Optuma Blog
Articles of interest & reports on trading, technical analysis, money management, and all things Optuma.
The Death Cross Strikes Again
This week we have experienced the day that unleashes an avalanche of tweets, posts, and air-raid sirens. It is the day the perpetual bears have been waiting for. It’s the day of the death cross! Many commentators will make a huge deal about this, they will tell us this is the beginning of the end and we are due for a long bear market correction. They could be right – but is that likely?
Optuma Testing Errors
This post is an update on some errors we have found with our testing tools. Being open about issues like this is very important to us.
Working with External Data Fields – Part 2
In Part 1 we saw how External Data Fields (EDFs) can be used throughout Optuma. This week I want to show you how EDFs can be used to setup your own mini Portfolio Manager.
Working with External Data Fields – Part 1
External Data Fields (EDFs) allow you to import, or input, custom values on a code-by-code basis, which can then be referenced throughout Optuma. This article will provide several examples of what you can do using EDFs.
Important Changes to the US Sector Classifications
Things you should know about the upcoming changes to the US sectors on September 21st
New highs are nothing to be scared of
A quantitative look at what happens when the S&P500 index sets new all-time highs.
These Are a Few of My Favourite Things (or Charts)
David Cox, a Portfolio Manager at CIBC Private Wealth Management, shares some of his favourite charts.
Calculating Drawdowns
Learn how to create a custom tool to calculate average and maximum drawdowns, and download a workbook example.