Wealthsimple Robo-Advisor: Hands-Off Rules-Based Investing

Wealthsimple Robo-Advisor: Hands-Off Rules-Based Investing

Wealthsimple Robo-Advisor: Hands-Off Rules-Based Investing As an individual do-it-yourself investor, I have not given much thought to robo-advisors. I believe that I can invest my money in a rules-based systematic manner better and cheaper than a financial advisor service can.  However, I was looking into a robo-advisor called Wealthsimple and came to the realization that…

By Jeremy July 26, 2018 0

How to Market Time like Paul Tudor Jones

How to Market Time like Paul Tudor Jones

How to Market Time like Paul Tudor Jones This post can probably be written entirely based off of Tony Robbin’s interview with legendary hedge fund dude Paul Tudor Jones in the book, Money: Master the Money Game. Here is an excerpt from that book that sums up Paul Tudor Jones’ market timing approach (with some…

By Jeremy July 24, 2018 0

Stocks on the Move Summary

Stocks on the Move Summary

Rules-Based Strategy Summary: Stocks on the Move Stocks on the Move is one of the few stock based strategies I follow on Robotic Investing.  Most of the strategies you can follow along with on the site use ETFs as the asset choice. This strategy is based off the book by Andreas Clenow called, “Stocks on…

By Jeremy July 23, 2018 0

Harry Browne’s Permanent Portfolio Summary

Harry Browne’s Permanent Portfolio Summary

Rules-Based Strategy Summary: Harry Browne Permanent Portfolio Like the Coffeehouse Portfolio, the Harry Browne Permanent Portfolio is a one of the easiest rules-based portfolios to put together. It is based on the lazy portfolio principle where the investor simply selects a diversified portfolio of diversified assets, and holds on to them “forever”.  However, the ultimate…

By Jeremy July 21, 2018 0

TQQQ Trend Following Rules-Based Strategy Summary

TQQQ Trend Following Rules-Based Strategy Summary

TQQQ Trend Following Rules-Based Strategy Investing in a TQQQ trend following rules-based strategy will be very counter-intuitive to a lot of the dividend-based and more conservative investors out there.  It is a high-risk, high-reward strategy that will have very wild swings through the years. So why use such a strategy?  The first reason is my…

By Jeremy July 21, 2018 1

Accelerating Dual Momentum Summary

Accelerating Dual Momentum Summary

Rules-Based Strategy Summary: Accelerating Dual Momentum There are a lot of rules-based investment strategies available on the internet.  Some of them are good, and some of them are downright awful.  While researching the Dual Momentum strategy, I came across one of the good ones.  It is an adaption of Dual Momentum, called  Accelerating Dual Momentum.…

By Jeremy July 19, 2018 0

The Coffeehouse Portfolio Summary

The Coffeehouse Portfolio Summary

Rules-Based Strategy Summary: Coffeehouse Portfolio Most of the portfolios and strategies I cover on Robotic Investing are not buy and hold.  For example, Dual Momentum and the 12% Solution both use momentum to allocate capital.  The Coffeehouse Portfolio does not do that.  In fact, other than annual rebalancing it is strictly a buy and hold…

By Jeremy July 18, 2018 0

Dual Momentum Rules Summary

Dual Momentum Rules Summary

Rules-Based Strategy Summary: Dual Momentum Investing This post is going to run through the Dual Momentum rules and apply them to a hypothetical portfolio.  That portfolio will be tracked here on Robotic Investing. Dual Momentum is the granddaddy of momentum investment systems.  Gary Antonacci’s book, “Dual Momentum Investing: An Innovative Strategy for Higher Returns with…

By Jeremy July 17, 2018 0