Portfolio

Investing during market turmoil

Maybe the best thing about quant or automatic investing is the peace of mind it provides during times of market turmoil. While I would by no means characterize the recent market action as ‘turmoil’, many investors seem to think it is. It always amazes me how short term the investor memory is. Has everyone forgotten the corrections of 2010 (16%)…

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Portfolio Re-Balances: Aug 30, 2021

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** Ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based on a $50K or $100K portfolio. ———————————————————————————– ADVANCED: Top Microcap Strategy 20210606 NEW TRANSACTIONS SOLD923 shares of NETE (RULE:…

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Portfolio Re-Balances: May 10, 2021

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** Ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based on a $50K or $100K portfolio. ———————————————————————————– QEDGE: Conservative Formula – top 10 – 20200412 NEW…

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Portfolio Re-Balances: Dec 21, 2020

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** PORTFOLIOS with no new recommendations this month are listed at the bottom of each strategy section.**Also, ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based…

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Portfolio Re-Balances: Sep 28, 2020

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** PORTFOLIOS with no new recommendations this month are listed at the bottom of the page.**Also, ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based on…

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Portfolio Re-Balances: September 2, 2019

Portfolio re-balances are listed below. Portfolios are listed by strategy first and then by chronological order. *** PORTFOLIOS with no new recommendations this month are listed at the bottom of the page. **Also, ignore the number of shares below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the portfolios below are either based…

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