Category Archive for "Market Strategy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Long Short Investment Strategy – What It Is, How It Works, And Why You Should Care

  A long short investment strategy may provide investors the key to a successful portfolio in secular bear markets (such as the current market and 1966-1982). The History of Long Short Strategies The long short strategy dates back to 1948 when Alfred Jones, a Harvard graduate and former U.S. diplomat, also known as the “Father of the Hedge Fund”, ...

Dogs of the Dow Revisited

  Back in the 90's, the "Dogs of the Dow" emerged as a popular strategy for investors who were looking for a way to invest in high quality stocks that were out of favor. (image via Flickr/Soggydan) The concept behind the Dogs of the Dow theory is that each year an investor would purchase the 10 stocks ...

September – The Best Month To Invest In Gold (Plus An Overview Of The ARTAIS Seasonal Strategy)

Historically September is the strongest month for gold. Let's look at the performance numbers and how the ARTAIS seasonal strategy takes advantage of this trend. (Flickr/shine_blitz_on) Gold Prices In September: Gold prices have started to rise again. This is no surprise as September is historically the strongest month for gold, in terms of price performance. Since 1980 gold ...

ARTAIS Model Update

The ARTAIS Fund investment strategy is a blend of three investment models. By using a multi-model approach, the Fund is able to focus on an absolute return strategy. In addition to historical data and current events, there are three investment models that strongly influence our strategy: Currently ARTAIS is invested like this: Historical Market Volatility – As markets become ...

US Equities – What’s Next?

Short term traders are getting a bit whipsawed this week. First there was a break out above the multi-month downtrend line. This was then followed by a breakdown in the upward trend line. So what should traders be looking at? In times like this, I like to remember the "3 day away rule" that is mentioned ...