AllQuant

We are four! Celebrate with us with our online courses at half their usual prices. Be part of us today!

AllQuant's 4th Anniversary Course Promotion Celebrate AllQuant's 4th anniversary with online courses at half their usual prices. Start your learning journey today!

https://www.allquant.co/post/ssimple-ways-to-size-up-your-portfolio-risk

www.allquant.co

If the S&P 500 were human, it would be 100 years old but unlike humans, it is still going strong.

The S&P 500 is 100 years old and still going strong The S&P 500 is in the 15th year of the bull market since it exited the Great Financial Crisis in 2009. Is it in a bubble and overvalued?

https://www.allquant.co/post/multi-strategy-model-march-2024-the-fed-doubled-down

Multi-Strategy Model March 2024 - The Fed Doubled Down The multi-strategy model had a good run this month. It is up +3.2% for March 2024 and +4.1% YTD.

https://www.allquant.co/post/foundational-multi-strategy-performance-update-reminder-on-march-promotion

Foundational Multi-Strategy Performance Update & Reminder on March Promotion Update on the foundational multi-strategy performance. Use the March promotion to learn how to run strategies used by institutions yourself.

A closer look at the October effect on the S&P 500.

Will the Stock Market Crash in October? One of the often-cited seasonal patterns in the stock market is the October effect. This refers to the belief that the stocks tend to decline during October. This belief is reinforced by the fact that some major market crashes happened during October in the past. Some notable examples include the Pa...

https://www.allquant.co/post/multi-strategy-model-february-2024-stock-market-euphoria-bond-market-misery

Multi-Strategy Model February 2024 - Stock Market Euphoria, Bond Market Misery February was a month overshadowed by the euphoria in the stock market and cryptos. Despite the markets adjusting their number of rate cut expectations lower, the stock market continues to fly on the back of AI. Bitcoin also powered ahead and reached beyond $63,000 pushing ever closer to its all time...

https://www.allquant.co/post/the-fed-factor-tracing-the-impact-of-fed-funds-rate-on-financial-markets-since-2001-part-1

The Fed Factor: Tracing the Impact of Fed Funds Rate on Financial Markets Since 2001 (Part 1) Will the financial market collapse if the Federal Reserve tightens further? This is one of the top concerns today. While this seemed more remote given that both the markets and the Fed have agreed, at least for now, that rates are probably going down this year, things can still change. And with memo...

Amazon will replace Walgreens Boots Alliance in the Dow Jones Industrial Average, effective 26 Feb 2024. https://www.allquant.co/post/amazon-to-replace-walgreens-in-the-dow-jones-industrial-average

Amazon to Replace Walgreens in the Dow Jones Industrial Average S&P Dow Jones Indices has announced that Amazon.com Inc. (NASD: AMZN) will replace Walgreens Boots Alliance Inc. (NASD: WBA) in the Dow Jones Industrial Average. The change will take effect before the US market opens on Monday, February 26. You may refer to their press release for the reasons. https...

Inflation and interest rates are still influencing markets this year. We had a candid discussion on this topic in our latest podcast. https://spotifyanchor-web.app.link/e/ku93Oif7iHb

AQ Podcast Episode 5 - Inflation & Interest Rates Outlook by AllQuant Fireside Chat Inflation and the expected interest rate path are still impacting markets in 2024. We discuss the outlook for inflation and interest rates in this podcast.

https://www.allquant.co/post/hotter-inflation-is-it-coming-back

Hotter Inflation - Is It Coming Back? The CPI data released yesterday dampened hopes that the Fed will cut rates as fast as what market initially anticipated. All readings came in hotter than the consensus forecast. Headline inflation did slow further but not as much. The key, however, is that core inflation showed signs of stalling as....

Volatility ETFs are one of the more complex exchange-traded products. It can be hard to explain how they move in relation to the S&P 500. It doesn't have to be this way. This post tries to demystify such products.

The S&P 500 was flat, but VXX was down 2.4%. What happened? The S&P 500 and the long volatility ETF VXX are generally inversely correlated. When the S&P 500 is up, VXX is down, and vice versa. However, there are instances when the relationship doesn't seem to hold. Yesterday was one such instance. The S&P 500 was flat, but VXX was down a significant 2.4%. Th...

https://www.allquant.co/post/can-we-build-an-investment-nest-egg-starting-from-0-to-1-million-in-15-years

Can we build an investment nest egg starting from $0 to $ 1 million in 15 years? At some point in life, we will start asking if we have enough money to retire. For those who are lucky enough to ask this question early, you have less to worry about because you still have a long runway ahead. But for those who are above 40, time is ticking. And if they have never invested and have...

Our advanced multi-strategy Jan 2024 update.

Multi-Strategy Model Update: January 2024 Update -0.9% YTD -0.9% We started January 2024 on a rocky note with a wide mismatch between the markets and the US Federal Reserve in terms of where rates are heading. The markets turned significantly more dovish than the Fed since the latter pivoted last year. At its most optimistic point since the start of this year, th...

Does the US stock market tend to do better in January and worse in May? And does the performance in January influence how the stock market performs for the rest of the year? Let's see.

What Is So Special About January For Stock Markets - A Seasonality Study Do you know that when January is a positive month, the odds of the year generating a positive return increase to 86%?

The cryptocurrency space experienced a major milestone last week as the SEC gave the go-ahead for Spot Bitcoin ETFs. This is not the first exchange-traded product related to Bitcoin. If that is the case, then why has this regulatory nod sparked such excitement within the community? And will it change anything? https://www.allquant.co/post/bitcoin-etfs-will-it-make-a-difference

Bitcoin ETFs - Will It Make A Difference? The cryptocurrency space experienced a major milestone last week as the SEC gave the go-ahead for Spot Bitcoin ETFs.

Hi everyone, our next breakfast gathering will be on Sat morning, 17th Feb, do join us if you’re free!

On the topic: We have recently been discussing a lot on how the market has priced in 6 rate cuts this 2024 when the Fed said they’ll only do 3. Da Wei also shared that he sees many retail investors holding REITs, bond funds, and 60-40 portfolios.

In our next breakfast gathering, we’d like to share what this means for those holding on to such asset classes and a good way to consider things in the future.

Do RSVP in the link below so that we can arrange for breakfast. See you there!

https://forms.gle/A5PzgGcd6MXpXtcNA

Just conducted our first sharing as part of our investment education series over breakfast on a casual Saturday morning. We had a great time catching up with our students and getting to meet new people. It is a meaningful session and a step towards building a community where we can learn from each other. Looking forward to organizing more such sessions!

We introduced the capital-protected portfolio in April this year. Six months have passed, and it has done well thanks to our advanced volatility trading strategy. Here's a review of its performance.

Capital Protected Portfolio - A Review On How It Has Performed We introduced the capital-protected portfolio in April this year. You can read about it here. A Capital Protected Portfolio With High Upside - Is It Possible? Six months have passed, so let's look at how the portfolio has done. To recap, the portfolio comprises two portions in a barbell structure. T...

Here's our fourth fireside podcast. We talk about market timing - is it good or bad? Enjoy this over a great weekend!

AQ Podcast Episode 4 - Market Timing, Good or Bad? In this fourth episode with our guest host Ou Da Wei, we talk about a favorite topic among traders and investors alike - market timing.

Hi everyone, we'll be having a breakfast session together with those of you who've expressed that you'd like to learn more about the market. We're opening this session to everyone here to join us on Sat, 11 Nov morning at 10am. Learn while enjoying some light snacks, coffee, and tea! Please feel free to RSVP via the link below.

Learn About The Markets Over Breakfast & Coffee Have some fun over a mini stock trading game, and learn about asset allocation and the 3 wants - Protection, Income, and Growth!

Here's our third fireside podcast. We talk about common challenges retail investors face and ways to overcome those challenges.

AQ Podcast Episode 3 - Common Challenges Faced By Retail Investors by AllQuant Fireside Chat In this third episode, we talk about common challenges retail investors face and ways to overcome those challenges.

Final part on "Have you wondered what’s truly needed for long-term success in your investing over the years"? Ou Da Wei, senior investment adviser from iFAST Global Markets (Singapore) continues his sharing in this post.

11 Practices for Lasting Investment Success - (3/3) Have you wondered what’s truly needed for long-term success in your investing over the years? (Part 3/3)

Trading cost is often overlooked by retail investors but it can make or break a trading strategy in the real world. The more you trade, the more critical the trading cost is.

The Number One Silent Killer In Trading - Transaction Costs Trading cost is often overlooked in trading. However, this can make or break a strategy in the real world, especially for fast trading.