Investing Research Articles

…it may be that trading frictions materially degrade the outcomes presented for these two investing strategies. It would be difficult for most individual investors to establish economical positions (very large with respect to transaction fees) for so many stocks.

…evidence suggests that past six-month fund return is a stronger indicator of mutual fund momentum than either nearness of fund net asset value to its one-year high or a more abstract sensitivity of fund returns to stock return momentum.

…investors should adopt a stance of considerable skepticism about stock-picking research.

Independent collection and analysis of this data is not presently practical for CXOadvisory.com.

There is not enough information to tell whether the claims about investment results…represent a reasonable expectation for a subscriber.

Proprietary information is not subject to “fair use” for review as is publicly available but copyrighted information.

…evidence from simple tests does not support a belief that adding a downside risk factor materially enhances the performance of a momentum-driven tactical asset class allocation strategy.

…evidence from mutual funds suggests that momentum (contrarian) investors/traders can enhance returns by focusing on stocks with high (low) beta.

CXOadvisory.com generally focuses on U.S. equities for this kind of analysis.

…we are putting Jon Markman on a watch list but not establishing a formal review at this time.