Research
Read the English studies, including how each test was run, what it found, and what remains uncertain.
Read every study without an account. The dates below are the English publication dates.
Search full public articles and the public previews of members-only articles.
- Open access What did your account earn? A guide to time-weighted return Deposits can lift a brokerage balance without producing investment gains. Learn how time-weighted return separates the two, and why the benchmark, dates and drawdowns still matter.
- Open access Does giving AI more time to think improve stock selection? Higher AI reasoning effort lifted a simulated account’s ending balance by $244.81. With the number of picks held constant, the higher-effort picks did worse against the benchmark.
- Open access Did portfolios of financially strong companies beat the S&P 500 after costs? A quality screen helped rank stocks in historical data. The corrected portfolio estimates were positive against the S&P 500 benchmark after costs, but both confidence intervals included zero.
- Open access Can 20 whole-share stock positions replicate a momentum ETF? A 100-stock replica tracked SPMO closely. A 20-stock basket using whole shares fell short in a separate account test. Here is where the target weights broke down.
- Open access Can a cap on stocks that move together improve returns? We tested two ways to limit purchases of stocks that move together. Neither test gave us enough evidence to pick a cap.