Weekly Market Internals

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

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 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

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 3

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

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

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