February 2, 2017

Protecting Your Portfolio in a Possible Recession

Recession Protection

As people become more jumpy when it comes to the market, I decided to take it upon myself to build a screen that we could use in order to protect ourselves in the event that we do enter another recessionary period. Now, I want it to be known that I don’t necessarily believe that another recession is imminent; rather, I just like being prepared for any situation.…

January 26, 2017

Which Stocks you Should Stay Away From

Figuring out Which Stocks to Stay Away From

With the recent integration with TradeKing finished, it’s time to actually use our free Equities Lab membership to actually analyze our holdings.

As you can see, here are my holdings as of writing this article. Now, a lot of these positions were taken on (randomly!) during our testing phase where we were more worried about the actual functionality of the software than how well our positions were going to perform.…

January 14, 2017

Death Crosses will Kill your Portfolio

Listening to Death Crosses Could be the Death of your Portfolio

This week I decided to go through the process of looking over our old articles, and seeing if there were any that we might be able to improve with some of the new features that have been added to the program since their original publication.…

January 8, 2017

Investable Stocks

The Stocks you pay for

The other day I wrote an article discussing my distaste for penny stocks and for how they are marketed as “the next big thing”, ruining thousands of people’s financial lives. Well, if you can’t invest in penny stocks, what can you invest in? How about we invest in stocks that, at an extremely basic level, are actually worth something?…

January 3, 2017

Penny Stocks are Horrid

Why Penny Stocks are never a Good Idea

When I was younger and first started learning about the stock market I was a bright eyed 13 year old that would have believed anything you would have told me, because, of course, adults knew everything at the time. That being said, now that I am an adult, I don’t think I’m any smarter.…

December 23, 2016

How do delisted stocks affect your portfolio?

How often are stocks delisted?

People never really expect their investment to become delisted on the exchange. However, it happens a lot more often than you think. But how often is often?

Here is a general idea of all of the companies that have become delisted over the past twenty years.…

December 23, 2016

“Cut the Cord Movement” Affecting Cable Companies?

Is the Cut the Cord Movement affecting big Cable Companies?

The Cut the Cord movement has come about with the advent of the internet. As people are finding new means of entertainment, and new mediums to get the entertainment they received through cable, they have begun to cancel their expensive cable subscriptions.…

November 1, 2016

Sharpe Ratio Explanation

The Sharpe Ratio

Personally, a company’s or fund’s Sharpe ratio is incredibly telling of their overall performance – especially when you have a benchmark to compare it to. In one of our more recent releases we added this ratio as a standard piece of information that is given back to you in the backtest report.…

October 21, 2016

Find New Stocks for Your Portfolio

Finding New Stocks for Your Portfolio

Continuing with the theme of the real life applications of the Equities Lab Software, it’s time to talk about finding new positions to add to your portfolio. Especially now that we’ve cleared up our current positions – opening up some buying power.

Well, how are we going to find new investments?…

October 17, 2016

Ally Invest Purchased Equities Lab Basic for All Members

Ally Invest Group has Just Purchased Equities Lab Basic Accounts for all of their Members

We are excited to announce that over the past few months we have been working hard on integrating the Ally Invest Group API into our system. Now that we have completed that task, you can easily go into Equities Lab and use our software for all of your investing needs – from analyzing potential positions to executing trades.…