October 16, 2018
CAPM Explained

CAPM – Capital Asset Pricing Model

CAPM – Capital Asset Pricing Model

The CAPM is a staple of most every finance course that focuses on the valuation of equity investments. And though it may be a very good way to begin the process of teaching students how to effectively analyze securities there are a lot of assumptions that make it very difficult to use in a real world setting.…

September 19, 2018
Apple just released a new phone, should I buy into their stock now since there will be an influx of sales? The gut reaction I, and many other people within the industry have, is that the future sales are already baked into the share price. That said, this is a very testable idea, so let's actually put it to the test. Apple just released a new phone, should I buy into their stock now since there will be an influx of sales? The gut reaction I, and many other people within the industry have, is that the future sales are already baked into the share price. That said, this is a very testable idea, so let's actually put it to the test.

What happens to AAPL when they release a new iPhone?

Whenever I’m speaking to people about AAPL they tend to ask the same question. Apple just released a new phone, should I buy into their stock now since there will be an influx of sales? The gut reaction I, and many other people within the industry have, is that the future sales are already baked into the share price.…

August 15, 2018
This article pits Equities Lab and Gurufocus against each other, to determine which one deserves the individual investor's loyalty. This is simple, once the criteria for a "good" backtesting tool is specified.

Equities Lab vs. Gurufocus: Which Backtest Software

 

This article pits Equities Lab and Gurufocus against each other, to determine which one deserves the individual investor’s loyalty. This is simple, once the criteria for a “good” backtesting tool is specified.

 

Investopedia.com states that backtesting is “the process of testing a trading strategy on relevant historical data to ensure its viability before the trader risk any actual capital.…

June 20, 2018
Why Death Crosses Don't Work

Death Crosses Don’t Work

OK, what is a death cross, and what do I mean by “it doesn’t work”? A death cross is a (very) vivid name for a short term moving average slipping below a longer term moving average.  Technical analysts love to sell when they see death crosses, and buy when they see golden crosses.…

June 6, 2018
Short-term reversal

F-Score and Equity Short-Term Reversals

Quantpedia Strategies

As I was recently looking around at other quantitative firms, I happened across Quantpedia. In the past we’ve spoken to Quantpedia and are actually featured on their website. However, this time around I was taking a look in their screener section and came across the “F-score and Equity short-term reversals”.…

May 18, 2018
With the recent price increase in the services provided by Portfolio123, it has come to light that many users of their service may be looking for alternatives. We've been getting a number of calls these past couple of days from disgruntled users, and we have decided to write out the comparisons between Portfolio123 and Equities Lab here.

Portfolio123 Alternative: Equities Lab Backtester

Portfolio123 has increased their prices, is it time to change?

With the recent price increase in the services provided by Portfolio123, it has come to light that many users of their service may be looking for alternatives. We’ve been getting a number of calls these past couple of days from disgruntled users, and we have decided to write out the comparisons between Portfolio123 and Equities Lab here.…

April 24, 2018
To figure out which of these methods fit our investing needs, we first need to understand exactly what they are

Active vs. Passive Investing

What is Active and Passive Investing?

To figure out which of these methods fit our investing needs, we first need to understand exactly what they are. Passive investing is assuming that the general market is efficient and that picking your own companies is pointless. Investments typically come in the form of index funds. …

March 26, 2018
Using Monte Carlo with Piotroski

How To Use Monte Carlo With The Piotroski Score

Henry Crutcher

How to analyze a factor without ranking in Equities Lab

Create a screen

Everything starts with creating a screen.  So, onward!

Name your screen

Screeners with names can be found later.  If you want to put your screens into categories, simply put MyCoolCategory: at the front.

Limit your stocks

You can type “Market Cap > 500m” here.  

February 13, 2018
 When investing, for every fairy tale stock like an Amazon(AMZN) or Nvidia(NVDA), there’s an equally disastrous stock like MoSys(MOSY) or Gevo (GEVO). To avoid getting into stocks like these, it’s important to look at their failures and analyze them to avoid getting into the next potential train wreck of a stock

There’s been a Market Correction, Should you be Worried?

Should you be Scared of the Dow’s 1700 point drop?

On the fifth of February 2018 the Dow Jones Industrial Average saw its largest single day drop in history. This drop coming off a market sell-off at the end of January has caused many investors to call for the start of a bear market.…

January 29, 2018
Society is progressively becoming closer with AI, as it is used in things we interact with every day where we may not even realize it.

Artificial Intelligence: Industries Facing Impact

Artificial intelligence was once only seen in Hollywood Sci-Fi films, but that narrative is quickly changing. Society is progressively becoming closer with AI, as it is used in things we interact with every day where we may not even realize it. Whether it’s with your Amazon Alexa, Siri, or even Google Maps on your commute which uses anonymized location data from smartphones, AI has an increasing presence to make simple tasks much easier.…