A 5-year analysis of algorithmic portfolio rebalancing vs. the simple "set it and forget it" approach

How volatility-targeting strategies taught us that sometimes, less really is more

What happens when you try to turn a growth ETF into an income machine? I ran the numbers, and the results might surprise you.

Learn how the Sharpe Ratio measures investment performance by accounting for risk. This guide covers calculation methods, interpretation, practical applications, and limitations of this essential portfolio management metric.

A data-driven comparison testing Buy the Dip vs Buy the Peak strategies on Tesla stock with monthly investments over 61 months, revealing surprising results about both approaches.

A data-driven exploration of buying opportunities in volatile markets. Testing a mean reversion strategy on 5 years of Tesla data to see if we can systematically identify profitable dips.

Testing whether RSI (Relative Strength Index) can actually predict stock price peaks. Analysis of 1,255 trading days of Coca-Cola stock reveals RSI performs only 1.34x better than random guessing, with 26.6% precision and high false alarm rates. The data shows why technical indicators should never be used alone for peak prediction.

Comprehensive analysis of the Magnificent 7 tech giants' Q3 2025 performance, examining revenue, profitability, margins, and earnings across Apple, Microsoft, Google, Amazon, Nvidia, Meta, and Tesla.

A 5.0-year simulation on QQQ reveals surprising insights about timing the market. Dollar Cost Averaging achieved 64.60% returns versus 58.66% for Buy the Dip strategy, demonstrating the power of consistent investing over market timing.

Are we in an AI bubble? Analyzing 2 years of S&P 500 data reveals how diversification across sectors can protect your portfolio. Discover which sectors delivered better risk-adjusted returns than AI stocks, with correlation analysis and performance metrics across 11 market sectors.

A comprehensive backtest of stop-loss and take-profit strategies on 20 volatile stocks (2015-2025) reveals that rule-based trading with 30-day cooldowns destroyed 91% of potential gains while buy-and-hold delivered 97.5x returns.

A deep dive into the S&P 500 technology sector reveals a striking pattern: software companies dominate profitability with gross margins exceeding 80%, while hardware manufacturers struggle to break 35%. Leading the pack is Autodesk with an exceptional 90.57% gross margin, showcasing the financial power of digital products that can be sold infinitely without additional manufacturing costs.

Ever wonder how quickly your favorite brands sell their products? From Kroger's lightning-fast 23-day inventory cycle to Estée Lauder's leisurely 212-day luxury timeline, this analysis reveals the fascinating world of inventory turnover among 30 major consumer staples companies. Discover why grocery stores dominate the speed rankings and what these numbers really mean for businesses and consumers alike.

Discover how payment processors like Mastercard (26.78% ROA) and Visa (20.89% ROA) completely dominate the finance sector in asset efficiency. This analysis of 51 major financial companies reveals why business model matters more than company size when it comes to generating profits from assets, and what this means for understanding the modern financial landscape.

An in-depth analysis of gross margins across 29 Consumer Staples companies in the S&P 500 reveals a fascinating tale of two business models. While premium brands like Estée Lauder (71.66%) and Coca-Cola (61.06%) command exceptional margins through brand power and pricing flexibility, commodity-focused companies like Bunge Global (6.39%) and Archer Daniels Midland (6.76%) operate in highly competitive, low-margin environments. This comprehensive ranking explores how business strategy, brand strength, and market positioning create a 65-percentage-point gap between the industry's leaders and laggards.

The biotechnology and pharmaceutical industry is experiencing an unprecedented R&D investment boom, with top companies collectively spending over $117 billion in 2024. This analysis reveals how industry giants like Merck, Johnson & Johnson, and AbbVie are leading the innovation charge, while specialized biotech firms like Regeneron and Vertex are achieving remarkable R&D intensity rates exceeding 30% of their revenue. Understanding these investment patterns provides crucial insights into the future of medical innovation and the competitive landscape of healthcare companies.

Discover companies that are turning financial challenges into opportunities through our unique Contrarian Value Creator Index. This analysis highlights businesses that conventional metrics might overlook—those with declining revenue but improving cash flow, strategic debt usage, and current market undervaluation.

Our Financial Stress Index combines operating margins, debt trends, capital expenditure patterns, and technical indicators to identify S&P 500 companies showing multiple signs of financial pressure. The analysis reveals Axon Enterprise at the top with a perfect stress score of 1000, followed by Bunge Global, CarMax, and other major retailers.

Discover a fascinating group of companies that present a financial contradiction: they show strong profitability with high EBITDA margins, yet carry heavy debt loads and generate surprisingly little cash. Despite these potential red flags, these companies maintain stable stock prices. This paradoxical combination could reveal hidden risks or unique business models worth understanding.