Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for May 2024 (Final)
Cash TLT LQD SPY

Momentum Investing Strategy (Strategy Overview)

Allocations for May 2024 (Final)
1st ETF 2nd ETF 3rd ETF
Filter Research

Investing Research Articles

3508 Research Articles

Could You Grade the Peter Dag Portfolio?

There is not enough information at the Peter Dag Portfolio to evaluate meaningfully the forecasting or investment record of its editor, George Dagnino.

TimingCube Market Timing Advisory Service

…evidence from simple tests indicates that the TimingCube market timing advisory service may outperform a buy-and-hold strategy over periods that include bear market conditions, but that nimble use of 200-day simple moving average crossover signals may do as well or better than TimingCube signals.

Could You Review MarketTrak?

there is not enough information available to assess the value of the MarketTrak service with reasonable confidence. Data snooping bias is a principal concern.

Do TIPS Work?

Are Treasury Inflation Protected Securities (TIPS), for which the Treasury adjusts the principal based on the Consumer Price Index for all urban consumers (CPI-U), effective as an inflation hedge? In their September 2009 paper entitled “A TIPS Scorecard: Are TIPS Accomplishing What They Were Supposed to Accomplish? Can They Be Improved?”, Michelle Barnes, Zvi Bodie,… Keep Reading

StocksandBulls.com Trading Advisory Service

…the StocksandBulls.com trading advisory service may offer an edge to traders with reasonably large accounts. However, a recent large increase in the number of recommended positions, a tendency to hold losers longer than winners and anonymity of the offeror are cautions.

Gold as Hedge and Safe Haven

…gold is generally a hedge and safe haven for stocks in developed markets, but not in emerging markets.

A Few Notes on Trading from Your Gut

…active traders may find value in Trading from Your Gut as a means to benchmark their trading thought processes against those of an experienced and introspective peer.

Anomalies for Building Very Short-term Trades?

The most relevant research at CXOadvisory.com is…

ATM or OTM Index Puts for Portfolio Hedging?

The most relevant research at CXOadvisory.com is…

John Bogle Updates His Beliefs

In his 2009 book Common Sense on Mutual Funds: Fully Updated 10th Anniversary Edition, author John Bogle has “not altered a single word of the original edition, but [has] chosen instead to update its voluminous data, and to comment on significant developments that have occurred since then…”, [trying his] “best to be candid in describing… Keep Reading