Quantitative Strategy
Research
Quantitative Strategy
Research
This section of FS Insight has been deprecated and is now part of the archive. It is no longer actively maintained or updated. For more information contact us.
Factor Strategy
Our factor product starts with the multi-factor portfolio described above and applies a rules-based, unemotional approach to tilt weight between factors. The goal is to use market-based signals to allocate toward factors that are likely to work going forward. The resulting “dynamic rotation” strategy has outperformed both the static portfolio and the S&P 500. If this is your first time visiting our Factor Strategy, please visit our extensive intro page here.
The table below shows the current weights assigned to each factor in the dynamic rotation strategy. You can find the latest rebalance moves in our latest factor strategy publication February 2023 Factor Commentary.
Most Recent Publications
Factor Strategy
February 2023 Factor Commentary
FACTOR PERFORMANCE REVIEW We track the performance of six factors (growth, quality, low-volatility, momentum, size, and value) as part of our multi-factor strategy. Over the...
Factor Strategy
January 2023 Factor Commentary
FACTOR PERFORMANCE REVIEW We track the performance of six factors (growth, quality, low-volatility, momentum, size, and value) as part of our multi-factor strategy. Over the...
Factor Strategy
December 2022 Factor Commentary
FACTOR PERFORMANCE REVIEW We track the performance of six factors (growth, quality, low-volatility, momentum, size, and value) as part of our multi-factor strategy. Over the...
Factor Strategy
November 2022 Factor Commentary
FACTOR PERFORMANCE REVIEW We track the performance of six factors (growth, quality, low-volatility, momentum, size, and value) as part of our multi-factor strategy. Over the...
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MacroFSI Macrofrom$169/mobilled anuallyFirst Month Free!What's included?Real-time market commentary about macro and crypto events from our research heads.Webinars and MediaDaily video commentary on market conditions & key events.We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!ResearchOn market eventsThese are released periodically after crucial market developments.WeeklyWeekly update on developments in Washington DC and how they may impact Wall Street.Updated bi-weeklyHighlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.Stock ListsUpdated monthlyTechnically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500.And More!Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Get questions answered directly by our research heads and guest speakers.Get access to all the macro research on FS Insight -
MacroFSI Macrofrom$199/mobilled anuallyFirst Month Free!What's included?Real-time market commentary about macro and crypto events from our research heads.Webinars and MediaDaily video commentary on market conditions & key events.We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!ResearchOn market eventsThese are released periodically after crucial market developments.WeeklyWeekly update on developments in Washington DC and how they may impact Wall Street.Updated bi-weeklyHighlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.Stock ListsUpdated monthlyTechnically derived, intermediate-term picks of attractive risk/reward opportunities from the S&P 500.And More!Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Get questions answered directly by our research heads and guest speakers.Get access to all the macro research on FS Insight
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CryptoFSI Cryptofrom$79/mobilled anuallyFirst Month Free!What's included?Real-time market commentary about macro and crypto events from our research heads.Webinars and MediaOngoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.WeeklyDigestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.ResearchDailyStay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.Intra monthHear directly from Tom Lee about important cryptocurrency developments.WeeklyFrom Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.WeeklyA must-read summarizing our key thoughts about the crypto market, price action, and developing trends.WeeklyAre you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!Intra-monthOur consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.And More!Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Get questions answered directly by our research heads and guest speakers.Get access to all the crypto research on FS Insight
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CryptoFSI Cryptofrom$99/mobilled anuallyFirst Month Free!What's included?Real-time market commentary about macro and crypto events from our research heads.Webinars and MediaOngoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.WeeklyDigestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.ResearchDailyStay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.Intra monthHear directly from Tom Lee about important cryptocurrency developments.WeeklyFrom Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.WeeklyA must-read summarizing our key thoughts about the crypto market, price action, and developing trends.WeeklyAre you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!Intra-monthOur consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.And More!Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!Get questions answered directly by our research heads and guest speakers.Get access to all the crypto research on FS Insight