Liam Flavelle

I analyze a trading strategy created in 2014 that showed great backtested returns. A few simple robustness tests would have provided several clues as to how the strategy was going to perform in the future. There are some useful lessons…

Utilities tend to outperform the market during corrections. I’ve researched a simple trading strategy that profits during the good times and preserves capital during the bad. The Boring Utility Strategy shows a total return of 13.4% annually since 1990. In…

We’ve implemented ETF and Fund data on our platform. InvestorsEdge now covers 129,881 securities globally. We’ll show you a very simple ETF strategy that has beaten the S&P 500 over the last 12 years. In additional we’ve added a couple…

Here’s a roundup of the best strategies in the last 3 months – to make it into the list you needed to have run a backtest that covered a period of 5 years or more that finished within the last 3…

Earnings surprises occur when a company reports earnings dramatically above analyst estimates. We have identified 4 simple factors which when combined create a successful strategy returning 20% annually since 2010. Our strategy also performs well during periods of extreme financial…

Month 11 running our Growth At A Reasonable Price Strategy sees our portfolio of stocks rising in value by 2.85% in June. The strategy is now showing 36% YTD returns and has largely ignored the ups and downs of the…

Used to determine the strength of a company’s financial position, does the Piotroski Score work? Like a fine wine the score seems to have gotten better with age. I show you a very simple strategy based on Piotroski that would…

The Low-Risk Yield strategy has returned 19% since September 2017. June was another great month for this strategy with a 5% increase in value. Despite the headwinds expected for dividend stocks this year has seen an 8.3% increase in the…

Month 10 running our Growth At A Reasonable Price Strategy sees our portfolio of stocks rising in value by 2.7% in June. The strategy is now showing 12% YTD returns and has largely ignored the ups and downs of the…

The Low-Risk Yield strategy has returned 16% since September 2017. My theory that all dividend stocks would spend a large portion of 2018 in the doldrums has been proven wrong. I am kicking myself that I didn’t invest more in…