A Ticker A Day: Backtesting Cap-Weighting of the ATAD Portfolio ResultsListen now (7 min) | I’m still noodling on whether a market cap weighted approach is the way to go forward in 2021. I’m curious to see how much better my return would have been if I had taken that approach to position sizing in 2020. Fortunately, I can simply re-play my trades i…
A Ticker A Day: 2020 Year End ReviewListen now (10 min) | As the year 2020 runs down the clock, I want to thank you all for your readership this year. I’ve been quiet these last few month…
Danielle Morrill
This page provides a chronological overview of the ATAD portfolio mechanics and methodology, and any changes I’ve made to my approach over time. 2020 I…
Danielle Morrill
A Ticker A Day: Autodesk Inc ($ADSK)Listen now (4 min) | Hello from Santa Fe, New Mexico where I’m enjoying a crackling fire on our last full day of this 9 week long road trip. We’re stay…
Danielle Morrill
Alliance Data Systems ($ADS) — A Ticker A DayListen now (5 min) | Alliance Data Systems (www.alliancedata.com) is a consumer data company based in Columbus, Ohio. They build profiles of people bas…
Danielle Morrill
Whoa Nelly... Hitting the Reset Button After Too Much Transacting in SeptemberListen now (3 min) | Hello from Scottsdale, AZ and week #6 of our road trip adventures. The nights are gorgeous here, and we saw a beautiful moon set o…
Danielle Morrill
Clarifying Portfolio Strategy & ControlsListen now (10 min) | Hello from Lake Tahoe! We are on the road again, and I’m taking advantage of the slightly better AQI in the early morning to have…
Danielle Morrill
A Ticker A Day - Aduro Biotech Inc. ($ADRO)Listen now (8 min) | Harvest season has begun in the gardens of Chez Morrill, and I spent most of Sunday dicing vegetables and learning how canning wor…
Danielle Morrill
See all