Research notes
Practical explanations of quantitative investing methods, assumptions, and evidence.
When it comes to investing, every investor has their own personal tastes and preferences. Investors approaching retirement tend to be more conservative and prefer strategies with lower risks while young working adults usually have a higher…
PyInvesting will be collaborating with StocksCafe to help you go live with your investment strategy and track its performance. Check out StocksCafe academy to find out how it works!
What is Backtesting? Backtesting is the process of simulating an investment strategy using historical prices to test how well the strategy would have done in the past. Running a simulation over a large number of stocks over the past dec…
We are thankful for the following websites that have helped to spread the word about PyInvesting as a backtesting software for stock market investors. SG Stock Market Investor https://sgstockmarketinvestor.com/pyinvesting-quantitative-inve…
Most long term investors rely on fundamental data to decide which stocks they should include in their portfolios. Fundamental data can be obtained from financial statements such as the company’s balance sheet, income statement and cash flo…
One of the key factors most investors look out for when purchasing stocks is how much dividend the stock pays. A dividend is a reward that the company pays to its investors which usually stems from its net profit. When a company pays hi…
When it comes to investing, everyone loves to talk about glamorous stocks such as the FAANG stocks (Facebook, Apple, Amazon, Netflix, Google). These are the stocks that get a lot of attention from investors and make good conversation topic…
Warren Buffet, the 3rd richest person in the world with a net wealth of 86.3 billion, made his fortunes through value investing. Can we replicate his strategy to get similar results? I ran a historical simulation of a value investing strat…
The turtle strategy was used by one of the most successful trend followers in history, Richard Dennis, who borrowed $1,600 and reportedly made $200 million in about ten years. The strategy states that when the price of instruments hits a 3…
Thanks to Trump's indomitable will, the markets have been thrown into chaos for the past year with no breakthrough in sight. How can a fundamental investor navigate the waters and position ourselves to make money? In the next few weeks, I …