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Two new ways to invest with an insider trading strategy

Direxion Shares, the fund group known primarily for its leveraged ETFs, is moving into more buy-and-hold strategies.

And the firm is doing it first by launching 2 ETFs that use variants on Sabrient’s Insider Sentiment Index.  Direxion announced that it was floating 2 funds:

  • Direxion Large Cap Insider Sentiment Shares (NYSEArca: INSD)
  • Direxion All Cap Insider Sentiment (NYSEArca: KNOW)

You can see the prospectus for both funds here.
These two funds join Guggenheim’s Insider ETF ($NFO) — also powered by Sabrient’s Insider Sentiment Index.

Continue reading “Two new ways to invest with an insider trading strategy”

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Building a better investment site – with YCHARTS’ Shawn Carpenter

screener

Where do you go for new, fresh investment ideas? Where do you go once you have an idea to vet it out, dig deep down into the research to validate your investment?

More and more investors are choosing to use YCHARTS. While the “chart” in the title might be misleading, the site’s research capabilities aren’t. This isn’t a place investors hear random ‘buy’ and ‘sell’ recommendations.investing site

YCHARTS is a full blown investment site that helps beginning and advanced investors alike to make better — more informed — investment decisions.

And that folks, is what Tradestreaming is all about. Join me for a conversation with YCHARTS’ co-founder/CEO and financial content veteran Shawn Carpenter to talk about his firm’s value for investors and where he plans on taking his offering in the future.

Shawn’s also been generous enough to offer a free PRO subscription ($400) to a Tradestreaming listener.  Please ‘Like’, ‘Retweet’, or ‘post to LinkedIn’ this interview and I’ll choose one person at random to receive a free 1-year subscription to YCHARTS Pro ($400). Continue reading “Building a better investment site – with YCHARTS’ Shawn Carpenter”

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Investing with more return and less risk – with Lee Hull

As an investment advisor, Lee Hull’s clients can’t afford to have down years.

They’re retirees looking for steady income — no matter what Mr. Market has to say about it. Where traditional advisors are willing to ride the market’s ups-and-downs, Hull uses a different approach.written by Lee Hull

His returns have trounced the markets while he puts less of his clients’ capital at risk. Over the past 10 years where the markets have literally gone nowhere, Hull’s investment firm has averaged over 8% per year (net of inflation!).

That’s pretty darn good but when you see that he was “only down” 9% in his largest losing year during the same time period, that should make you sit up and listen (if you’re not already).

On today’s episode of Tradestreaming Radio., Hull shares much of his research and methodology with us.  He’s the author of Less Risk, More Return: A Proven Blueprint for Retirement Plan Investing.

Look below to access Hull’s 10 Tips to Improve Investing Returns and Lower Risk.
Continue reading “Investing with more return and less risk – with Lee Hull”

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It’s not just the stock market — wine prices drop 5% in October

From Liv-Ex the wine exchange:

Check out my recent interview with Lot18’s Dini Rao about investing in wine.  Prices can be pretty volatile and 2011 has been a disappointment (time for value investors to step in?).

The Liv-ex Fine Wine 100 Index – the fine wine industry’s leading benchmark – dropped 4.53 per cent to 308.03, bringing its year-to-date performance to -8.40 per cent and its year-on-year performance to -2.41 per cent.

Source: Liv-Ex Fine Wine 100 Falls 4.5% in October (Liv-ex Blog)

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The Millionaire Teacher: How to begin saving and building wealth – with Andrew Hallam

andrew hallam

Andrew Hallam is an awesome teacher.

He’s also a self-made millionaire, having built his nest-egg off of basic, core tenets of sound finance AND a teacher’s salary.

In this episode of Tradestreaming Radio, the author of Millionaire Teacher: 9 Rules of Wealth You Should Have Learned in School shares with us:

  1. where the biggest opportunities are in saving money
  2. how the rich (and super rich) spend and why we should mimic their habits
  3. how incentives in the financial industry can really work against investors
  4. how he built a low-turnover portfolio into a wealth-building platform
  5. where most investors go wrong and don’t succeed financially

Continue reading “The Millionaire Teacher: How to begin saving and building wealth – with Andrew Hallam”

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Tradestreaming Cascade: The News You Need To Know (Week Of October 23, 2011)

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Every week, I send out an email (free) to my subscribers summarizing the must-see events of the past week. It’s everything about the intersection of technology, social media and investing.

Sign up in the sidebar, at the end of this post, or by going here.

You’ll get your 1st issue on Sunday.:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::

Investment Products

Online banking keeps customers on hook for fees (NYT)
October 16, 2011

Big banks are struggling and their taking it out on their customers.  How long will the currently banked continue to put up with this?  BankSimple +1.

Social Media, Technology and Investing

The optimal software free trial strategy (SSRN)
Posted October 4, 2011

Lots of new investment startups and newsletters employ a free trial strategy to increase paid conversions.  Do you go full features for X days or limited features forever?  Here’s the optimal strategy.

The fear index based on social media sentiment looks bullish (MarketPsych)

Research firm MarketPsych has been profiled on Tradestreaming (go here).  Looking at a variety of investor sentiment from thousands of sources, MarketPsych thinks the current market looks bullish.

New app is awesome showcase of stock market data and visualizations (Xignite)
Posted October 14, 2011

StockTouch is a new iOS app that uses a market heat map-type display of breaking stock market movements.  New visualizations like StockTouch promise investors a new way to look at market data/info to aid decision making.

Investment Strategies and Research

Continue reading “Tradestreaming Cascade: The News You Need To Know (Week Of October 23, 2011)”

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Breaking out of short-term investing to build greater value – with Al Rappaport

al rappaport

Investors seem to be more focused on the short term than ever.

You can credit hedge funds and institutional investors having to report performance on a monthly basis. CNBC’s 24/7 coverage of financial news doesn’t help, either.book by Alfred Rappaport

However we got here, many analysts are calling for a return to longer term frameworks for investing — for investors and managers that run the companies they invest in.

Finance professor, Al Rappaport has been analyzing shareholder value since his first paper on the subject in 1965.

His new book, Saving Capitalism from Short Termism: How to Build Long-Term Value and Take Back Our Financial Future is a clarion call to break out of our current myopia and find a way to focus on long term value.

Rappaport joins us on Tradestreaming Radio today.

Listen to the FULL episode

About Alfred Rappaport

shareholder valueAl is a professor emeritus at the Kellogg School of Management where he taught for many years.  He’s the author of numerous other books and papers, many with a focus on maximizing shareholder value.

More resources

Even More Resources

Photo credit: eblaser / VisualHunt / CC BY

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The art of investing in wine, for beginners – by Dini Rao

top fintech stories for 2015

How does a beginner learn about investing in wine?

Well, I went to the source (literally). Dini Rao is currently the VP of Products for exclusive wine site, Lot18 and former Christie’s wine specialist and Amazon’s senior wine buyer.

Dini takes us through the process that professionals go to invest in their choicest finds. From traveling to France to hiring a specialist to looking for value beyond the traditional geographies and labels, this episode was a quick overview of investing in wine.

Check below — we’ve got free invites for Tradestreaming readers.

Continue reading “The art of investing in wine, for beginners – by Dini Rao”

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Using stock screeners to uncover value stocks – with Screener.co’s Lenny Grover

screener

Many smart investors use stock screeners to help filter through thousands of investment candidates. How else can you quickly go through TONS OF DATA?!

We’re going to tell you how to do just that.

Today’s guest on Tradestreaming Radio, Lenny Grover is the founder of Screener.co — really one of the most robust, powerful stock screeners on the market.

It puts the power of institutional research tools like Bloomberg into the hands of all investors — for a fraction of the price.

Lenny talks to us about the need to use technology tools like Screener.co, why and how he developed this software, and actually shares with us his investment methodology as he searches for value stocks.

Lenny’s also giving Tradestreaming listeners a free 60 day (normally only 30) trial of Screener.co.

Kaching, nice bonus.

Drop me a line at zack at tradestreaming.com (where at =@) to request it and we’ll send you out a special code.

GET THE GOODIES BELOW

Continue reading “Using stock screeners to uncover value stocks – with Screener.co’s Lenny Grover”