April 10, 2017

Funds Vs. Investing Yourself

Every investor has their own preferred investment. Two of the most popular choices are investing in funds such as ETF’s, Mutual Funds, or Hedge Funds, and self-investing using a strategy that you’ve either built yourself or adopted from a well-known investor. It’s finally time to figure out which choice has more potential.…

March 10, 2017

Be Careful What you Short

 

When I’m going through a testing process to check for a new update, my go to screen is “Close > 444”. This seems all fine and well, and will return companies that have a close greater than 444, but, believe it or not, this usage of “close” is incorrect.

Within the Equities Lab system, there are two types of close – Close, and RawClose.

February 25, 2017

About Rebalance Periods

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.…

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 21, 2016

Don’t be Fooled by Margin

Is margin inherently bad? This is a question I’m often asked by people who are just starting off the in the markets and have just been offered margin by their brokerage firm. I, like always, answer the question with “it depends” a vague answer that really nobody wants to hear; but, like most things, it really does depend on the person.…

June 25, 2015

Press release — We’ve integrated with Tradier!

We've launched on the Tradier platform! Trade automatically with Tradier using Equities Lab.
June 8, 2015

How to Screen for Covered Calls

What is a Covered Call?

A covered call is an options strategy where the investor holds a long position and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move in either the positive or negative direction in the short term. …