hedge, real estate, bonds, etc.  The allocation of capital within the portfolio is then revised periodically (rebalanced) … Continue reading

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Missed My Stop

A funny thing happened yesterday.  I was reviewing my positions, and my system told me I was stopped out of GME with a loss of 0.4%.  “Oh, no I am not,” I replied, “I am still in it, and it’s … Continue reading

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Momentum Trading

I have been trying to quantify my momentum trading strategy.  Mean reversion pays the bills, but I am still an “IBD style” trader at heart.  That may sound crazy to you, given the subjectivity, and that’s why I am doing … Continue reading

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