SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst
We present the inception-to-date comparative performance of Successful Portfolios’ Mean Reversion Investment Strategy (EC1) and the Vanguard Total World Stock Index ETF (VT). We prepared the presentation using Interactive Brokers Portfolio Analyst.
Asset Allocation, Risk Tolerance, and Technical Analysis
Conventional asset allocation calls for investors to strategically sell stocks as they rise and buy stocks as they fall…. Trouble is many investors cannot follow the core precept of conventional asset allocation.