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.'
4 min read
Optuma Blog
Market insights, product updates, tips and tricks
I'm a Survivor
For the last couple of years I’ve routinely stated how important dealing with survivorship bias is in testing. I hope you agree with me that it’s a critical issue that makes it nearly impossible to run a historical test and then being able to repeat those results in the future.
5 min read
Correlation Cycles
Correlations are an important tool in portfolio construction. But are you aware of the dangers that nearly every analyst ignores? In this post we will review what correlations are, how it can be used to diversify risk and what the dangers are that you have to be aware of.
9 min read
Experts agree this one habit is essential to investor success
Maintaining a trading journal, while not a new concept, has evolved over the years, from a pen and pad, to detailed portfolio logs of every entry and exit made.
5 min read
Market Update - The sky is falling....or is it?
Many analysts are crying that the markets are overextended. Are they? An accidental look at previous recoveries may tell a different story.
3 min read
Relative Rotation Graphs® and Asset Allocation
As you have seen in other articles and blogs, Relative Rotation Graphs® (RRGs) are a great tool to determine relative strength of a basket of stocks or currencies against a benchmark, but one question we often get is 'can RRGs be used for asset allocation purposes?' The answer is YES!
3 min read
Bitcoin - The perfect technical market
I am the first to admit that I ignored Bitcoin (and other crypto-currencies) for too long. The first time I really paid any attention was back in October 2017 when Bitcoin just broke $5,000.
7 min read
Introducing the DVAN SmartLines Tool Module
The DVAN SmartLines module for Optuma is a suite of market tools that gives an investor access to Divergence Analysis’ 27-year moneyflow methodology.
7 min read
Andrews’ Pitchfork: Application and Analytical Methods Using Median Line Analysis
In this second installment of the Andrews’ Pitchfork series Tim and Kyle walk through the ease at which Andrews’ Pitchfork analysis can be used in Optuma, and then proceed to share some examples of how this underutilized tool can be used in your trading.
7 min read
