12% Solution Investing Summary

Rules-Based Strategy Summary: 12% Solution Investing The 12% Solution investing strategy is a rules-based investment system that automates decision making, reduces risk and volatility, and produces a claimed 12% average annual return.  I found this book when searching for other books like Dual Momentum, which uses a momentum strategy to rotate in and out of…

By Jeremy July 16, 2018 10

Creating Guppy Charts in TC2000

Investing Tools: Guppy Charts in TC2000 Guppy Charts – or Guppy multiple moving averages – is a charting method developed by Daryl Guppy.  As a technical analyst, Guppy found an interesting way to show both the long-term and the short-term trends on one chart.  I have been using Guppy Charts in TC2000 for a number…

By Jeremy July 15, 2018 0

Update: Global Value Investing

In a previous post I laid out the summary of the Global Value Investing Strategy.  The post can be found here.  On Robotic Investing I am setting up a number of sample portfolios to assess over time (in real time), the performance of these rules-based strategies. Performance Overview and Changes Since this is the kick-off…

By Jeremy July 14, 2018 0

Global Value Investing Summary

Rules-Based Strategy Summary: Global Value Investing Global value investing is a strategy that involves buying index funds that track the cheapest global stock markets in the world.  Adapted from Meb Faber’s book, “Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns in the Stock Market“, this strategy builds a portfolio of…

By Jeremy July 12, 2018 0

U.S. Sector Rotation Summary

Rules-Based Strategy Summary: U.S. Sector Rotation The U.S. Sector Rotation strategy buys the top three performing U.S. sectors based on the prior 3-month performance. In other words, the investor simply calculates the sector ETF with the best 3-month returns (momentum), and then buys those three funds in equal weighting at the beginning of each month.…

By Jeremy July 10, 2018 0