November 9, 2017

Run Backtests in the Background with Recent Backtests

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” section.…

July 8, 2017
 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

Stocks That Have Always Gone Down

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. …

June 22, 2017
Survivorship Bias – How does it work?

Survivorship Bias – How does it work?

I was recently lurking around an online investment forum when the following post came up –

I recently ran an experiment where I generated random 7 to 50-stock portfolios from the 500 largest U.S. traded companies and measured their performance over the past 10 years. All of the randomly selected portfolios outperformed the S&P500 and BRK.B

June 17, 2017
Monte Carlo Simulation – Advanced Investing

Monte Carlo Simulation – Advanced Investing

Monte Carlo Simulation

As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation. In a broad stroke definition – a Monte Carlo simulation allows for people to make informed quantitative decisions based on a range of possible outcomes.…

June 5, 2017
Insider Ownership

Insider Ownership

High insider ownership is something commonly associated with value investors. The idea behind it is rather simple. If the management owns a large portion of the company, then they are incentivized to perform well – benefiting not only themselves but the shareholders as well.  The other side of that coin is that owners may not listen to the advice of people within the company, using their position as majority shareholder to push for things the company wouldn’t do otherwise.…

May 12, 2017
Relative Strength Indicator (RSI)

Relative Strength Indicator (RSI)

I’m not a big technical trader. That being said, a lot of people in the information age are, and because of that we have been sure to include a number of technical indicators within the Equities Lab system. One such indicator, the relative strength index(RSI), is extremely common among technical analysts, and I think it is time to put the RSI indicator to the test.…

April 5, 2017
Explaining Quantitative Investing

Explaining Quantitative Investing

What exactly is Quantitative investing?

Investing is an extremely difficult endeavor regardless of your goals. It takes both intelligence and strong will in order to do it successfully. With the invention of the computer and the more widespread use of data science, people eventually realized that you could take out much of the human error when it comes to investing in favor of complex investment algorithms that trade based solely on math.…

February 25, 2017

Backtest Rebalancing

What is rebalancing?

When you first start screening and backtesting for companies you are going to be presented with a number of different variables that need to be decided. One such variable is the rebalance period. Think of a rebalance as the following.

– When a portfolio is rebalanced it is assumed that all positions within that portfolio are sold, and all companies that are returned by the screener are purchased at the same weight at the same time.…

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 scraping 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.…

June 28, 2016

Supposedly Boring Dividend Screener – New Featured Screen

Supposedly Boring Dividend Screener

The goal of this screener is to find low volatility companies that are paying exceptionally high dividends, and are able to afford paying these dividends to their shareholders.
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  • The company must give dividends
  • The company must have been able to afford every dividend they’ve given.
  • The dollar amount of the dividend must have increased by at least 5% over the past year
  • The dividend yield must be ranked in the top 80% of yields within each SIC sector
  • The market cap of the company must be over $2 billion
  • The company must have had fewer 10% changes within the last three months than 50% of the market with a market cap over $2 billion.