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bazooooka

bazooooka
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Latest comments  |  Highest rated
  • An Edgy Asset Allocation System [View article]
    Kurtis,

    What does the performance look like if you apply a bear etf (maybe leveraged) instead of going into safety during the downturns?
    May 26, 2015. 09:18 PM | Likes Like |Link to Comment
  • Are Large And Liquid Stocks Lower Risk? [View article]
    Kurtis,

    I like this contrarian approach, what would be the sweet spot to minimize drawdowns and still beat the market; maybe the smallest 50 or 100 stocks in the SnP?

    Would this improve sharpe and keep drawdowns near 40%?
    May 26, 2015. 09:14 PM | Likes Like |Link to Comment
  • How My Favorite Hedge Fund Managers Are Investing In 2015 [View article]
    bum,

    There are hedge funds that do beat the market. But beyond that, knowing what they are buying and imitating that without the 2 and 20 drag can often be beneficial. This article had some good ideas for further diligence in that regard.
    May 26, 2015. 06:38 PM | Likes Like |Link to Comment
  • Introduction To Free Investment Models [View instapost]
    jess,

    If you think a correction is coming you may want to read up on Kurtis' asset allocation systems.

    http://seekingalpha.co...
    May 26, 2015. 04:14 AM | Likes Like |Link to Comment
  • The ZOMMA Strategy Index Master Sheet [View article]
    Assuming no crash, similar to the post dot com bear in the SnP, what models will outperform?
    May 26, 2015. 02:28 AM | Likes Like |Link to Comment
  • The ZOMMA Strategy Index Master Sheet [View article]
    Harry,

    Do you suspect going forward that you can come up with strategies that can beat the market by 10%-15% plus? Or do you think that market beating will be more difficult (i.e. bull market potential leveling off and thus the strategies won't have the wind at their back). I guess I'm asking are you still doing wealth creation or wealth protection when you're thinking about the next few years?
    May 24, 2015. 09:56 PM | Likes Like |Link to Comment
  • Dual Momentum: A Simple Yet Successful Portfolio Management Strategy [View article]
    DM has a long track record, almost 20 years, will see how it looks after the next big draw down in the SnP. I only brought it up since it was very early to the Internet DIY asset allocation game which has become commonplace, and increasingly sophisticated, over the last 3+ years.
    May 24, 2015. 06:33 AM | Likes Like |Link to Comment
  • Dual Momentum: A Simple Yet Successful Portfolio Management Strategy [View article]
    Underperforming the SnP when it its been a ripping bull market is par for the course for everyone (hedge funds, value funds, asset allocations). I'm interested in a strategy that will handle the next swoon. Asset allocation rotations often win out in the long run since they avoid the huge drawdowns and thus can win the race (10-20+ years) more turtle than hare.
    May 23, 2015. 03:58 PM | Likes Like |Link to Comment
  • Dual Momentum: A Simple Yet Successful Portfolio Management Strategy [View article]
    Thanks for the reply; I agree.

    I too would love to see a matrix that shows how these things perform under different borrow, tax, and slippage scenarios. The paper is much discussed on the Internet already.The paper claims that it adjusts for "transaction costs" which is intriguing. I would assume it requires low borrow costs (institutional level?) to have profitable short legs.

    http://bit.ly/1JKBuu4
    May 23, 2015. 03:55 PM | Likes Like |Link to Comment
  • Dual Momentum: A Simple Yet Successful Portfolio Management Strategy [View article]
    Lowell,

    I'm impressed with your ability to translate academic concepts into spreadsheets.

    Likely you have read some of AA postings (they too have reviewed and are friends with Antonacci).

    Anyhow this below reviewed strategy really has some eye catching numbers. Not sure how well it can be translated/ tested though. http://bit.ly/1caMIdL
    May 22, 2015. 11:31 PM | Likes Like |Link to Comment
  • The Best Long Opportunity For The Remaining Days Of 2012: Ocean Shore Holding [View article]
    Chris, you think more pre Halloween or Xmas when this one finally concludes?
    May 22, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • Dual Momentum: A Simple Yet Successful Portfolio Management Strategy [View article]
    You may want to look into DM and its founder. I've known those who have traded the sector signals for near a decade now and swear by them.

    http://bit.ly/1cRoupN
    May 22, 2015. 03:25 AM | 1 Like Like |Link to Comment
  • EPower Successfully Completes Third-Party Demonstration Trial [View instapost]
    Virt,

    "Snapped" is a mousetrap term and it is meant that the trap works like it supposed to. John was saying the PbC really does work like it's supposed too. Although this has been debated for years by technical types such as yourself.

    >>You called the voltage behavior "swings" and that you thought the PbC "snapped". Man!!
    May 22, 2015. 03:21 AM | Likes Like |Link to Comment
  • EPower Successfully Completes Third-Party Demonstration Trial [View instapost]
    Virt,

    You should be talking/posting with Ed Buiel to confirm your suspicions? I'd read some of his comments about the PbC if you haven't already.

    http://bit.ly/12bg3zD
    May 22, 2015. 03:17 AM | 1 Like Like |Link to Comment
  • EPower Successfully Completes Third-Party Demonstration Trial [View instapost]
    Virt,

    I used the "snap" reference in the "mousetrap" sense.

    Many have believed for a long time that PbC was a "better mousetrap". I now reserve judgement until I see proof and unbiased accolades in the real world.

    Always fun to see people talk the technical details, alas it's too late for Axion investors. Maybe Epower holders will be the real winners (or maybe the PbC will mostly live on in white papers and internet postings).
    May 22, 2015. 02:37 AM | 1 Like Like |Link to Comment
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