Jump to content

ModestInvestor

Community Member
  • Posts

    28
  • Joined

  • Last visited

  • Days Won

    2

ModestInvestor last won the day on November 24 2023

ModestInvestor had the most liked content!

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

ModestInvestor's Achievements

Occasional Contributor

Occasional Contributor (2/10)

7

Reputation

  1. Thought I'd share this post and wondered if others had any thoughts? Or a similar simple strategy of buying out of favour funds/trusts? I've been using a refined strategy of buying funds/trusts which are out of favour with some safety restrictions on leverage and markets for several years and it has outperformed general markets on average 👍 https://moneysandi.com/buy-worst-funds-investment-strategy-test/
  2. The New Year Gold Rush! Can it be that gold has seasonal trends? Will there be a New Year gold rush? I looked at some figures I had from 2006 to 2016, calculated the average price and then plotted this on a graph. In fact in the period from 1st January until the end of February the average price increase was 5.75% and occurred in 9 out of 11 years. I set out to further research and refine this trade: The New Year Gold Rush (moneysandi.com) $GOLD #gold
  3. Thanks. A really interesting video and some interesting statistics and analysis. I haven't the time to go back and analyse whether a strong November increases the chance of there not being a Santa rally, although one of the slides highlights that the negative Santa Rally years were tied with poor November returns for the market such as 2000, 2008 etc which seems a contradiction. Would I short and back against it happening? When it occurs in over 80% of years... absolutely not. The Santa Rally – Christmas Growth in the Stock Market. (moneysandi.com)
  4. The Santa Rally – Christmas Growth in the Stock Market. You may well of heard of the ‘Santa Rally’. It’s a commonly discussed stock market theory. It is the basic concept that the stock markets, particularly the major indices, show positive returns on the run up to Christmas and the New year. Myth or legend? We look at the stats. As you can see from the below table the FTSE100 rose in price in 12 of the 15 years. That’s 80% of the time. The average difference was 1.95% https://moneysandi.com/the-santa-rally-christmas-growth-in-the-stock-market/ Anyone had any experience of trading this? #trading #money #trader #investing #investment #crypto #stockmarket #stocks #business #invest #entrepreneur #finance #investor #daytrader #daytrading #trade #wallstreet #wealth #santarally #finance
  5. Thanks, that's really interesting. I'll keep an eye out for such opportunites. Thanks, that's really interesting, I'll keep an eye out for this. I wonder at what point you'd sell out and take profits?.
  6. On a recent podcast I heard about how Renaissance Technologies a top hedge fund founded by Jim Simons started with a simple formula. The idea was basically that if a stock traded up one day then it was more likely to trade up the next day. The opposite also should be true, if the close is lower than the open on one day, the next day is more likely to close lower. (Perhaps there’s a better name for this strategy like ‘Buy the Green Days’, but it doesn’t seem to be talked about much. It has similarities to buying the first green day pattern, but it’s not identical). I thought, this sounds way too simple, but could there possibly be something in this? I decided to do a very quick check with data on the S&P 500 , FTSE 100 and Apple. https://moneysandi.com/daily-up-up-or-down-down-trading-strategy/ After this tiny bit of research, I decided to not look into this further, even if you are leveraged the percentages are way too small to make a valid trading strategy. Perhaps it worked in the past or perhaps it works when coupled with other indicators, but on it’s own this is probably a waste of time. I'd love to hear if anyone has any other theories that work? or even don't work?
  7. Good luck, I'd love to hear what you find. My small piece of research showed that it's often not a good strategy to follow momentum, however some people do profit from greater fool theory. I believe, have found and have read of mean reversion opportunities that are sensible and profitable. I have personally found mean reversion in funds/trusts to be more profitable than momentum investing.
  8. 🚀 Does Momentum Investing Work on Funds? Momentum investing is simply a strategy whereby you buy investments such as stocks that have performed well and sell the investments which have performed poorly. The idea behind it is that you catch trends when they are rising and are out when they are falling. 📈 There are many ways of deciding when to enter the trend such as technical indicators including moving averages. In this test we are looking simply at reviewing the best performers on an annual basis in the hope that they will continue this in the next year. moneysandi.com/does-momentum-investing-work-on-funds/ Figures are a few years old, but still relevant. Let me know your thoughts.
  9. Turn Of The Month Trading Strategy (2023 Update) The TOM Strategy is a well-documented strategy for trading indices such as the S&P 500 & FTSE 100. The idea is simply that the markets make greater than average positive moves from the last part of the month to the early part of the next month. A common rule is go long at the close on the 5th last trading day (T-4) & sell at the close of the 3rd (T+3). Many tests have been done over the years and it has be shown to give a positive return, often more favourable than a buy and hold strategy. See our full write up and analysis. Including our test on 2022 data, https://moneysandi.com/turn-of-the-month-trading-strategy-2023-update/ Has anyone tried it? Let me know how you got on if so.
  10. The Magic Formula stocks should outperform the general stock market. What is it? Does it still work today? Our free review & analysis. Let me know your thoughts. Have you tried it? Can you trade it well using IG ? Beating The Market With The Magic Formula Investing Strategy (moneysandi.com) If you have other strategies for investing trading, I'd love to hear them.
  11. Hi all, Does anyone know where I can run a (Free) stock screen or get a stock list with intrinsic value (DCF fair value or similar)? I'd like to pull data then start analysing the ones by the largest % difference of intrinsic value to current market price. I can see Guru Focus does this but don't want to pay for this ideally. thanks
  12. What is everyone's favourite stock screener for investing in US stocks? We have highlighted 4 of the best free stock screeners for Investing in US Stocks and indeed global stocks. The best will probably come down to personal preference. 📖 Full blog post: https://moneysandi.com/best-free-stock-screeners-for-investing-in-us-stocks/
  13. We did a quick valuation using metrics such as P/E, PEG, P/S and PFCF ratios all showed that it is, but is this fair? ARK invest say it’ll hit $3,000 per share by 2025 Is an $800 Billion Tesla stock valuation too high? (A quick valuation) 📖 Full blog post: https://moneysandi.com/800-billion-tesla-stock-valuation-too-high/ #investing #Tesla #TSLA #Teslastock #Elonmusk
  14. Bit late for 2019, but to answer the above questions I wrote an article: Santa Rally – Christmas Growth in the Stock Market
×
×
  • Create New...
us