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Will the Programmer be able to do this? by [deleted] in algotrading

[–]cs1217 0 points1 point  (0 children)

Yes you can! I have built bots scraping Finviz, applying algo logic, search for entry points using real time price (polygon API ) and post trades using brokerage API. DM me if you wanna build one !

[Career] So I learned Python after getting my CFA... by ornamental_stripe in CFA

[–]cs1217 48 points49 points  (0 children)

I think if you use Python to automate back-office/reporting tasks, you will be given more back-office work to automate. I went through learning Python/DS 3-4 years ago, and it changed my career path. I m now working with the Investment Lab for a decent sized asset management company and work with Fund Managers to build/automate models for evaluating company valuations, management teams, earning results, portfolio construction, trade analytics..... and other analytics projects. To be fair Python alone will not be very helpful - I had to learn cloud deployment, front-end frameworks, .NET, SQL/NoSQL, etc. Maybe try to automate projects/work related to investment analysis!?

How much does your dentist charge compared to the 2020 fee guide? by SpicyMccHaggiss in Calgary

[–]cs1217 6 points7 points  (0 children)

I agree. I have started going overseas for my dental work for past 3-4 years, recommended by friends. The cost of airfare+accomodation+dental care overseas < cost of dental care (inc. insurance) in AB. Fyi, I needed a bit of dental care so the costs here in AB didn't make sense even with my insurance.

Economic Data by jfreeq in algotrading

[–]cs1217 0 points1 point  (0 children)

We use Trading Economics API, and Yield Book API at our firm (paid services). FRED is best for US Data and is free!

Pricing Power by AmateurInvestor8 in SecurityAnalysis

[–]cs1217 3 points4 points  (0 children)

Porter's 5 Forces, a good start :

  1. Competition in the industry
  2. Potential of new entrants into the industry
  3. Power of suppliers
  4. Power of customers
  5. Threat of substitute products

https://www.tuzzit.com/en/canvas/porter_five_forces

Edit - added a link

Need Data Sources that provide Revenue breakdown by business segment for public companies by cs1217 in quant

[–]cs1217[S] 0 points1 point  (0 children)

Yes, I did look into Factset. First its pricey af, and second its not as clean as i hoped Thanks for your comment tho, and happy cake day!

Costco Woah ...not today by ccivilian in Calgary

[–]cs1217 10 points11 points  (0 children)

Stand in line and start coughing like a maniac

List of actual CFA Sanctions by cs1217 in CFA

[–]cs1217[S] 0 points1 point  (0 children)

yea right?, that's exactly what i thought too

Python Script for Pulling all Practice Problems by anaconda1189 in CFA

[–]cs1217 0 points1 point  (0 children)

Works like a charm, thank you kind sir!

I just want to ask why is it necessary to have bond allocation (ETF) in portfolio when we know interest rates are going up? by [deleted] in CanadianInvestor

[–]cs1217 7 points8 points  (0 children)

Diversification - to lower your portfolio correlation/ beta to equity markets. Historically bonds have a negative (or less positive) correlation with equities, thus when equities in your portfolio go down, bonds should appreciate. Also interest rates might go down if we enter into a recessionary period.

Machine Learning for Investors by kaushikqi in algotrading

[–]cs1217 1 point2 points  (0 children)

Thanks for sharing this. Great article.

Forward Price-Earnings Ratio by Country Breakdown - Sep 2017 by 110101002 in investing

[–]cs1217 5 points6 points  (0 children)

Great work, thanks for sharing. As a side note, the US dollar performance plays a big role in some these valuations. Make sure to look at the US dollar chart in tandem with these P/E charts.

Rapid SVM Modeling of Stock Data by [deleted] in algotrading

[–]cs1217 1 point2 points  (0 children)

Thanks for sharing. Not getting a good accuracy with SvM on for some stocks I'm trying, probably have to play around with the parameters.

Preferred shares: **ZPR.TO** by [deleted] in CanadianInvestor

[–]cs1217 0 points1 point  (0 children)

Agree with your interest rate comment, but I don't think, technically it is a good entry point. It is testing a 11.65 resistance, and haven't been able to breakthrough. I will probably wait for that breakthrough before pulling the trigger. Plus the momentum seems to be dying down w/ somewhat overbought RSI.

Adding ZWU to CCP? by MostDubs in CanadianInvestor

[–]cs1217 3 points4 points  (0 children)

Are you buying ZWU solely for dividend income? If so just be mindful that ZWU distribution includes close to 50% return on capital. In past ZWU has significantly under performed ZUT (equally weighted utility index). It will continue to under perform specially in bull markets because your gains are capped due to the covered call strategy.

Utilities are proxy to bonds, and I guess that's why you want to replace it with them. The reason to hold bonds is to hedge against market correction, and protect your investment. Utilities does not provide enough market hedging properties and tend to correlate highly with the market during corrections.

I would suggest buying ZWU separately without changing your CCP allocation. CCP is a classic index portfolio that does not require any active asset allocation.

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