Jason Huang

At Alpha Theory, we know applying a disciplined process to sizing positions increases returns. Our research shows that a portfolio using Alpha Theory’s optimal position sizing outperformed clients’ actual sizing by an average of 4.3%​ ​ Our customizable rules engine generates probability-weighted optimal position sizes based on custom firm-level rules, price targets, conviction levels, and other inputs to build a portfolio with the highest potential return.​ ​ Learn more about our platform solutions here > https://lnkd.in/gSg-SanN 

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Investment Banking Hiring: Summer Job Search Strategies - https://lnkd.in/gwY-9sqd Navigate the summer slowdown in investment banking hiring. Learn how to maximize your job search efforts and position yourself for success.

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ETF subreddits are on the rise… How does this affect financial advisors? 3 ETFs with dedicated subreddits: r/qyldgang - discussions around covered call ETFs and income strategies, the name comes from Global X Nasdaq 100 Covered Call ETF (QYLD) r/TQQQ - discussions around ProShares UltraPro QQQ ETF (TQQQ), a leveraged ETF targeting 3x the daily return of the NASDAQ 100 index. r/ARKinvestorsclub - populated by Cathie Wood fans, the fund manager behind ARK Invest suite of ETFs [Linked the reference article in the comments if you want to read more] It's fascinating to see the emergence of new channels that financial advisors must now navigate and incorporate into their strategies. From social media to online forums, the evolving landscape of financial communication requires advisors to be agile and adaptable. These online communities are democratizing access to financial information, enabling people to share knowledge, experiences, and ideas in real-time. With individuals helping each other out, sharing insights, and learning from each other's successes and failures, how should financial advisors join the game and play it well? For a long time the financial industry has been traditional and opaque, but now there is more transparency than ever before. This shift also raises important questions about social compliance for financial advisors. As the industry evolves, how can advisors ensure they're staying compliant with regulatory requirements while leveraging social media to build their business? What are some ways financial advisors can use online forums to their advantage? #ETFs #Subreddits #FinancialAdvisors 

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