Summary:A 3000% gain by a thematic investing basketData is a powerful theme including 3 stocks and 1 cryptoHow to execute the tradeOur fund positions in IPO sympathy plays as a way to play IPOs indirectly. These kinds of plays are also known as thematic investing or thematic investment baskets.The last thematic investment basket, the ‘Coronavirus basket’ resulted in a gain of over 3000%. Companies like Novavax (NVAX) and other pharmaceutical components were largely responsible for the gains.The performance of the BMY-CELG basket is an example of how well a thematic investment basket can outperform the broader market. It’s described in detail in the article titled, ‘Generating Alpha from Information Arbitrage in the Financial Markets with NLP Datasets: 水涨船高’That simply means trading stocks that are moving ‘in sympathy” with another related stock, crypto or global event of some kinds like the ‘Coronavirus basket’ above.Let’s dig right in and let me show you our approach for our ultimate thematic investing basket based on current events.Introducing the ‘Data is the new oil’ thematic investing basket...https://ift.tt/30jL05Y
Submitted September 29, 2020 at 05:37PM
No comments:
Post a Comment