Category Archives: Systems-Fundamental

Fundamental

Fundamental Portfolio Holds Its Own

June 22, 2008 – 8:04 am

Fundamental is a moderately low-beta, moderately low-turnover trading plan for stocks traded on major U.S. exchanges. It focuses on providing above-market returns over the longer term while keeping a variability of returns that is similar to the market’s risk profile.
Information is as of the close on June 20, 2008.
Model Allocation
Based on beginning […]

By Bill Rempel | Comments (0)

Fundamental Portfolio Update

May 26, 2008 – 5:59 am

Fundamental is a moderately low-beta, moderately low-turnover trading plan for stocks traded on major U.S. exchanges. It focuses on providing above-market returns over the longer term while keeping a variability of returns that is similar to the market’s risk profile.
Information is as of the close on May 23, 2008.
Model Allocation
Based on beginning […]

By Bill Rempel | Comments (0)

Fundamental Portfolio Recovers

April 27, 2008 – 7:45 am

Fundamental is a moderately low-beta, moderately low-turnover trading plan for stocks traded on major U.S. exchanges. It focuses on providing above-market returns over the longer term while keeping a variability of returns that is similar to the market’s risk profile.
Information is as of the close on April 25, 2008.
Model Allocation
Based on beginning […]

By Bill Rempel | Comments (2)

Fundamental Portfolio Struggling YTD

March 29, 2008 – 1:49 am

Fundamental is a moderately low-beta, moderately low-turnover trading plan for stocks traded on major U.S. exchanges. It focuses on providing above-market returns over the longer term while keeping a variability of returns that is similar to the market’s risk profile.
Information is as of the close on March 28, 2008.
Model Allocation
Based on beginning […]

By Bill Rempel | Comments (0)

Fundamental Plan Flat Over Last Four Weeks

March 2, 2008 – 9:53 am

Fundamental is a moderately low-beta, moderately low-turnover trading plan for stocks traded on major U.S. exchanges. It focuses on providing above-market returns over the longer term while keeping a variability of returns that is similar to the market’s risk profile.
Information is as of the close on February 29, 2008.
Model Allocation
Based on beginning […]

By Bill Rempel | Comments (2)