This audio lesson discusses market internals and why combined with valuations and economic trends they are a powerful tool for managing portfolio risk. Items covered include: What are the behavioral aspects of valuations and market internals. What is trend, momentum, and sentiment. What are absolute and relative trends. How trend is measured. How momentum differs from trend and how is it measured How sentiment is measured. The episode length is 12 minutes. … [Read more...]
MNY053 Plus: More On Bitcoin and Trend Following
In this week's Money For the Rest of Us Plus episode, I discuss How I invested in bitcoin. How bitcoin fits into the common definition of money. The psychology for why trend following works. Why I try to use quantitative criteria to make investment decisions instead of emotion. The episode length is 16 minutes. … [Read more...]
A Trend Following Strategy That Outperforms
This audio lesson shares an example of a trend following strategy that outperformed the stock market, as measured by the S&P 500 Index, over the long-term. Topics covered include: What is trend. A simple method of measuring trend. An example of a three asset class portfolio using trend as a timing tool. How this trend following example outperformed the S&P 500 Index by 2% annualized with less volatility. The episode length is 6 minutes. … [Read more...]
