The traditional 60/40 portfolio, 60% stocks and 40% bonds, has been the cornerstone of investment advice for decades. But what if we flipped conventional wisdom on its head? Thomas Carlson’s “Defense First” strategy, as analyzed by Allocate Smartly, presents a...| QuantifiedStrategies.com
Do you sometimes wonder what are the historical returns for stocks, bonds, gold, real estate, and cash? Which asset class has performed the best over the last century? We are wondering, and we thus decided to compile all the data...| QuantifiedStrategies.com
Jack Bogle’s famous advice was to avoid searching for individual stocks, sectors, or markets that may perform better and simply invest in the entire market. This means using index funds to build a diversified portfolio. The Bogleheads 3 Fund Portfolio...| QuantifiedStrategies.com
Investing in individual stocks can be exciting and risky. One of the biggest concerns for investors is the possibility that a single stock could significantly drag down their entire portfolio. But how likely is that to happen? And what can...| QuantifiedStrategies.com
What happens to stocks when bonds go up (what happens to stocks when interest rates go down)? Any stock investor or trader should have a basic understanding| Quantified Strategies
Hendrik Bessembinder, an academic, published a study in 2017 that went on to become widely spread and known. His hypothesis was pretty straightforward: do| Quantified Strategies
When stock markets are overbought, we can expect weaker returns than average over the next few days. But in the long term, returns gravitate toward the| Quantified Strategies
The relationship between stocks and interest rates is at the center of financial theory. Why? Because the interest rates determine the value of stocks. High| Quantified Strategies