investing

FT Cloud / January 4, 2022

Creating Leveraged Investment Portfolios

Leveraging Investment Portfolios Summary In this post, we'll model a 1x leveraged investment portfolio of JNK - SPDR Blmbg Barclays High Yield Bond ETF. …

FT Cloud / April 24, 2018

What’s in the FastTrack Stocks Database?

We’ve posted in the past about the decreasing number of investible stocks in the US (https://investorsfasttrack.com/is-passive-active/). Per the post, there’s …

FT Cloud / March 26, 2018

Smart Beta and High Yield

We’re highlighting smart beta and actively managed ETFs again this week. While still a small portion of the overall market (see the attached article), increased …

FT Cloud / March 19, 2018

How to Choose an Benchmark – Market Indexes

We get lots of questions about indexes, specifically what are the appropriate indexes to use on the spreadsheet benchmark field. The short answer is… for US …

FT Cloud / February 27, 2018

Data Quality – Screening Funds and ETFs

Here’s a great illustration of why you need dividend adjustments when analyzing funds and ETFs. QLENX (a lower risk AQR managed long short fund) has been …

FT Cloud / February 20, 2018

Charting Bitcoin with FastTrack

Bitcoin is back on the front page, breaking above above the $10k mark again last week. While its a speculative asset class and typically not something a …

FT Cloud / February 12, 2018

How are low volatility ETFs holding up?

How are low volatility ETFs holding up? Over the past 5+ years, a variety of low volatility equity ETFs have launched with rapid growth. In light of the …

FT Cloud / September 30, 2015

Sieve Practical Example

In this post, I'll walk through a typical use case of a fund sieve. Investors Question: "I have a Fidelity retirement account. Where do I start?" For this …

FT Cloud / June 26, 2014

Translating GDP Declines into Investment Advice

All over the web we see economic indicators reaching new highs and lows, but investors often confuse economic information with investment information. There is …