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The document provides an overview of markets and investment outlook from various managers in the last quarter. Key points include:
- Markets performed well despite initial Brexit reaction, with UK and international equities rising. Bonds and commodities also rose.
- Managers are assessing economic outlooks, seeing potential for US growth but concerns in Europe. Some see opportunities from coordinated fiscal plans.
- Managers have mixed views on regions like Japan, Europe, and property exposure. Bonds are largely held for safety over yield.
- The outlook discusses navigating uncertainty after Brexit through diversification. Unemployment rates suggest the UK economy remains stronger than Eurozone economies.
The document provides an overview of the 2016 Q2 results for an advisory investment management firm called Fink House. It summarizes that:
1) The "Expert" medium risk model portfolio outperformed its index with returns of 2.9% versus 2.4% for the index, with lower volatility.
2) After a strong start to the year, global equities saw limited gains in Q2. Fink House recommended reducing equity exposure in May due to high prices and optimism.
3) Exchange-traded funds generally had positive returns in the quarter, with the S&P 500 up 4.97%. The portfolio has a regional and asset breakdown targeting balanced risk and return.
This document summarizes an investment analysis project from a finance class. The goals of the portfolio were to preserve capital during a recessionary period in 2009. The portfolio was diversified across multiple securities and had a beta of 0.29, lower than the market proxy, helping achieve the goal of capital preservation. Over 14 weeks, the portfolio value declined 3.07% while the market index rose 7.18%. Key concepts learned included diversification, market efficiency, and capital asset pricing model analysis. In conclusion, objectives and constraints like investment period are important considerations in portfolio formation and analysis.
The document summarizes the performance of the Froley Revy Alternative Strategies Offshore Fund for June 2008. The fund aims to generate returns through credit, equity, convertible and option trades while preserving capital. In June, the fund avoided losses by steering clear of small, illiquid convertible bonds and maintained a portfolio weighted towards larger, more liquid names, most with high deltas. However, the fund suffered from its exposure to financial stocks. Going forward, the manager remains constructive on financial convertibles due to embedded calls but recognizes credit risk from high leverage in the sector.
The document provides an overview of markets and investment outlook from various managers in the last quarter. Key points include:
- Markets performed well despite initial Brexit reaction, with UK and international equities rising. Bonds and commodities also rose.
- Managers are assessing economic outlooks, seeing potential for US growth but concerns in Europe. Some see opportunities from coordinated fiscal plans.
- Managers have mixed views on regions like Japan, Europe, and property exposure. Bonds are largely held for safety over yield.
- The outlook discusses navigating uncertainty after Brexit through diversification. Unemployment rates suggest the UK economy remains stronger than Eurozone economies.
The document provides an overview of the 2016 Q2 results for an advisory investment management firm called Fink House. It summarizes that:
1) The "Expert" medium risk model portfolio outperformed its index with returns of 2.9% versus 2.4% for the index, with lower volatility.
2) After a strong start to the year, global equities saw limited gains in Q2. Fink House recommended reducing equity exposure in May due to high prices and optimism.
3) Exchange-traded funds generally had positive returns in the quarter, with the S&P 500 up 4.97%. The portfolio has a regional and asset breakdown targeting balanced risk and return.
This document summarizes an investment analysis project from a finance class. The goals of the portfolio were to preserve capital during a recessionary period in 2009. The portfolio was diversified across multiple securities and had a beta of 0.29, lower than the market proxy, helping achieve the goal of capital preservation. Over 14 weeks, the portfolio value declined 3.07% while the market index rose 7.18%. Key concepts learned included diversification, market efficiency, and capital asset pricing model analysis. In conclusion, objectives and constraints like investment period are important considerations in portfolio formation and analysis.
The document summarizes the performance of the Froley Revy Alternative Strategies Offshore Fund for June 2008. The fund aims to generate returns through credit, equity, convertible and option trades while preserving capital. In June, the fund avoided losses by steering clear of small, illiquid convertible bonds and maintained a portfolio weighted towards larger, more liquid names, most with high deltas. However, the fund suffered from its exposure to financial stocks. Going forward, the manager remains constructive on financial convertibles due to embedded calls but recognizes credit risk from high leverage in the sector.
Presentacion gestor BMO Global AM: Funds Experience 2016Rankia
This document discusses equity style investing and developing a "true style" approach. It outlines decomposing equity returns into alpha, index returns, and style premia. It discusses the history of factor investing and analyzing styles like value, size, and momentum. The document also presents a global equity market neutral strategy that targets these styles while aiming to generate returns uncorrelated to the broader market. It provides performance data showing this strategy has achieved its goals of diversification and positive returns.
Ephraim global is to concentrate on the long term basicsBrianGaburnik
Ephraim Global recommends focusing on long-term fundamentals and remaining composed during market fluctuations. While some investors are shifting from fixed income to equities and commodities, Ephraim Global's investment approach and strategy remains unchanged, concentrating on regional and sector stock selection in developed markets for stable returns.
The document provides information about the Catalyst Millburn Hedge Strategy Fund, a multi-strategy hedge fund managed by Millburn Capital Management. It discusses Millburn's research process which integrates multiple data inputs within statistical learning models. The fund trades over 125 liquid markets using a fully systematic strategy and has achieved strong long-term returns with lower drawdowns compared to stocks and other hedge funds since 1997. Millburn has over 45 years of experience in quantitative investing across global markets and asset classes.
The document provides an overview of Henderson New Star, including its history and acquisition of New Star Asset Management in 2009. It discusses the company's investment approach, focusing on valuation, unfashionable assets, and patience. Several charts are presented analyzing the economic recovery and remaining investment opportunities in equities and bonds.
We build partnerships by focusing on your destination, not just the investment. For our partners with destinations that lie far in the future, we take a longer, broader view.
The document discusses the investment philosophy and process of the Nordea 1 - Flexible Fixed Income Fund. It emphasizes balancing risk across different market conditions by including return drivers that perform well in both bull and bear markets. These include high-quality government bonds for bear markets and high yield/emerging market debt for bull markets. The fund aims to produce a 2% excess return over cash with low volatility of 2-5% through flexible strategic and tactical asset allocation. It focuses on selecting individual return factors rather than asset classes and uses models and research to regularly rebalance the portfolio and reduce risk in changing market environments.
The document provides an overview of the 2016 Q3 results for Fink House's medium risk model portfolio. The portfolio achieved returns of 2.3% in Q3 with volatility of 9.4%, outperforming its index which returned 2.8% with volatility of 9.8%. Major global equity indices also saw gains in Q3, with emerging markets performing strongest. Fink House recommends maintaining exposure to emerging market equities going forward.
This document provides an introduction to stock market basics, defining what stocks are as shares of ownership in a company. It explains the difference between debt and equity when companies raise capital and discusses the risks and rewards of investing in stocks, including how compounding returns can significantly increase wealth over time. Major stock market indices like the S&P 500 and Dow Jones Industrial Average are introduced, along with how stocks trade on exchanges. Factors that influence stock prices like supply and demand and earnings reports are also outlined.
SIA Funds: de Value Investing a Strategic ValueValueSchool
Nombre y breve perfil del invitado
Marcos Hernández Aguado es CIO de SIA Funds. Con 25 años de experiencia en el mercado bursátil, la mitad en análisis (analista de varios sectores en Credit Agricole y Merrill Lynch) y la mitad en gestión (Merrill Lynch SIG Long Short y SIA Value), Marcos Hernandez es el actual CIO y co-gestor del LTIFClassic y LTIFNaturalResources, junto a José Carlos Jarillo, fundador de SIA. Se incorporó a SIA en 2008, unos meses antes de la debacle bursátil, y desde entonces ha ocupado los puestos de jefe de análisis de la oficina de Ginebra y posteriormente la cogestión de todos los fondos de SIA. El LTIFClassic ha tenido una performance absoluta del 9% anual desde que se lanzó en 2002, y es un fondo global value con el objetivo de rentabilidad del 10% anual neto con un riesgo industrial muy limitado.
Sinopsis
SIA Funds y su fondo insignia LTIFClassic empezaron su andadura en 2002 con una estrategia de value investing básica (con bastante peso de recursos naturales), que rápidamente obtuvo una de los mejores alfas del mundo: c20% anual en el período 2002-2007. Pero llegó la crisis global y en 2008 el fondo Classic cayó un 60%. A partir de ahí empieza una evolución estratégica del fondo desde value investing puro a strategic value con el fin de renunciar a parte del alfa potencial a cambio de una fuerte reducción del riesgo. Esto permitió aprender en vivo, y a lo largo de una década, la lección que Buffett lleva años comentando: su transición desde pure value hacia good businesses at reasonable price. Y Graham ya lo había anticipado mucho antes, en los años 30, con su famosa frase que divide la inversión en dos partes: protección del capital y retorno satisfactorio. SIA también ha desarrollado una fuerte experiencia en commodities y recursos naturales y gestiona desde 2005 el fondo especializado LTIFNaturalResources.
Prudential is a leading international financial services group established in 1848 with a presence in Europe, Asia, and the US. It has a very strong financial position with a AA credit rating from Standard & Poor's. Prudential's Portfolio Management Group manages over £127 billion in assets with an excellent long-term track record in global multi-asset investing.
CIAT has experience modeling climate and providing downscaled climate data. They have empirically and dynamically downscaled over 20 global climate models to produce high resolution climate projections for South America and globally at resolutions from 1km to 20km. Downscaling is a computationally intensive process that can take 5-6 years to complete for a single global climate model run through multiple emission scenarios. CIAT is focused on validating downscaled data against observations, continuously improving methods, quantifying uncertainties, and making climate data freely available through their online portal to support impact assessments.
IA Market Adaptive Portfolio Strategies (MAPS) PresentationJeff Diercks
The MAPS strategies attempt to profit from being invested in the best-performing market sectors at different times. The strategies use trend-following models to tactically move between various asset classes like stocks, bonds, commodities and currencies based on market trends over different time periods. This allows the strategies to potentially profit in both rising and declining markets. The strategies offer daily liquidity and transparency and target annual returns between 7-16% with risk levels of 11-16% depending on the specific portfolio.
This document discusses sources of climate and weather data including:
1) Daily weather data from weather stations, gridded datasets, and satellite data which provide information but have limitations and errors.
2) Mean climatology datasets like WorldClim which provide interpolated climate normals but have biases.
3) Future climate data from global climate models (GCMs) which need to be downscaled to higher resolutions to be useful for agriculture due to their coarse scale. Downscaling methods can introduce uncertainties.
4) The document emphasizes selecting the best available data source for the use case, being aware of errors in the data, and using downscaled information carefully when modeling agriculture.
CIAT's work on developing a cassava crop model to better understand impacts of climate change and priorities for adaptation. The workplan involves:
1. Developing a mechanistic cassava crop model with components for canopy development, phenology, biomass, drought response, and other processes.
2. Integrating the model into a large-area modeling framework (GLAM) to reproduce historical yield responses to climate variability.
3. Calibrating and evaluating the model using multi-site trial and yield data.
4. Running the model to improve estimates of climate change impacts on cassava and help establish breeding priorities for adaptation.
Presentation by Glenn Hyman for the 1st International e-Conference on Germaplasm Data Interoperability. On the experience of AgTrials (www.agtrials.org) in linking to other bioinformatics resources and developing metadata.
This document summarizes a presentation on how climate change acts as a threat multiplier across several areas of security. It discusses how climate change exacerbates:
1) Threats to human well-being through impacts on agriculture, food security, water resources, health, and coastal infrastructure.
2) Threats to economic development by undermining governance and damaging infrastructure.
3) Risks of uncoordinated coping responses, including increased migration, conflict over resources, and threats to statelessness for island nations.
4) Challenges to international cooperation in managing shared resources due to potential conflicts over increasingly scarce cross-border resources.
IA Personalized Portfolio Solution (PPS) PresentationJeff Diercks
The document describes Personalized Portfolio Solutions (PPS), an investment strategy offered by Intrust Advisors that aims to maximize returns in rising markets while protecting assets in falling markets. PPS constructs customized portfolios of low-cost ETFs tailored to a client's risk tolerance. It seeks to fully participate in bull markets and move to cash in bear markets. Analysis shows PPS outperformed a simple buy-and-hold strategy of the Russell 3000 index over the past 25 years with higher returns, lower risk, and fewer losses during market downturns.
Moviemaker es un software que permite a los usuarios crear películas y videos educativos al capturar y editar videos, insertar títulos, música, efectos y transiciones entre escenas. El programa es fácil de usar e incluso niños pueden utilizarlo para generar conocimiento a través de videos educativos. Moviemaker ayuda a fortalecer los conocimientos sobre tecnología y su uso en educación.
Presentacion gestor BMO Global AM: Funds Experience 2016Rankia
This document discusses equity style investing and developing a "true style" approach. It outlines decomposing equity returns into alpha, index returns, and style premia. It discusses the history of factor investing and analyzing styles like value, size, and momentum. The document also presents a global equity market neutral strategy that targets these styles while aiming to generate returns uncorrelated to the broader market. It provides performance data showing this strategy has achieved its goals of diversification and positive returns.
Ephraim global is to concentrate on the long term basicsBrianGaburnik
Ephraim Global recommends focusing on long-term fundamentals and remaining composed during market fluctuations. While some investors are shifting from fixed income to equities and commodities, Ephraim Global's investment approach and strategy remains unchanged, concentrating on regional and sector stock selection in developed markets for stable returns.
The document provides information about the Catalyst Millburn Hedge Strategy Fund, a multi-strategy hedge fund managed by Millburn Capital Management. It discusses Millburn's research process which integrates multiple data inputs within statistical learning models. The fund trades over 125 liquid markets using a fully systematic strategy and has achieved strong long-term returns with lower drawdowns compared to stocks and other hedge funds since 1997. Millburn has over 45 years of experience in quantitative investing across global markets and asset classes.
The document provides an overview of Henderson New Star, including its history and acquisition of New Star Asset Management in 2009. It discusses the company's investment approach, focusing on valuation, unfashionable assets, and patience. Several charts are presented analyzing the economic recovery and remaining investment opportunities in equities and bonds.
We build partnerships by focusing on your destination, not just the investment. For our partners with destinations that lie far in the future, we take a longer, broader view.
The document discusses the investment philosophy and process of the Nordea 1 - Flexible Fixed Income Fund. It emphasizes balancing risk across different market conditions by including return drivers that perform well in both bull and bear markets. These include high-quality government bonds for bear markets and high yield/emerging market debt for bull markets. The fund aims to produce a 2% excess return over cash with low volatility of 2-5% through flexible strategic and tactical asset allocation. It focuses on selecting individual return factors rather than asset classes and uses models and research to regularly rebalance the portfolio and reduce risk in changing market environments.
The document provides an overview of the 2016 Q3 results for Fink House's medium risk model portfolio. The portfolio achieved returns of 2.3% in Q3 with volatility of 9.4%, outperforming its index which returned 2.8% with volatility of 9.8%. Major global equity indices also saw gains in Q3, with emerging markets performing strongest. Fink House recommends maintaining exposure to emerging market equities going forward.
This document provides an introduction to stock market basics, defining what stocks are as shares of ownership in a company. It explains the difference between debt and equity when companies raise capital and discusses the risks and rewards of investing in stocks, including how compounding returns can significantly increase wealth over time. Major stock market indices like the S&P 500 and Dow Jones Industrial Average are introduced, along with how stocks trade on exchanges. Factors that influence stock prices like supply and demand and earnings reports are also outlined.
SIA Funds: de Value Investing a Strategic ValueValueSchool
Nombre y breve perfil del invitado
Marcos Hernández Aguado es CIO de SIA Funds. Con 25 años de experiencia en el mercado bursátil, la mitad en análisis (analista de varios sectores en Credit Agricole y Merrill Lynch) y la mitad en gestión (Merrill Lynch SIG Long Short y SIA Value), Marcos Hernandez es el actual CIO y co-gestor del LTIFClassic y LTIFNaturalResources, junto a José Carlos Jarillo, fundador de SIA. Se incorporó a SIA en 2008, unos meses antes de la debacle bursátil, y desde entonces ha ocupado los puestos de jefe de análisis de la oficina de Ginebra y posteriormente la cogestión de todos los fondos de SIA. El LTIFClassic ha tenido una performance absoluta del 9% anual desde que se lanzó en 2002, y es un fondo global value con el objetivo de rentabilidad del 10% anual neto con un riesgo industrial muy limitado.
Sinopsis
SIA Funds y su fondo insignia LTIFClassic empezaron su andadura en 2002 con una estrategia de value investing básica (con bastante peso de recursos naturales), que rápidamente obtuvo una de los mejores alfas del mundo: c20% anual en el período 2002-2007. Pero llegó la crisis global y en 2008 el fondo Classic cayó un 60%. A partir de ahí empieza una evolución estratégica del fondo desde value investing puro a strategic value con el fin de renunciar a parte del alfa potencial a cambio de una fuerte reducción del riesgo. Esto permitió aprender en vivo, y a lo largo de una década, la lección que Buffett lleva años comentando: su transición desde pure value hacia good businesses at reasonable price. Y Graham ya lo había anticipado mucho antes, en los años 30, con su famosa frase que divide la inversión en dos partes: protección del capital y retorno satisfactorio. SIA también ha desarrollado una fuerte experiencia en commodities y recursos naturales y gestiona desde 2005 el fondo especializado LTIFNaturalResources.
Prudential is a leading international financial services group established in 1848 with a presence in Europe, Asia, and the US. It has a very strong financial position with a AA credit rating from Standard & Poor's. Prudential's Portfolio Management Group manages over £127 billion in assets with an excellent long-term track record in global multi-asset investing.
CIAT has experience modeling climate and providing downscaled climate data. They have empirically and dynamically downscaled over 20 global climate models to produce high resolution climate projections for South America and globally at resolutions from 1km to 20km. Downscaling is a computationally intensive process that can take 5-6 years to complete for a single global climate model run through multiple emission scenarios. CIAT is focused on validating downscaled data against observations, continuously improving methods, quantifying uncertainties, and making climate data freely available through their online portal to support impact assessments.
IA Market Adaptive Portfolio Strategies (MAPS) PresentationJeff Diercks
The MAPS strategies attempt to profit from being invested in the best-performing market sectors at different times. The strategies use trend-following models to tactically move between various asset classes like stocks, bonds, commodities and currencies based on market trends over different time periods. This allows the strategies to potentially profit in both rising and declining markets. The strategies offer daily liquidity and transparency and target annual returns between 7-16% with risk levels of 11-16% depending on the specific portfolio.
This document discusses sources of climate and weather data including:
1) Daily weather data from weather stations, gridded datasets, and satellite data which provide information but have limitations and errors.
2) Mean climatology datasets like WorldClim which provide interpolated climate normals but have biases.
3) Future climate data from global climate models (GCMs) which need to be downscaled to higher resolutions to be useful for agriculture due to their coarse scale. Downscaling methods can introduce uncertainties.
4) The document emphasizes selecting the best available data source for the use case, being aware of errors in the data, and using downscaled information carefully when modeling agriculture.
CIAT's work on developing a cassava crop model to better understand impacts of climate change and priorities for adaptation. The workplan involves:
1. Developing a mechanistic cassava crop model with components for canopy development, phenology, biomass, drought response, and other processes.
2. Integrating the model into a large-area modeling framework (GLAM) to reproduce historical yield responses to climate variability.
3. Calibrating and evaluating the model using multi-site trial and yield data.
4. Running the model to improve estimates of climate change impacts on cassava and help establish breeding priorities for adaptation.
Presentation by Glenn Hyman for the 1st International e-Conference on Germaplasm Data Interoperability. On the experience of AgTrials (www.agtrials.org) in linking to other bioinformatics resources and developing metadata.
This document summarizes a presentation on how climate change acts as a threat multiplier across several areas of security. It discusses how climate change exacerbates:
1) Threats to human well-being through impacts on agriculture, food security, water resources, health, and coastal infrastructure.
2) Threats to economic development by undermining governance and damaging infrastructure.
3) Risks of uncoordinated coping responses, including increased migration, conflict over resources, and threats to statelessness for island nations.
4) Challenges to international cooperation in managing shared resources due to potential conflicts over increasingly scarce cross-border resources.
IA Personalized Portfolio Solution (PPS) PresentationJeff Diercks
The document describes Personalized Portfolio Solutions (PPS), an investment strategy offered by Intrust Advisors that aims to maximize returns in rising markets while protecting assets in falling markets. PPS constructs customized portfolios of low-cost ETFs tailored to a client's risk tolerance. It seeks to fully participate in bull markets and move to cash in bear markets. Analysis shows PPS outperformed a simple buy-and-hold strategy of the Russell 3000 index over the past 25 years with higher returns, lower risk, and fewer losses during market downturns.
Moviemaker es un software que permite a los usuarios crear películas y videos educativos al capturar y editar videos, insertar títulos, música, efectos y transiciones entre escenas. El programa es fácil de usar e incluso niños pueden utilizarlo para generar conocimiento a través de videos educativos. Moviemaker ayuda a fortalecer los conocimientos sobre tecnología y su uso en educación.
El primer párrafo habla sobre rumores sobre la relación entre Pipe Bueno y Jessica Cediel, y por qué la presentadora Mónica Rodríguez siempre usa sudadera. También menciona que una actriz famosa podría firmar un contrato millonario con Telemundo. El segundo párrafo presenta un libro de no ficción sobre un escritor prolífico llamado Enrique Amorío. El tercer párrafo trata sobre las críticas al rendimiento del equipo Millonarios y su entrenador dice que le preocupa más el nivel que los rumores.
Dos chicos que les gustaba la aventura exploraron una mansión abandonada en el bosque. Encontraron un gato negro que los asustó, pero luego descubrieron que estaban acorralados por un monstruo enorme. El monstruo solo quería amigos, así que los chicos acordaron visitarlo todos los días, pero nunca regresaron de la mansión maldita.
La Unión Europea ha acordado un embargo petrolero contra Rusia en respuesta a la invasión de Ucrania. El embargo prohibirá las importaciones marítimas de petróleo ruso a la UE y pondrá fin a las entregas a través de oleoductos dentro de seis meses. Esta medida forma parte de un sexto paquete de sanciones de la UE destinadas a aumentar la presión económica sobre Moscú y privar al Kremlin de fondos para financiar su guerra.
El documento describe el proceso de balanceo redox para la reacción química entre zinc y azufre que produce sulfuro de zinc. Explica que el zinc se oxida, perdiendo electrones, y el azufre se reduce, ganando electrones. Finalmente, presenta la ecuación química balanceada para esta reacción redox entre zinc y azufre.
The document provides an overview of market volatility and downturns. It discusses how declines are normal aspects of the market cycle and outlines historical data on the average length and frequency of different types of declines. It also notes that expansions have typically lasted longer than recessions throughout history.
Pursuing a Better Investment Experience Brochure BrandedTheresa M. Mahoney
The Bridgeway Group is a financial services firm with offices in Pasadena and Covina, California. It offers securities and advisory services through Commonwealth Financial Network. The document includes various exhibits with disclosures related to mutual fund performance, dimensions of expected returns, benefits of diversification, and avoiding reactions to short-term market movements. It emphasizes focusing on factors within an investor's control and maintaining a long-term perspective.
This document discusses pursuing a better investment experience by embracing principles such as embracing market pricing, not trying to outguess the market, resisting chasing past performance, letting markets work for investors, considering drivers of returns, practicing smart diversification, avoiding market timing, managing emotions, not confusing entertainment with advice, and focusing on what can be controlled. The key ideas are that following basic principles of prudent investing over long periods can help investors achieve better results than trying to beat the market through tactics like stock picking, market timing, or chasing past performance.
The document provides an overview and analysis of financial markets in 2009. It discusses the economic turmoil affecting markets, outlines different types of market declines, and analyzes stock and bond returns over time. The document emphasizes maintaining realistic expectations, the benefits of long-term investing, and risks of trying to time the market.
This document contains a disclaimer for trading commodities, forex, and options which carries high risk. It notes the large potential rewards but also large potential risks, and that you must be willing and able to accept the risks. It states this is not an offer or solicitation to buy or sell, and no guarantees of profit or loss are being made. Past performance is not indicative of future results. It also notes there are limitations to hypothetical or simulated performance results. The disclaimer concludes that you expressly understand and agree the trading platform provider shall not be liable for any direct, indirect, incidental, special, or consequential damages from use of the platform.
This document provides an overview and analysis of the economic situation and stock market in 2008 during the financial crisis. It discusses the major events that occurred, including bank failures and government interventions. It also looks at where the economy and markets currently stand, and offers recommendations to long-term investors to remain invested and not overreact to short-term volatility.
This document provides an overview and analysis of the economic situation and stock market in 2008 during the financial crisis. It discusses the major events that occurred, including bank failures and government interventions. It also looks at where the economy and markets currently stand, and offers recommendations to long-term investors to remain invested and not overreact to short-term volatility.
The VIX® returned to levels not seen in several years, breaking through 30 intraday on October 15th before falling back to close yesterday at 17.87. Both rise and fall in the VIX were precipitous; the market remains skittish.
An investment project in a virtual trading platform with the most realistic simulations available for real-time, streaming platforms that feature global equities, bonds, options, futures, commodities and more.
The project involved being a financial advisor for an investor with a total portfolio value of USD 1 million.
This project report highlights the performance and strategies used to ensure a successful and profitable Investment for the portfolio.
The trading period started on 22nd January, 2013 and ended on 12th April, 2013.
Understanding, exploring and selecting Exchange Traded Funds (ETFs)netwealthInvest
In this presentation learn about ETFs and the factors driving their popularity with Damon Gosen Vice-President of Business Development at VanEck. Damon will also discuss what you should consider when selecting an ETF for your retirement and financial goals.
Modern Investing: Is it Different this Time?osubucs
This document discusses modern investing and provides arguments for staying invested in the market during periods of crisis and volatility. It presents data showing the S&P 500 typically recovers following geopolitical events and market declines. It also notes the potential impact on returns of missing only a few of the best trading days. The document then discusses asset allocation, determinants of portfolio performance, and introduces Legend Advisory Corporation as a professional money manager that uses an asset allocation model and fund selection process.
What Went Wrong at Woodford - A Forensic AnalysisStockopedia
The document provides an analysis of Neil Woodford's Equity Income Fund from its inception in 2014 until its closure in 2019. It outlines an agenda to discuss the fund's history, performance analysis based on holdings from 2014-2019, charts of key metrics over time, lessons for investors, and how to analyze one's own portfolio to avoid similar mistakes. The analysis of the initial 2014 portfolio shows that Woodford initially invested conservatively in generally higher quality, value stocks, with a focus on large cap healthcare names. However, he noted plans to also invest a small portion in early-stage, undervalued quoted and unquoted businesses.
This document provides an overview of the economic downturn in 2008 and perspectives on investing going forward. It discusses events like bank failures, government interventions, and falling stock markets. While markets will experience ups and downs, historically most markets show long-term gains. The document recommends that investors don't overreact, think long term, assess their situation and goals, and look for opportunities once the economy recovers.
This document provides an overview of stocks and bonds for beginner investors. It defines what stocks and bonds are, describes different types of each, and highlights key factors to consider like risks, returns, and how to research companies. For stocks, it covers common and preferred shares, dividends, and growth vs. value investing. For bonds, it defines various types and bond yields. It aims to educate readers on the basics of picking stocks and bonds as well as the risks involved.
This document provides guidance on pursuing a better investment experience. It recommends embracing market pricing, not trying to outguess the market, resisting chasing past performance, letting markets work for you long-term, considering drivers of returns like company size and profitability, practicing smart diversification globally, avoiding market timing, managing emotions, focusing on long-term advice over entertainment, and controlling what you can like having a tailored plan.
1. The document discusses key principles for improving the odds of investment success, including embracing market pricing, not trying to outguess the market through timing, and resisting chasing past performance.
2. It notes that most mutual funds do not maintain top performance over time and that past returns are not predictive of future returns. Investors are advised to consider the drivers of returns like market risk premia.
3. The principles also emphasize smart diversification across market segments, avoiding reactive investing to headlines, and focusing on controlling what you can, like expenses and discipline, rather than market movements.
The document provides disclosures and sources for several exhibits. Exhibit 1 discloses trading data sources for world equity trading volumes. Exhibit 2 describes the mutual fund sample and methodology used to determine "winner" funds that outperformed benchmarks. Exhibit 3 explains how the analysis was conducted to determine the percentage of top-ranked funds that maintained their ranking in subsequent years. The source for Exhibits 2 and 3 is also provided.
Wealth advisors LLC pursues a better investment experience for its clients by embracing principles of prudent diversification and avoiding behaviors that often undermine returns, such as market timing, chasing past performance, and overreacting to short-term market movements. The firm recommends low-cost, globally diversified portfolios and advises clients to focus on what they can control - their investment plan, taxes, and expenses - rather than trying to outguess unpredictable markets. By following these disciplined strategies, the firm aims to help clients achieve superior long-term returns.
1. A Revolution in Do-It-Yourself
Investing
www.Stock-Signal.com
2. What Is It?
Proprietary “buy and sell” signals on select
indexes right to your email box
You pick any one or more of the 7 indexes (or
mix and match)
•
S&P 500 Index
•
U.S. Dollar Index
•
Nasdaq Composite Index
•
DB Commodity Index
•
Europe, Far East Asia
(EAFE) Index
•
•
London Gold Index
High Yield Index
Complete peace of mind and control
No minimums or investment advisors to deal
with
3. How It Works?
2-4 times per year on average you get an email
message “buy or sell” signal on each index
Follow one or more indexes (seven total)
Buy when signal is “buy”
Buy an inverse fund or ETF when signal is “sell”
We even give you a list of ETFs and Mutual
Funds to select
It’s that easy!
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S&P 500 INDEX
14.41%
2.99%
9.20%
NASDAQ COMPOSITE INDEX
2.52%
18.88%
EUROPE, AUSTRALASIA AND FAR EAST INDEX (EAFE)
10.19%
7.66%
7.41%
DB COMMODITIES INDEX
19.90%
3.23%
LONDON GOLD INDEX
16.50%
13.84%
4.97%
-0.54%
HIGH YIELD INDEX
U.S. DOLLAR INDEX
Returns period January 1, 2000 or ETF inception date, whichever is later to July 31, 2013.
See Disclosure Page For More Information.
5. Growth of $10,000
Equal Weighted Portfolio
Growth of $10,000
$60,000
$50,000
$40,000
$30,000
$20,000
$10,000
$0
1999
2001
2003
2005
2007
2009
2011
EQ Wgt Stock-Signal Strategy
S&P 500 Index
New Edge CTA Trend Following Index
See Disclosure Page For More Information.
2013
6. Why You Need It!
The greatest threat to your financial dreams and
goals is a fierce Bear Market
It has been shown that just “buying and holding”
can be a recipe for disaster in these turbulent
times
To profit from bear markets rather than fear
them
Easy, simple to execute and the signals only
happen 2-4 times per year on average
7. What It Costs?
$99 per year or $9.95 per month
Free 30 day trial
Tools we provide:
– Periodic email trade signals, putting you in
control of your portfolio;
– Current signals on a weekly basis as well as a
technical market recap;
– Access to past historical signals and returns;
– Access to our periodic blog updates.
9. Disclosures
Past performance is not an indication of future performance and there can be no assurance that the strategy will achieve
results in line with those presented in this performance summary. This document is for informational purposes only and is not
intended as an offer or solicitation with respect to the purchase or sale of any security.
Stock-Signal.com returns are not actual, but are back-tested, and are before trading commissions, slippage and advisory
fees., if any.
No representation, warranty, or undertaking, express or implied, is given as to the accuracy or completeness of the information
contained in this material by any person; no reliance may be placed for any purpose on such information; and no liability is
accepted by any person for the accuracy and completeness of any such information.
The Nasdaq Composite Index is a market weighted index of all common stocks listed on the Nasdaq Stock Exchange. The
composite dates back to 1971, which is when the exchange was first formalized.
The S&P 500 is a capitalization weighted index of the 500 leading companies from leading industries of the U.S. economy. It
represents a broad cross-section of the U.S. equity market, including stocks traded on the NYSE, Amex and Nasdaq.
The MSCI EAFE Index is a benchmark of international equity performance. It represents 21 MSCI country indexes, representing
the developed markets outside of North America: Europe, Australasia and the Far East.
The High Yield Index is the Markit iBoxx USD Liquid High Yield Index consists of liquid USD high yield bonds, selected to provide
a balanced representation of the broad USD high yield corporate bond universe.
The DB Commodity Index is the short name for the DBIQ Optimum Yield Diversified Commodity Index Excess Return, a rulesbased index composed of futures contracts on 14 of the most heavily-traded and important physical commodities in the world.
10. Disclosures (Continued)
The London Gold Index is the short name for the London Gold Market Fixing Index; An index that tracks the London international
Over-the-Counter (OTC) market for gold and silver, with a client base that includes the majority of the central banks that hold gold,
plus producers, refiners, fabricators and other traders throughout the world.
The U.S. Dollar Index tracks the Deutsche Bank Long US Dollar Futures index. The index is comprised solely of long futures
contracts. The futures contract is designed to replicate the performance of being long the US Dollar against the Euro, Japanese
Yen, British Pound, Canadian Dollar, Swedish Krona and Swiss Franc.
The New Edge CTA Trend Following Index is designed to track the largest trend following CTAs and be representative of the
trend followers in the managed futures space. The index is comprised of the 10 largest managers in terms of assets under
management, equally weighted, rebalanced and reconstituted annually. These managers must be open to new investment and
report daily returns.
The Equal Wgt. Stock-Signal Strategy is a equal weight portfolio of the S&P 500, NASDAQ, High Yield and EAFE Index Signals.
This portfolio is proforma based on back-tested returns and is before trade commissions, slippage and advisory fees, if any.