📅 2024-01-13 — Session: Explored Investment Strategies and Money Market Funds
🕒 16:45–18:40
🏷️ Labels: Investment, Money Market Funds, Rotational Investing, Interactive Brokers, Non-U.S. Investors
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to explore various investment strategies, focusing on tactical asset allocation, rotational investing, value investing, and the role of money market funds in investment portfolios.
Key Activities
- Discussed tactical asset allocation, rotational investing, and value investing, providing definitions and approaches.
- Outlined a rotational investing strategy using momentum detection with Python and Pandas.
- Provided an overview of money market funds, including liquidity, types, and regulatory framework.
- Reflected on the impact of Federal Reserve’s monetary policy on money market funds and potential yield fluctuations.
- Discussed investment strategies for money market funds for non-U.S. residents and through Interactive Brokers.
- Provided guidance on financial derivatives and tailored investment suggestions based on Interactive Brokers’ requirements.
- Outlined key documents and tax compliance for non-U.S. investors using Interactive Brokers.
Achievements
- Clarified the role and strategies of money market funds in portfolios.
- Developed a clear understanding of rotational investing and its implementation.
- Identified key documents and compliance requirements for non-U.S. investors.
Pending Tasks
- Further research into tactical asset allocation and value investing strategies.
- Explore additional platforms for non-U.S. residents to invest in money market funds.