Uncategorized

Newton’s first law of motion tells us that, in essence, a body in motion will remain in motion and a body at rest will remain at rest. This concept forms the underpinnings of a momentum investment strategy. This approach seeks to build wealth by purchasing securities with established uptrends. KINFO’s Position Increase/Decrease filter can help.

Modern Portfolio Theory (MPT) is one of the biggest breakthroughs in the history of finance. The idea is simple: risk should be measured based on the relationship stocks in a portfolio have to one another. Let’s look at how KINFO users can put this idea into practice.

For many investors, a hedge fund is a ship on the horizon that will never come to port. These mystifying funds seem full of promise and unimaginable wealth. In truth, much of the appeal of such an investment is based on its private nature rather than sound fundamentals.

Is replicating hedge funds a profitable endeavour? This has been a topic frequently debated in media. We will look at some actual data to see potential performance and possible replication strategies.

While insiders are allowed to trade in their own company’s shares they are required to report their activities to the SEC. Numerous sites and services use this data, KINFO takes it one-step further providing deep insights and real time alerts, in this post we explain how.

Albert Einstein once remarked, “Compound interest is the eighth wonder of the world. He who understands it earns it, he who doesn’t pays it.” By the end of this post, you’ll be in the first group.

Investing is a difficult game because everyone must make assumptions about the future. Will the market rise? How will the economy impact my returns? The list continues. However, there is one thing you can safely factor into the game plan with certainty: Dividends.

When most investors think of diversification, they think of spreading their investment across several companies. There is, however, a different kind of diversification that’s equally important: asset class diversification. A wise investor balances a variety of assets to ensure risk management.

The enemy of wealth is cost. Markets rise and fall. Taxes structures change. Inflation ebbs and flows. However, costs, fees, and expense ratios always remain. Smart investors can beat this problem.

Now more than ever investors are surrendering to a passive strategy of indexing. This simple, one-step solution offers simplicity and the opportunity to outperform more expensive actively managed funds. However, a small group of managers “Beat the Street” meaning they deliver returns above that of the total market. How do they do it?