Stock Strategies

Academic-backed equity trading strategies with detailed implementation guides. From day trading setups to position trading systems.

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Factor Investing

Value Factor

Buy undervalued stocks with high book-to-market ratios. One of the most documented anomalies in finance.

Long/ShortPosition TradingIntermediate
Fama & French (1992)
~4% premium
Factor Investing

Price Momentum

Buy recent winners, sell recent losers. Exploits the tendency of stocks to continue their recent performance trajectory.

Long/ShortPosition TradingIntermediate
Jegadeesh & Titman (1993)
~12% annually
Factor Investing

Low-Volatility Anomaly

Buy low-volatility stocks, avoid high-volatility stocks. Lower risk has historically meant higher risk-adjusted returns.

Long/ShortPosition TradingIntermediate
Ang et al. (2006)
~6% alpha
Technical

Implied Volatility

Use option implied volatility changes to predict stock returns. Rising call IV signals good news; rising put IV signals bad news.

Long/ShortSwing TradingAdvanced
An et al. (2014)
~1% / month
Event Driven

Earnings Momentum

Trade post-earnings announcement drift using Standardized Unexpected Earnings (SUE). Buy earnings beats, short earnings misses.

Long/ShortSwing TradingIntermediate
Chan, Jegadeesh & Lakonishok (1996)
~8% / quarter
Factor Investing

Multifactor Portfolio

Combine multiple factors like value and momentum for diversified risk premiums. Negatively correlated factors provide powerful diversification.

Long/ShortPosition TradingIntermediate
Asness, Moskowitz & Pedersen (2013)
Smoother returns
Factor Investing

Residual Momentum

Use regression residuals instead of raw returns for purer momentum signal. Removes factor exposure for reduced crash risk.

Long/ShortPosition TradingAdvanced
Blitz, Huij & Martens (2011)
Lower drawdowns
Mean Reversion

Pairs Trading

Trade mean reversion between correlated stock pairs. Dollar-neutral strategy that profits from spread convergence.

Long/ShortSwing TradingIntermediate
Gatev, Goetzmann & Rouwenhorst (2006)
~11% annually
Mean Reversion

Mean-Reversion Cluster

Generalize pairs trading to N correlated stocks. Short outperformers, buy underperformers within a sector or industry cluster.

Long/ShortSwing TradingIntermediate
Avellaneda & Lee (2010)
Sector-neutral alpha
Mean Reversion

Weighted Regression Mean-Reversion

Use weighted regression to remove factor exposures and trade purer residuals. Volatility-weighted estimation for cleaner signals.

Long/ShortSwing TradingAdvanced
Avellaneda & Lee (2010)
Factor-neutral alpha
Technical

Donchian Channel

Buy at channel floor, sell at ceiling. Trade price ranges using T-period highs and lows as support and resistance.

Long/ShortSwing TradingBeginner
Donchian (1960)
Trend capture