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Free Educational Webinars

To help you understand and conquer the markets.




Upcoming Webinars

All webinars are free and open to everyone. Register today!

How to Screen and Backtest to Select Stocks Primed to Outperform (Intro)
An introduction to screening and backtesting and their potential to select assets for your portfolio.

• What is the potential of screening?
• How to run a screen that works.
• Why backtest?
• Quick addition of a ranking formula.
• Applications of rolling backtest.
How to Use Ranking to Select Stocks Primed to Outperform (Intro)
An introduction to ranking and its intrinsic potential to select assets for your portfolio.

• What is the potential of ranking systems?
• What is the difference between ranking and screening?
• Your first ranking system.
• Backtest your ranking systems.
Strategy Simulation: Create and Simulate an Investing Strategy (Intro)
An introduction to strategy simulations. Create buy and sell rules, apply a ranking system and see how your strategy performed in the past.

• What are simulations?
• How to add buy and sell rules.
• Add a ranking system.
• Set a rebalance method.
• Backtest and evaluate your strategy.
Strategy Design: Part 1 - A Roadmap From "What now?" to "I got it!"
Marc Gerstein, Director of Research at Chaikin Analytics and Consultant to Portfolio123, will help you make choices about what you will do.

• Why stocks behave as they do — what makes them tick;
• What makes or breaks value;
• Why and how so-called overpriced stocks can actually be safer to own;
• How to use Portfolio123 data, which necessarily comes from the past, to give you clues to what may unfold in the future.

Select one or more dates

Previous Webinars

Watch one of our previous webinars at a time that best suits you!
How to Screen and Backtest to Select Stocks Primed to Outperform (Intro)
How to Use Ranking to Select Stocks Primed to Outperform (Intro)
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