Creating long short portfolios

  • How To Use Monte Carlo With The Piotroski Score

    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.  

    Read More…

  • How to create a good strategy

    How to create a good strategy

    This how-to shows how to create a strategy in Equities Lab, and how to do some basic analysis of it. For humor value, we take the point of view of a children’s book character, named Amelia Bedelia, who has no common sense. We have all felt this way sometimes.

    Create A Screener

    A quantitative mutual fund is a screener.  

    Read More…

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

    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.…

    Read More…

  • Importing Assignments – University Series

    Importing Assignments – University Series

    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 follow your syllabus.

    Read More…

  • Creating your first class and homework – University Series

    Creating your first class and homework – University Series

    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 these steps:

    1. Navigate to Account Settings

    2. Click on “Create Course”

    3. Name your course following the rules

    4. Click on “Create new homework”

    5.

    Read More…

  • Investment Green Flags – High Cash Flow Score

    Investment Green Flags – High Cash Flow Score

    Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

    Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

    Read More…

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

How To Use Monte Carlo With The Piotroski Score

  • How to create a good strategy

    How to create a good strategy

    This how-to shows how to create a strategy in Equities Lab, and how to do some basic analysis of it. For humor value, we take the point of view of a children’s book character, named Amelia Bedelia, who has no common sense. We have all felt this way sometimes.

    Create A Screener

    A quantitative mutual fund is a screener.  

    Read More…

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

    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.…

    Read More…

  • Importing Assignments – University Series

    Importing Assignments – University Series

    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 follow your syllabus.

    Read More…

  • Creating your first class and homework – University Series

    Creating your first class and homework – University Series

    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 these steps:

    1. Navigate to Account Settings

    2. Click on “Create Course”

    3. Name your course following the rules

    4. Click on “Create new homework”

    5.

    Read More…

  • Investment Green Flags – High Cash Flow Score

    Investment Green Flags – High Cash Flow Score

    Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

    Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

    Read More…

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

How to create a good strategy

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

    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.…

    Read More…

  • Importing Assignments – University Series

    Importing Assignments – University Series

    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 follow your syllabus.

    Read More…

  • Creating your first class and homework – University Series

    Creating your first class and homework – University Series

    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 these steps:

    1. Navigate to Account Settings

    2. Click on “Create Course”

    3. Name your course following the rules

    4. Click on “Create new homework”

    5.

    Read More…

  • Investment Green Flags – High Cash Flow Score

    Investment Green Flags – High Cash Flow Score

    Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

    Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

    Read More…

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

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

  • Importing Assignments – University Series

    Importing Assignments – University Series

    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 follow your syllabus.

    Read More…

  • Creating your first class and homework – University Series

    Creating your first class and homework – University Series

    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 these steps:

    1. Navigate to Account Settings

    2. Click on “Create Course”

    3. Name your course following the rules

    4. Click on “Create new homework”

    5.

    Read More…

  • Investment Green Flags – High Cash Flow Score

    Investment Green Flags – High Cash Flow Score

    Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

    Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

    Read More…

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

Importing Assignments – University Series

  • Creating your first class and homework – University Series

    Creating your first class and homework – University Series

    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 these steps:

    1. Navigate to Account Settings

    2. Click on “Create Course”

    3. Name your course following the rules

    4. Click on “Create new homework”

    5.

    Read More…

  • Investment Green Flags – High Cash Flow Score

    Investment Green Flags – High Cash Flow Score

    Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

    Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

    Read More…

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

Creating your first class and homework – University Series

  • Investment Green Flags – High Cash Flow Score

    Investment Green Flags – High Cash Flow Score

    Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

    Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

    Read More…

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

Investment Green Flags – High Cash Flow Score

  • Ohlson O-Score

    Ohlson O-Score

    If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

    Read More…

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

Ohlson O-Score

  • Industry Rotation – Something you might stay away from

    Industry Rotation – Something you might stay away from

    I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

    Read More…

  • Stocks That Have Always Gone Down

    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. …

    Read More…

Industry Rotation – Something you might stay away from

  • Stocks That Have Always Gone Down

    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. …

    Read More…

Stocks That Have Always Gone Down

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