Equity Content

This portion of the Acti-Quant Knowledge base relates to stock selection.

Designing Stock Strategies: This is a comprehensive virtual “class” in designing stock selection  strategies I created for Portfolio123. The course starts by giving users a sense of theory, a roadmap that can be used to organize choices. It then proceeds in detail with instruction relating to all of the elements of a sound strategy. The verbiage is expressed in language familiar to users of Portfolio123, but the ideas are applicable to and can be used by anybody who creates equity strategies.

Strategy Design Cheat Sheet: This is an abbreviated handy reference that quickly summarizes the principles detailed in the full “DesigningStock Strategies” course.

General Style-Based Equity Ranking Systems: This is a one-stop reference to a set of style-based ranking systems I created for use on Portfolio123.