Creating Long Short Portfolios in Equities Lab Shorting stocks is hard to do profitably. Very hard. That said, adding a short component to portfolios can reduce drawdown. Long/Short portfolios are also useful to see if factors are important for good investment performance. Using the islongshort macro To model a long/short

These screenshots will start embarrassingly simple, and get more elaborate.  So stay tuned…First, lets find large companies! Now, within that set of companies we want to find companies with decent valuation: That’s nice, but we have some companies with really tiny PE values: Let’s filter them out (using add term on

How to Use a Watchlist Henry Crutcher A brief intro to get more out of watchlists, which help you manage your holdings. Visit a watchlist Your Holdings view is a collection of all your watchlists, gathered under title bars for each one. Here we show just one (FCA Dividends). The

Sometimes it’s better to not reinvent the wheel. A number of our existing professors have allowed a few of their class homework assignments to be publicly available to other professors. You can import these assignments into your Equities Lab class environment and either use them as-is or change them to

Not all assignments are created equal. Courses get more difficult as time goes on, and as you push your students to not only understand the material but also implement what they’ve learned into real-world simulations, some homeworks may become too complex for the standard user to successfully complete. In order

So you’ve just downloaded Equities Lab and are ready to set up your account for the class you’re teaching next semester. To successfully do this, just follow the below steps: 1. Navigate to Account Settings 2. Click on “Create Course” 3. Name your course following the rules 4. Click on

Highlighting Recent Backtests Even with advanced caching methods and multiple speed upgrades, highly complex screeners still take some time to run over the past 20 years. To combat the wait time – and allow you more freedom to analyze strategies and their underlying companies – we built the “Recent Backtest”

Share Buyback Programs A company purchasing back its shares tends to increase the stock price for a couple of reasons. First, it shows that the firm and its employees are confident in the direction the company is heading. Second, it cuts down on the shares available for investors to purchase,

Sharing a lot of characteristics with the “Ultra Low Market Cap” red flag, looking for companies with a close of less than 2 gives you a number of companies whose market cap ranges from Micro to Small. These companies tend to have extremely poor fundamentals and also have a high

Every time I get on the internet to try and find something new to learn about the markets I’m inundated with advertisements selling classes. These classes all seem to follow the same theme – they teach you how to become “rich” on penny and microcap stocks. Some people even get