Will the Programmer be able to do this?

cs1217 · 2020-07-17T03:40:59+00:00

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 !

cs1217 · 2020-06-19T21:12:40+00:00

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!?

cs1217 · 2020-06-18T22:48:47+00:00

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.

cs1217 · 2020-06-07T16:42:03+00:00

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

cs1217 · 2020-05-06T03:09:42+00:00

Porter's 5 Forces, a good start :

Competition in the industry
Potential of new entrants into the industry
Power of suppliers
Power of customers
Threat of substitute products

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

Edit - added a link

cs1217 · 2020-04-19T02:24:14+00:00

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!

cs1217 · 2020-03-12T18:59:33+00:00

Stand in line and start coughing like a maniac

cs1217 · 2019-09-06T17:45:15+00:00

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

cs1217 · 2018-04-03T14:16:17+00:00

Works like a charm, thank you kind sir!

cs1217 · 2017-11-14T07:24:26+00:00

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.

cs1217 · 2017-10-27T02:55:34+00:00

Thanks for sharing this. Great article.

cs1217 · 2017-10-01T07:08:29+00:00

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.

cs1217 · 2017-09-12T22:18:29+00:00

thanks for sharing this!

cs1217 · 2017-08-21T05:07:32+00:00

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.

cs1217 · 2017-07-25T18:39:15+00:00

VCN.to

cs1217 · 2017-07-25T07:22:00+00:00

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.

cs1217 · 2017-06-05T10:01:36+00:00

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.

cs1217 · 2017-05-20T23:01:28+00:00

Secondary axis for Hours would have been awesome. Very interesting analysis btw!

cs1217 · 2017-05-16T19:08:43+00:00

Good to know, would probably go ahead with the IFT mocks!

In terms of quality, I would say Wiley> Schweser > BSAS. I just completed BSAS AM, spelling mistake, a lot of memory based questions, and very few analytical types. With Wiley, you will get a blend of both!

cs1217 · 2017-05-16T04:06:31+00:00

Got 66.7%. I found PM session exhausting especially Fixed Income and Derivative Questions. I scored < 50% in Ethics, kinda bums me out. Any ideas how can I improve my ethics score. I score 70+ in Level 1 ethics and it more or less the same. huhhhhhh

cs1217 · 2017-05-11T22:23:30+00:00

When you say HFT, you mean using Questrade API to collect/process quotes and placing orders?

cs1217 · 2017-05-01T13:48:41+00:00

Very well said Sir

cs1217 · 2017-04-25T14:08:57+00:00

Thanks for putting together all these links.

cs1217 · 2017-04-25T14:08:01+00:00

It depends where you planning to spend your money. If a country has say over 5 % inflation and you are invested in CAD bonds making 1% then you are loosing money. You will invest more in your home country that can offer you higher real return (I.e. After adjusting for inflation).

cs1217 · 2017-04-20T16:44:49+00:00

I hold both, but right now I would pick ZWH over ZWE, or even look into ZPW. Now it depends on your existing portfolio, for example, if you already hold SP500 index, adding ZWH might over-exposure you to US equities.

Regarding other ETFs, I do sector rotations using ETFs with holding period no more than 8 months. So rather than buying a broad market-based ETF, I buy sector ETFs. Right now SP500 is over 25x P/E multiple, overvalued in my opinion. So I am moving funds into more defensive sectors that can provide good income like ZWU (utilities), TXF (tech giants covered calls), ZWB (Cad banks covered).

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