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In this video the process of taking a model from Excel to Python is outlined. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions.
I recently delivered a webinar on Financial Portfolio Construction & Management. The discussion focused on the hypothetical situation of a typical investor in the accumulation phase of their life. Mid 30s, single, no kids, no major debts, secure job with above average salary, and focused on saving for retirement. A method called the portfolio pyramid […]
What is an investment adviser?
Today we talk about research in the context of a data driven process. We address the impacts of the frequency of the data used as well as averaging data. We also mention backtesting before closing by mentioning a few data sources that could be helpful when building your own data driven models.
In this episode the past week of S&P earnings are briefly reviewed before getting into an analysis on a potential oil storage trade. Then we wrap up with an discussion on trading vs investing. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional […]
Anthony Nagle, an Investment Adviser Representative with Lowercase Capital, talks about the previous week in the market as well as the week coming up. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. If you would like a […]