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Our renowned quantitative research measures actively-managed portfolios against passive index-fund investing.
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Apply data-driven insights to options trading.
Research suggests quantitative strategies can outperform “market-agnostic” strategies with regard to total return, risk-adjusted return, and max drawdown.
Trading S&P 500 options using the s1 signal yielded 49% greater total return, 315% greater risk-adjusted return and 69% shallower max drawdown.
Based on SPX short put 45-DTE 5-delta trades from Jan 3 2007 to Jul 30 2021 when signal is true vs opening a position every trading day. Past performance is no guarantee of future results.
Trading Gold options using the s2 signal yielded 67% greater total return, 142% greater risk-adjusted return and 45% shallower max drawdown.
Based on GLD short put 7-DTE 30-delta trades from Jul 1 2010 to Nov 30 2021 when signal is true vs opening a position every trading day. Past performance is no guarantee of future results.
Trading Russell 2000 options using the s4 signal yielded 68% greater total return, 192% greater risk-adjusted return and 43% shallower max drawdown.
Based on RUT short put 45-DTE 5-delta trades from Jan 3 2007 to Aug 31 2022 when signal is true vs opening a position every trading day. Past performance is no guarantee of future results.
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Optimize your tax liabilities and retirement benefits.
Download easy-to-use spreadsheets that can help you identify, forecast and optimize sources of US tax liability, estimate Social Security benefits, and understand how benefits are impacted by early or delayed retirement, changes in earned-income, and more.
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