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 It is no longer actively maintained or updated.
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 It is no longer actively maintained or updated.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
Tickers in this strategy: $SPHQ, $IVE, $IVW, $SPLV, $SPMO, $IWM
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
A subscription is required in order to access this content.
We accept crypto via BitPay for yearly subscriptions.
Choose one of our yearly plans to save nearly 15%
Macro + Crypto
FSI Pro
The Complete Package
FSI Macro + FSI Crypto
billed anually
Select
First Month Free!
Macro + Crypto
FSI Pro
The Complete Package
FSI Macro + FSI Crypto
billed anually
Select
First Month Free!
Macro
FSI Macro
billed anually
Select
First Month Free!
Real-time market commentary about macro and crypto events from our research
heads.
Webinars and Media
Daily 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!
Research
The best market research out there -- on a near-daily basis.
These are released periodically after crucial market developments.
Daily commentary on market trends and short term opportunities.
Weekly update on developments in Washington DC and how they may impact Wall
Street.
Weekly summary of market events and updates on our key theses.
A multi-faceted update of earnings developments.
Highlights timely market themes and sectors with corresponding stocks,
cutting through the day-to-day market “noise” for a distinct perspective.
Stock Lists
Thematic investment stock picks that aim to outperform the S&P 500.
A sector allocation strategy that is designed to outperform the S&P 500
while
taking minimal risk.
Technically 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
Macro
FSI Macro
billed anually
Select
First Month Free!
Real-time market commentary about macro and crypto events from our research
heads.
Webinars and Media
Daily 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!
Research
The best market research out there -- on a near-daily basis.
These are released periodically after crucial market developments.
Daily commentary on market trends and short term opportunities.
Weekly update on developments in Washington DC and how they may impact Wall
Street.
Weekly summary of market events and updates on our key theses.
A multi-faceted update of earnings developments.
Highlights timely market themes and sectors with corresponding stocks,
cutting through the day-to-day market “noise” for a distinct perspective.
Stock Lists
Thematic investment stock picks that aim to outperform the S&P 500.
A sector allocation strategy that is designed to outperform the S&P 500
while
taking minimal risk.
Technically 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
Crypto
FSI Crypto
billed anually
Select
First Month Free!
Real-time market commentary about macro and crypto events from our research
heads.
Webinars and Media
Ongoing webinars exploring crypto opportunities, in depth research, and
exclusive research offerings from our team of analysts and leading cryptocurrency firms.
Digestible videos expanding on important market events and metrics that are
shaping cryptocurrency markets.
Research
Stay on top of the crypto markets with macro commentary, technical analysis,
and
the most relevant news.
Hear directly from Tom Lee about important cryptocurrency developments.
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical
Strategy
highlights important price movement to help give you an edge.
A must-read summarizing our key thoughts about the crypto market, price
action,
and developing trends.
Are 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!
Our 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
Crypto
FSI Crypto
billed anually
Select
First Month Free!
Real-time market commentary about macro and crypto events from our research
heads.
Webinars and Media
Ongoing webinars exploring crypto opportunities, in depth research, and
exclusive research offerings from our team of analysts and leading cryptocurrency firms.
Digestible videos expanding on important market events and metrics that are
shaping cryptocurrency markets.
Research
Stay on top of the crypto markets with macro commentary, technical analysis,
and
the most relevant news.
Hear directly from Tom Lee about important cryptocurrency developments.
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical
Strategy
highlights important price movement to help give you an edge.
A must-read summarizing our key thoughts about the crypto market, price
action,
and developing trends.
Are 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!
Our 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
