Browsing All Posts filed under »stock pick«

Securities That May Survive Upcoming Interest Rate Jolts

July 25, 2013 by

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We saw in May and June 2013 that a hint of change in monetary policy can lead to a simultaneous drop in stocks and bonds. What could we add to a portfolio to protect against that risk? keywords: asset allocation, risk parity, diversified portfolio

Are We In a New Market Regime? Why Diversified Funds Lost Value in May-June 2013

July 24, 2013 by

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You may have recently received a quarterly statement from your wealth manager or 401K provider and discovered that your low risk portfolio lost value. Many well managed funds experienced a similar dip. This dip was “special” and it may signal a transition to a new market regime. I’ll explain the drop, why it was special, […]

Watch Out for Thinly Traded Stocks in Quant Strategies

July 19, 2013 by

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Many people assume that all members of the Russell 3000 are “safe”.

StumpGrinder: Moving to Cash

June 21, 2013 by

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StumpGrinder’s performance similar to other allocation funds.

StumpGrinder: Early June 2013 Update

June 6, 2013 by

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StumpGrinder had a tough May, but recovering in early June.

StumpGrinder: Performance

May 1, 2013 by

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Originally posted on the augmented trader:
This article documents the performance of an actively managed portfolio, StumpGrinder. The portfolio is traded with real money in a brokerage account. The article is updated about weekly, but at least monthly. Related Articles StumpGrinder: An Open Source Actively Managed Portfolio of ETFs introductory overview. StumpGrinder: An ETF Arsenal where we discuss…

StumpGrinder: Performance

April 11, 2013 by

9

This article documents the performance of an actively managed portfolio, StumpGrinder. The portfolio is traded with real money in a brokerage account. The article is updated about weekly, but at least monthly.