Kevin Doyle, CFP®’s Post

In a world overrun with information, we recognize that there is simply no replacement for the depth and clarity that comes from conducting our own research. We understand that true value lies in the details. That's why we invest the time and resources necessary to conduct thorough research across a wide range of sectors and asset classes. In a constantly evolving market landscape, having access to original research can make all the difference. With Shaker Investments, you can trust that your investments are guided by a rigorous research process and a commitment to uncovering value where others may not see it.   #ShakerInvestments #ShakerInvest #FinancialServices #WealthManagement #OriginalResearch #UncoverValue #ResearchProcess 

Introducing the latest research from my team - a deep dive into the power of the Momentum Inflection Factor, a new approach to momentum investing that could redefine your strategies. Investors frequently pursue tactics that leverage current trends, with momentum investing standing out as a popular method. Nevertheless, beneath the promise of profits lies a widely recognized risk—the occurrence of "momentum crashes." For instance, if an individual had invested in the long-short momentum strategy prior to the 2008 global financial crisis, their initial capital might still not have been fully recuperated. In this research, we present the concept of the momentum inflection factor as a means to mitigate the risk of a "momentum crash." The momentum inflection factor examines both the first-order (momentum velocity) and second-order (momentum acceleration or momentum deceleration) alterations in momentum, employing them as a signaling mechanism. Our results show that it can be used as another standalone factor. You can access the full paper here: https://lnkd.in/gq9uWnnH

When you’ve been looking at investment charts your whole life it’s not often you see something new that makes you go WOW!   But that’s what the team at Ritholtz Wealth Management have done with the chart below.   It shows from the starting year in the columns, what the annualised returns are each year until the end of 2023.   My key takeaways are: 1. Its easy to see why people often assume 10% pa for the S&P500 in the long term (that’s around what its done for the long term periods on the diagonal) 2. The range of returns in each row get narrower as the investment horizon grows (stocks are less risky in the long term) 3. There is no >10 year horizons with negative returns (time in the market wins over timing the market) 4. It took much longer to recover from the 2000-2002 Dot com bust than the 2008 GFC (11 years versus 5 years)   What else do you see in this fantastic chart? If you would like to sign up to the Ophir monthly Letter to Investors for our view on markets and what stocks we are buying or selling, please click on the link in the comments.

Essentia's latest research shows a statistically significant link between decision-making skill and investment returns. Portfolio managers with strong Behavioral Alpha Scores are more likely to outperform those with poor scores, and the score itself is a performance factor with significant explanatory power. It’s crucial new insight for anyone seeking alpha in public equities. Details: https://lnkd.in/e6Hgz9F7 #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

We are delighted to share our 2024 edition of the “Marex Investment Opportunities” e-booklet. This edition highlights our robust suite of financial products with #investment ideas spanning traditional asset classes, diverse themes, and global geography. 🌎 It will also introduce you to some of our innovative products at the frontier of newer #markets, including structures on digital assets, fund #derivatives and quantitative investment strategies. 📊 Share your details by clicking the link below to request your copy or get in contact with your usual sales representative. 📝 https://lnkd.in/ehcJhquU *This is intended for Professional/Institutional investors only and not to be shared onwards by recipients. Disclaimer: https://lnkd.in/esgwJjjq #DerivativesDoneDifferently

Great overview on how advanced technology can help #investmentmanagers discover what most improves investment performance - by Rocco Pellegrinelli, CEO of Swiss-based advanced #AI-driven #analytics firm, Trendrating. - Test any fundamental, quantitative, #technical parameter. - Compare the alpha contribution. - Explore combinations of parameters that checks more boxes and delivers better returns. - Discover the most effective mix of rules to outperform on a consistent basis. - Validate and document the results of the exercise. Article on the Nasdaq Financial Advisor Center Additional Information: - Improve Your Control Over The Risks of The New Market Cycle – A short video about Trendrating services. - https://lnkd.in/eM-pmX7d - Alpha dispersion - Trendrating – Performance dispersion insights - https://lnkd.in/eD2XdPNF #financialservices #investing #alpha #performance #assetmanagement https://lnkd.in/e9dTbF3s

When investing, the longer your time horizon, the most likely you will have positive returns. Below a chart for the SP500 with the returns starting from each year (columns) and how long you hold the investment (lines). For more than 10 years all cases are positive.

Don’t put all your investment eggs in one basket. Harry Markowitz’s seminal 1952 “Portfolio Selection” paper started the Modern Portfolio Theory revolution that led to the current dominance of index funds, the ultimate form of diversification. And of course, that means diversifying globally. Bill Sharpe’s 1964 capital asset pricing model paper showed that, in theory, every investor should hold the “market portfolio” that consisted of all investable assets. But the idea of global diversification has a much longer history. In 1909, Englishman Henry Lowenfeld wrote a book with a somewhat pretentious title, Investment: An Exact Science. Of course, it wasn’t and still isn’t. Using data from the late 19th century and early 20th century, he made some outlandish claims about investment strategies based on “proofs” from the data. But one thing he got right, well ahead of his time, was the importance of global diversification, or as he called it, “The practicability of increasing income without increasing risk by adopting Geographic Distribution of Capital.” The chart below made his point, showing how the pattern of stock returns varied across countries. Yet more than a century later, most investors still fall into the home country bias trap. We can learn from history. #investing #stockmarket #diversification #globalinvesting

Introducing Smart Investment Phase 2! 📈 Here's what you can expect from this exciting new phase: • Invest now Using smart investments with Customized Investment Options (Growth, Balanced, Conservative) including diversification strategy (Cash& money market, Equity, ETFS, Sukuk) • Wondering how your investments will grow over time, use a plan calculator to provide you estimation based on your initial investment amount and monthly contributions. • Auto-Subscription Take the hassle out of investing with our auto-subscription feature. Simply set Special thanks to our leaders and the team Essam Almajid Emad Khawaja, UXMC Nawaf Alsaeedi Bassam Elbadrawy Ahmed Kandil Ahmed Salem

Delighted to share that I have done Proper Research regarding Fundamental Analysis for Long term Investment. 📄 In the ever-evolving world of investing, one principle stands the test of time: fundamental analysis. It's not just about the numbers; it's about understanding the heart of a company's value. 📄 It's the compass guiding investors through market storms, focusing on a company's intrinsic value, financial health, and potential for long-term growth. 📄 Because it cuts through the noise of short-term fluctuations, helping us identify companies with solid fundamentals and enduring competitive advantages. 📄 Investing is a journey. By embracing fundamental analysis, we navigate with clarity and confidence, building wealth over time. Big thanks to Tradeshala specially to my mentors Mini Agarwal Ma'am and some other platform for ongoing support. #FinancialAnalyst #Investing #FundamentalAnalysis #Longtermsuccess. Feel to free to drop a comment, like and share your thoughts.