Behavioral Finance Archives - Fundopedia

Alternative Investments…

Key Differences in Economic Trends: 2021-2025 vs 1970s

31 Jul 2025July 31, 2025

Long-Horizon Return Series: GFD, CRSP, Shiller, Bridgewater Global Financial Data (GFD) provides some of the most extensive datasets available, including fixed-income, equity, inflation, and macroeconomic data that date back centuries,…

Alternative Investments…

Unlocking Profit in Sports: Investment Strategies Revealed

11 Apr 2025April 13, 2025

Sports investing has seen significant growth in recent years as franchises, leagues, media rights, and brand-driven businesses (such as sports apparel and streaming) increase in value. What was once limited…

Artificial Intelligence…

AI-Powered Stock Forecasting Model in Vietnam

26 Mar 2025March 27, 2025

The goal of our quantitative model is to predict short-to-medium-term stock price direction and risk-adjusted return potential. We combine top-down macro views with bottom-up stock selection, enhanced by data-driven and…

Asset Allocation…

Advances in Investment Portfolio Management: November 12, 2020

12 Nov 2020November 5, 2024

Portfolio management refers to the selection of securities and their continuous shifting in the portfolio for optimizing the return and maximizing the wealth of an investor by analyzing the strengths,…

Behavioral Finance…

A Couple Lessons Learned from Recent Experience

22 Jan 2015January 22, 2015

Not only did the investing herd have the outlook for rates wrong, but it was uniformly inquiring about the wrong thing. Asset prices are often set to allow for the…

Asset Allocation…

Why Market Timers Fail?

20 Nov 2013September 14, 2022

The stock market has seasonal effects and calendar anomalies, such as the so-called January effect, the Halloween effect, the best six-month strategy and the presidential election cycle. Seasonal and cyclical…

Asset Allocation…

Strategic Asset Allocation for Individual Investors

In developing strategic asset allocation, investors establish exposures to the asset classes agreed on their Investment Policy Statement (IPS); strategic asset allocation integrates investors’ financial objectives, risk tolerance, and investment…

Behavioral Finance…

The Halloween Effect Revisit

4 Nov 2013January 23, 2024

Historically, stocks tend to outperform in November, stall in December and January, and then resume higher in February and March. Stock markets have seasonal effects and calendar anomalies, which challenge…

Alternative Investments…

Summary on Technical Analysis of Commodities

3 Jul 2013July 17, 2025

Technical analysis is popular among commodities managers since they tend to be short-term traders. They look for temporary profit opportunities - futures contracts usually have short expiration periods. Technical analysis…

Asset Allocation…

Behavioral Portfolio versus Mean-Variance Portfolio

19 Oct 2012September 14, 2022

Investors that follow the mean-variance portfolio (MVT) theory (Markowitz, 1952) determine optimal aggregate portfolios on the efficient frontier by balancing risk aversion and return preference. Many investors have difficulty specifying…

Behavioral Finance…

Expectations Investing – Be A Strategic Consultant

1 Oct 2012August 26, 2025

Psychology plays a dominant and self-fulfilling role in successful investing and economic growth: if people think things will be positive in the future, they will spend and invest; if they…

Behavioral Finance…

Time Series Momentum, Cross-Sectional Momentum, Market Return Drivers

10 Aug 2012July 20, 2023

Traditionally, annualized return volatility is believed to decrease over long periods because of mean reversion. In fact, stocks are more volatile over long periods because of parameter uncertainty. In order…

Behavioral Finance…

Investor Sentiment and Stock Return Anomalies

30 Jul 2012March 31, 2025

Investor sentiment refers to the propensity of individuals to trade on “noise” and emotions rather than fundamentals. As a contrarian stock market indicator, investor sentiment affects stock prices. Indicators that…

Behavioral Finance

Emotional Investing & Financial Emotional Intelligence

25 Jul 2012March 31, 2025

Conventional theories are grounded in the assumption that investors make rational decisions. Behavioral finance and emotional investing counter such notion by suggesting that emotions and gut reactions influence investment decisions…