alphaAI's 2023 Recession Playbook
Don't wait to invest during a recession. It’s a scary time to invest, given all the talk about a coming recession. But recessions can...
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Blog
We publish our investor letters and other thoughts here.
Richard Sun
- Nov 15, 2022
- 4 min
Factor Investing: An Introduction
Factor investing has become increasingly popular in recent years as investors look for ways to maximize returns while minimizing risk....
150
Richard Sun
- Nov 4, 2022
- 2 min
The Different Types of Stock Settlements and How to Avoid Them
When you buy or sell a stock, the transaction doesn't happen instantaneously. Instead, it goes through a process called settlement....
110
Richard Sun
- Oct 25, 2022
- 3 min
Inverse ETFs: Hedge Against and Profit From Market Declines
Inverse exchange-traded funds (ETFs) are a type of investment that allows you to profit from declines in the markets. Inverse ETFs are a...
170
Richard Sun
- Oct 21, 2022
- 4 min
Our Investment Philosophy
In investing, there is no shortage of beliefs, theories, and strategies. Although there isn’t one single right answer, some methods do...
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Richard Sun
- Oct 20, 2022
- 3 min
Absolute Return Investing: Achieve Consistent Returns in All Market Environments
When it comes to investing, there are a lot of different strategies that can be employed in order to try and achieve strong returns. One...
180
Richard Sun
- Oct 18, 2022
- 4 min
Tactical Asset Allocation: How Being Responsive to Market Conditions Can Enhance Your Returns
Tactical asset allocation (TAA) is an active investment strategy that seeks to exploit short-term market opportunities through the...
240
Richard Sun
- Oct 7, 2022
- 2 min
ETFs: What They Are and How They Work
Exchange-traded funds, or ETFs, are a type of investment that can offer exposure to a wide variety of asset classes in a single fund....
120
Richard Sun
- Oct 6, 2022
- 2 min
Dollar-Cost Averaging: What It Is and How It Can Help You Invest
When it comes to investing, there are many different strategies that you can employ in order to try to maximize your returns. One...
70
Richard Sun
- Sep 23, 2022
- 2 min
Interactive Brokers New Account Creation Guidelines
How to Create a New Account You should have received an email titled “Advisor Client Invitation” from Interactive Brokers. Click the link...
100
Richard Sun
- Sep 13, 2022
- 4 min
Interactive Brokers 101
Table of Contents Intro to Interactive Brokers (IBKR) Intro to IBKR Client Portal Intro to IBKR Mobile App IBRK Help and Support Intro to...
1230
Richard Sun
- Jun 7, 2022
- 3 min
3 Reasons Why There Has Been a Paradigm Shift in the Markets
In this piece, I will discuss three reasons why there has been a paradigm shift in the markets. I want to preface by saying I am not...
110
Richard Sun
- May 30, 2022
- 13 min
Machine Learning for Stock Trading, Part 2: Data Processing
A framework for exploratory data analysis, feature engineering, and target variable creation Introduction In this series, I will break...
370
Richard Sun
- May 24, 2022
- 7 min
Machine Learning for Stock Trading, Part 1: Data Acquisition
A framework for acquiring financial time series data Introduction In this series, I will break down complex Machine Learning (ML) and...
300
Richard Sun
- May 23, 2022
- 5 min
Shorting Selling: Make Money by Betting Against a Stock
Short selling, or shorting, is a method that experienced investors can use to profit on the decline of a stock's price. Shorting is the...
110
Richard Sun
- May 5, 2022
- 2 min
Drawdown: Understanding Peak to Trough Declines in a Portfolio
A drawdown is defined as a peak to trough decline in a stock, fund, or portfolio. For example, if you have a portfolio worth $100,000,...
210
Richard Sun
- May 4, 2022
- 3 min
Passive vs Active Management: Merits and Considerations
Passive management and active management are the two prevailing types of investment management. Passive management primarily tracks an...
140
Richard Sun
- May 3, 2022
- 3 min
Efficient Market Hypothesis (EMH): Are Markets Really Efficient?
The Efficient Market Hypothesis (EMH) posits that the market is efficient, and, therefore, cannot be consistently beaten because share...
130
Richard Sun
- May 2, 2022
- 2 min
Sharpe Ratio: Risk-Adjusted Returns Tell a Different Story than Absolute Returns
The Sharpe ratio, developed by Nobel laureate William F. Sharpe, quantifies the return of an investment relative to its risk. The ratio...
180
Richard Sun
- May 1, 2022
- 2 min
Volatility (Standard Deviation): Why Should You Care?
Volatility is a statistical measure of the dispersion of returns for a given security, index, or fund. In general, higher volatility...
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