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Restrict Your Strategy to a Specific Symbol List?

By Dave Mabe

In this week's episode of Line Your Own Pockets, we have a surprisingly heated discussion about whether to restrict your strategy's universe of symbols or not.

This seemingly simple question has numerous implications.

  • Can you backtest a strategy that trades a symbol list you don't control?

  • Is each symbol in the list weighted equally?

  • Is a symbol list simply a filter?

  • Should you include or exclude ETFs in your strategy?

  • Much more...

Buckle your seat belts, this is the biggest disagreement Michael and I have had on the podcast so far!

We don't come to blows, but pretty close.

Which side do you fall on?

LISTEN NOW ยป

-Dave