Wealthsimple Robo-Advisor Update

Wealthsimple Robo-Advisor: Update to Robo-Advisor Account Opening In a previous post I explained the process of opening up a Wealthsimple account.  Robo-advisors have been a huge force in the fin-tech space, and I wanted to go through the process for two reasons: To diversify my account To gain experience in the rob0-advisor space I am…

By Jeremy August 13, 2018 0

Update: Coffeehouse Portfolio August 2018

Rules-Based Strategy Update: Coffeehouse Portfolio Strategy August 2018 I am not a buy and hold investor myself, but I track a couple of buy and hold portfolios here on Robotic Investor.  One of them is the Harry Browne’s Permanent Portfolio and the other is the Coffeehouse Portfolio. This portfolio is based off of the book,…

By Jeremy August 12, 2018 0

Update: Dual Momentum August 2018

Rules-Based Strategy Update: Dual Momentum Portfolio Different than the Accelerating Dual Momentum strategy I track and personally investing in, the Dual Momentum strategy is still a momentum based system.  Using the previous 12-month as the indicator, Dual Momentum buys the strongest performing ETF, as long as that ETF is performing better than T-Bills. The assets…

By Jeremy August 6, 2018 0

Update: TQQQ Trend Following August 2018

Rules-Based Strategy Update: TQQQ Trend Following August 2018 The TQQQ Trend Following system is a modified buy and hold system that uses a 3x leveraged ETF that tracks the Nasdaq 100 (QQQ).  The Trend Following component means that the system will buy and sell TQQQ based on where QQQ trades in comparison to its moving…

By Jeremy August 4, 2018 0