I love when a company’s financials look like this 👀 Usually signals a huge, huge opportunity

When it comes to income investing, not all “options” are created equally. At NEOS we believe options-based ETFs should offer more than just high monthly income potential. Watch this quick video to learn about some other factors investors may want to consider when evaluating

I have designed a lot of models over the years. This is some earlier work that has been running for a client without any adjustment since 2013. It has beaten the microcap benchmark every year. I strongly believe that my current models are even better. Curious to see what the

Is it possible to find fundamentally sound stocks which are off the beaten path which are trading at a discount? And when investors become increasingly aware of it the price will appreciate? That was our goal in creating the following screen. The opportunity comes from

Many new investors think stop-losses are the holy grail of risk management. Make 50% and cut losses at 8%. But what do you do when the price pulls back 10%, you sell, and then it makes new highs? And how smart do you look when it does this 10x in a row?

Everyone is yappin' about Oracle and all of a sudden order backlog becomes a topic. I remind you that Fintwit's most humble G told you years ago to pay attention to backlog - because no one does it. 💅 cc: Kurtis The Quant Thirty Days To X Barry Ritholtz Article: open.substack.com/pub/onveston/p…

This is a short visual overview of what it looks like to run AI Factor on Portfolio123. You do not need to know any programming languages or coding. The interface is flexible and customizable yet can be used with no prior knowledge of AI or machine learning. AI training and

Very good article from Systematic Microcaps ⚙️ "System Weighting Schemes, Strategy Considerations and the Universe..." systvest.substack.com/p/quick-though… Portfolio123

This is your friendly reminder that microcap stocks with low insider ownership (<1%) has been a glutton for misery this past decade. If the insiders don't believe in the company...why should you?

Cyclically Adjusted Price/Earnings ratios for S&P 100 (largest, black) vs S&P 600 (smalls, red). Largest (black) only exceeded by late Dot Com blow-off top. Smalls (red) trading below 30-year average. The jaws are open wide. via Callum Thomas and Topdown Charts

Is it a bubble? I doubt it. Unlike the dot-com era of the early 2000s, today’s leaders are not just trading on hype; they’re delivering real earnings growth. In fact, companies like NVIDIA and META are growing earnings even faster than their prices, as the charts clearly show.

Out-performance comes from discomfort. Let me show you an example. Below is a simulated 100-stock microcap portfolio after slippage. It is based on a ranking system I have built over the past 15 years. I have shown it to a few clients to gauge their interest. They like the

So, I did a thing. I am now an Accredited Portfolio Management Advisor™! It's a standalone designation + CFP FP103 credit, but deeper than the CFP investment module. The decision to do this was part DIY interest / part career-optionality. FinTwit + RR prepared me well!

"Insider Ownership - The Misunderstood Factor" New Research post MicroCapClub 👇 * Performance of microcaps with low, medium and high Insider Ownership (IO) * How IO performance varies with microcap quality * IO trend in microcaps over the last 20 yrs community.microcapclub.com/forums/topic/5…

Overfitting exercise complete ✅ Call me crazy but yes that's how I will invest my money going forward. All usual disclaimers. No guarantees OOS. A lot of faith involved. So far pre-ML Portfolio123 gave me >60% in EUR despite substantial US exposure. Pre-P123 CAGR 15%.

I'm torn. On one hand I believe in deep dive research. On the other hand, the more I dig into an investment the more I am swayed by psychological factors that harm returns. No systematic process can completely encapsulate the mind. But I strongly believe that getting 80%

Do you think companies who decide to report only 2x a year will create an additional edge for savvy investors? Or just more news fueled chaos, random drift and price manipulation between reporting periods?

4.5 Stars. So proud! "In this succinct, incisive book, Mr. Pappous exposes the wizard behind the curtain of so much of the “financial advice” industry. Pointing out an industry rife with conflict and a culture not geared or incentivized to do what’s best for the client; the