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S&P 500 powers higher – Quant Portfolios made all time highs – Update 06/01/26
Quant Weekly – Up over 72% since June 2025 Quant 30 – Up over 78% since June 2025 Legacy – Up over 401% since April 2023 Education – Pattern Day Trader (PDT) rules change on June 4, 2026
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A Random Walk Down Wall Street by Burton Malkiel
highlights from the best selling book A Random Walk Down Wall Street by Burton Malkiel. The book was first published in 1973. Mr. Malkiel shows why an individual who saves consistently over time and buys a diversified set of index funds can achieve above-average investment results. In his updated version, he addresses current investment fads…
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Top Quant Stock Pick This Week – May 28, 2026
Selection for this week Some Pros about the stock Some Cons about the stock Criteria for choosing The previous selections
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Paid Subscriber – Quant Model Portfolios resume their rise – Update 05/26/26
Quant Weekly – Up over 65% since June 2025 Quant 30 – Up over 69% since June 2025 Legacy – Up over 380% since April 2023 Changes to the Quant Portfolios Top Quant Stocks – Energy Education – Pattern Day Trader (PDT) rules change on June 4, 2026 Quick Links – at the bottom of…
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S&P 500 higher – Quant Portfolios resume rise – Update 05/26/26
Quant Weekly – Up over 65% since June 2025 Quant 30 – Up over 69% since June 2025 Legacy – Up over 380% since April 2023 Education – When a stock announces a stock split, is there a good way to profit from this? Quick Links – At the bottom of the Post
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The Most Important Thing by Howard Marks
The Most Important Thing explains the keys to successful investment and the pitfalls that can destroy capital or ruin a career. Utilizing passages from his memos to illustrate his ideas, Marks teaches by example, detailing the development of an investment philosophy that fully acknowledges the complexities of investing and the perils of the financial world.…
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Paid Subscriber – Quant Portfolios finish lower – seven week win streak ends – Update 05/18/26
Quant Weekly – Up over 62% since June 2025 Quant 30 – Up over 64% since June 2025 Legacy – Up over 390% since April 2023 Changes to the Quant Portfolios Top Quant Stocks – IT without semiconductors Bonus scan – 6 Stocks For The Mid-Term Year And Market Uncertainty Education – When a stock…
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Small caps sell off – S&P500 unchanged – Model Portfolios down a bit – Update 05/18/26
Quant Weekly – Up over 62% since June 2025 Quant 30 – Up over 64% since June 2025 Legacy – Up over 390% since April 2023 Education – Why shorting stocks is not a good idea for most investors. Quick Links – At the bottom of the Post
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Poor Charlie’s Almanack by Charles Munger
Highlights from the best selling book Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger by Charles Munger.
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Paid Subscriber – Quant stock Portfolios up seven weeks straight – Legacy up over 400% – Update 05/11/26
Quant Weekly – Up over 66% since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 350% since April 2023 Sterling Infrastructure (STRL) became a 13 bagger in the Legacy Portfolio this week Changes to the Quant Portfolios Top Quant Stocks – Real Estate Bonus scan – Top 6…
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USA stock market powers higher – Quant stock Portfolios up seven weeks straight – Update 05/11/26
Quant Weekly – Up over 66% since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 400% since April 2023 Sterling Infrastructure (STRL) became a 13 bagger in the Legacy Portfolio this week Education – Is sell in May and go away a viable investment strategy?
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The Little Book That Still Beats the Market by Joel Greenblatt
The Little Book That Still Beats the Market by Joel Greenblatt
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Paid Subscriber – Quant Portfolios up for six weeks straight – Make all time highs – Update 05/04/26
Quant Weekly – Up over 57% since June 2025 Quant 30 – Up over 58% since June 2025 Legacy – Up over 300% since April 2023 Changes to the Quant Portfolios Top Quant Stocks – Top Healthcare excluding BioTechnology, Education – Is sell in May and go away a viable investment strategy?
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S&P500 up five weeks in a row – Quant Portfolios make another all time high – Update 05/04/26
Quant Weekly – Up over 57% since June 2025 Quant 30 – Up over 58% since June 2025 Legacy – Up over 300% since April 2023 Education – What is going on in private credit? A memo from Howard Marks 4/6/26
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Paid Subscriber – Quant portfolios make all time highs – Update 04/27/26
Quant Weekly – Up over 54% since June 2025 Quant 30 – Up over 54% since June 2025 Legacy – Up over 290% since April 2023 Changes to the Quant Portfolios Top Quant Stocks – Top Materials Sector Stocks Education – What is going on in private credit? A memo from Howard Marks 4/6/26
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S&P500 near all time highs – Quant portfolios make all time highs – Update 04/27/26
Quant Weekly – Up over 54% since June 2025 Quant 30 – Up over 55% since June 2025 Legacy – Up over 290% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for three months?
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Paid Subscriber – S&P500 rallies again – All Quant Portfolios above 50% – Update 04/20/26
Quant Weekly – Up over 50% since June 2025 Quant 30 – Up over 50% since June 2025 Legacy – Up over 280% since April 2023 No Changes to the Quant Portfolios Top Quant Stocks – Top Semiconductor and chip manufacturers Education – What would be the impact to the US economy if the Strait…
Position Trader
Swing Trading at the next level up
