Who We Are
Strategy
Historical Returns
Finance 101
Login
RESEARCHERS at Yale appear to have solved a big problem for mutual fund rating systems. In doing so, the research team may have also found a better way to pick winning stock funds.
---
The New York Times
The Kalman filter: could it be the Holy Grail?
---
Financial Advisor Magazine
Model Portfolio Historical Performance
Returns from a Holding Period Strategy
If I first invested in the Alpha Investment Opportunities model portfolio on
01/03/2005
02/01/2005
03/01/2005
04/01/2005
05/02/2005
06/01/2005
07/01/2005
08/01/2005
09/01/2005
10/03/2005
11/01/2005
12/01/2005
01/03/2006
02/01/2006
03/01/2006
04/03/2006
05/01/2006
06/01/2006
07/03/2006
08/01/2006
09/01/2006
10/02/2006
11/01/2006
12/01/2006
01/03/2007
02/01/2007
03/01/2007
04/02/2007
05/01/2007
06/01/2007
07/02/2007
08/01/2007
09/04/2007
10/01/2007
11/01/2007
12/03/2007
01/02/2008
02/01/2008
03/03/2008
04/01/2008
05/01/2008
06/02/2008
07/01/2008
08/01/2008
and then switched into the new model portfolio every
1
2
3
4
5
6
7
8
9
10
11
12
13
months my portfolio's performance to date would be:
Contact Us
Alpha Investment Opportunities
Copyright © 2004 - 2005
All Rights Reserved
