# Swoopr Investment: Strategies
# Scoped content manifest for LLM agents and web crawlers.
# Generated: 2026-10-18
# 659 pages in this section.
# Root index: https://www.getswoopr.com/llms.txt

## Investment Strategy Profiles

- [Trading Strategy Comparison Center](https://www.getswoopr.com/strategies/) ([Markdown](https://www.getswoopr.com/strategies.md)) (WebMCP tool: compare_trading_strategies): Compare trading strategies across stocks and crypto by time horizon, risk, and complexity, from day trading and DCA to short selling and grid bots.
- [0DTE Defined-Risk Spread Strategy Guide](https://www.getswoopr.com/strategies/0dte-defined-risk-spread-strategy/) ([Markdown](https://www.getswoopr.com/strategies/0dte-defined-risk-spread-strategy.md)): A zero-days-to-expiry (0DTE) defined-risk spread trades vertical spreads on index options that expire the same day, selling a credit spread or buying a...
- [0DTE Premium Selling Strategy Guide](https://www.getswoopr.com/strategies/0dte-premium-selling-strategy/) ([Markdown](https://www.getswoopr.com/strategies/0dte-premium-selling-strategy.md)): 0DTE premium selling sells index options expiring the same day, usually as iron condors or strangles with strikes outside the expected move, to collect the...
- [1031 Exchange Strategy Guide](https://www.getswoopr.com/strategies/1031-exchange-strategy/) ([Markdown](https://www.getswoopr.com/strategies/1031-exchange-strategy.md)): A 1031 exchange, named for the section of the US tax code, lets an investor sell investment real estate and defer the capital gains tax by reinvesting the...
- [130/30 Strategy Guide](https://www.getswoopr.com/strategies/130-30-strategy/) ([Markdown](https://www.getswoopr.com/strategies/130-30-strategy.md)): A 130/30 strategy holds long positions worth 130 percent of the portfolio's capital and short positions worth 30 percent, so the net market exposure stays...
- [4% Rule Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/4-rule-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/4-rule-withdrawal-strategy.md)): The 4 percent rule withdraws 4 percent of the portfolio in the first year of retirement and the same dollar amount adjusted for inflation each year after, a...
- [50/50 Portfolio Strategy Guide](https://www.getswoopr.com/strategies/50-50-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/50-50-portfolio.md)): A 50/50 portfolio holds half its assets in stocks and half in bonds, rebalanced back to equal weights on a schedule, giving a balanced investor roughly half...
- [70/30 Portfolio Strategy Guide](https://www.getswoopr.com/strategies/70-30-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/70-30-portfolio.md)): A 70/30 portfolio holds 70 percent in stocks and 30 percent in bonds, rebalanced to those weights on a schedule, sitting between the 60/40 and 80/20...
- [80/20 Portfolio Strategy Guide](https://www.getswoopr.com/strategies/80-20-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/80-20-portfolio.md)): An 80/20 portfolio holds 80 percent in stocks and 20 percent in bonds, rebalanced to those weights, for investors with long horizons who want nearly the...
- [Absolute Momentum Strategy Guide](https://www.getswoopr.com/strategies/absolute-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/absolute-momentum-strategy.md)): An absolute momentum strategy holds a risky asset, such as a stock index, only while its trailing return over a lookback period, usually 12 months, exceeds...
- [Activist Investing Strategy Guide](https://www.getswoopr.com/strategies/activist-investing/) ([Markdown](https://www.getswoopr.com/strategies/activist-investing.md)): Activist investing takes a meaningful stake in a company and pushes management or the board to change strategy, capital allocation, governance or...
- [Activist Value Investing Strategy Guide](https://www.getswoopr.com/strategies/activist-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/activist-value-investing.md)): Activist value investing buys a significant stake in an undervalued company and then uses the rights of ownership, such as board nominations, shareholder...
- [Adaptive Trend Following Strategy Guide](https://www.getswoopr.com/strategies/adaptive-trend-following/) ([Markdown](https://www.getswoopr.com/strategies/adaptive-trend-following.md)): Adaptive trend following adjusts the lookback length, the position size or the entry threshold of a trend system according to current market conditions...
- [ADR Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/adr-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/adr-arbitrage.md)): ADR arbitrage trades the price difference between a company's American depositary receipts in the United States and its ordinary shares on the home...
- [Advance-Decline Breadth Strategy Guide](https://www.getswoopr.com/strategies/advance-decline-breadth-strategy/) ([Markdown](https://www.getswoopr.com/strategies/advance-decline-breadth-strategy.md)): An advance-decline breadth strategy uses the number of rising stocks versus falling stocks across the market, typically through the cumulative...
- [After-Hours Trading Strategy Guide](https://www.getswoopr.com/strategies/after-hours-trading-strategy/) ([Markdown](https://www.getswoopr.com/strategies/after-hours-trading-strategy.md)): An after-hours trading strategy trades in the extended sessions before the open and after the close, when liquidity is thin and only limit orders are...
- [Agricultural Commodity Strategy Guide](https://www.getswoopr.com/strategies/agricultural-commodity-strategy/) ([Markdown](https://www.getswoopr.com/strategies/agricultural-commodity-strategy.md)): An agricultural commodity strategy holds exposure to grains, oilseeds, livestock and softs such as coffee, sugar and cotton, through futures or an...
- [All-Weather Portfolio Strategy Guide](https://www.getswoopr.com/strategies/all-weather-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/all-weather-portfolio.md)): The All-Weather portfolio is a fixed allocation designed to hold up across growth, recession, inflation and deflation by balancing the risk, not the...
- [Alternative & Institutional Strategies](https://www.getswoopr.com/strategies/alternative-and-institutional/) ([Markdown](https://www.getswoopr.com/strategies/alternative-and-institutional.md)): Strategies typically used by institutional investors, family offices, and sophisticated individuals, including hedge fund approaches, managed futures, and alt
- [Alternative Risk Premia Portfolio Strategy Guide](https://www.getswoopr.com/strategies/alternative-risk-premia-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/alternative-risk-premia-portfolio.md)): An alternative risk premia portfolio combines systematic long-short strategies that harvest documented premiums beyond the equity and bond markets, such as...
- [Anti-Martingale Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/anti-martingale-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/anti-martingale-position-sizing.md)): Anti-martingale position sizing increases position size after wins and decreases it after losses, the opposite of the martingale approach of doubling after...
- [Arbitrage & Relative Value Strategies](https://www.getswoopr.com/strategies/arbitrage-and-relative-value/) ([Markdown](https://www.getswoopr.com/strategies/arbitrage-and-relative-value.md)): Strategies that seek to profit from price differences or mispricings between related instruments, including merger arbitrage, statistical arbitrage, and pairs
- [Art Investing Strategy Guide](https://www.getswoopr.com/strategies/art-investing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/art-investing-strategy.md)): An art investing strategy allocates part of a portfolio to fine art, either through direct ownership of works or through fractional platforms and funds...
- [Asset-Based Value Investing Strategy Guide](https://www.getswoopr.com/strategies/asset-based-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/asset-based-value-investing.md)): Asset-based value investing values a company by what its assets would be worth if sold or liquidated, such as net current assets, real estate, inventory and...
- [Asset-Liability Matching Strategy Guide](https://www.getswoopr.com/strategies/asset-liability-matching/) ([Markdown](https://www.getswoopr.com/strategies/asset-liability-matching.md)): Asset-liability matching builds a portfolio whose cash flows and interest-rate sensitivity are matched to a known set of future liabilities, such as pension...
- [Asset Location Strategy Guide](https://www.getswoopr.com/strategies/asset-location/) ([Markdown](https://www.getswoopr.com/strategies/asset-location.md)): Asset location decides which account type holds each asset class: tax-inefficient assets such as taxable bonds and REITs go in tax-deferred accounts, while...
- [Asymmetric Rebalancing Bands Strategy Guide](https://www.getswoopr.com/strategies/asymmetric-rebalancing-bands/) ([Markdown](https://www.getswoopr.com/strategies/asymmetric-rebalancing-bands.md)): Asymmetric rebalancing bands set different thresholds for rebalancing an asset depending on the direction of its drift, such as trimming stocks when they...
- [ATR Breakout Strategy Guide](https://www.getswoopr.com/strategies/atr-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/atr-breakout-strategy.md)): An ATR breakout strategy enters when price moves beyond its recent close by a multiple of the average true range, for example 1.5 times the 14-day ATR...
- [ATR Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/atr-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/atr-position-sizing.md)): ATR position sizing sets the number of shares or contracts for a trade by dividing the dollar amount the trader is willing to risk by a multiple of the...
- [Automatic Contribution Escalation Strategy Guide](https://www.getswoopr.com/strategies/automatic-contribution-escalation/) ([Markdown](https://www.getswoopr.com/strategies/automatic-contribution-escalation.md)): Automatic contribution escalation raises a retirement plan contribution rate by a set amount each year, typically one percentage point, up to a cap, so the...
- [Automatic Investing Strategy Guide](https://www.getswoopr.com/strategies/automatic-investing/) ([Markdown](https://www.getswoopr.com/strategies/automatic-investing.md)): Automatic investing sets up a recurring transfer from a bank account into an investment account with the purchase of a chosen fund on a fixed schedule, so...
- [Backdoor Roth IRA Strategy Guide](https://www.getswoopr.com/strategies/backdoor-roth-ira-strategy/) ([Markdown](https://www.getswoopr.com/strategies/backdoor-roth-ira-strategy.md)): The backdoor Roth IRA strategy makes a nondeductible contribution to a traditional IRA and then converts it to a Roth IRA, which lets a saver whose income...
- [Backwardation Roll Strategy Guide](https://www.getswoopr.com/strategies/backwardation-roll-strategy/) ([Markdown](https://www.getswoopr.com/strategies/backwardation-roll-strategy.md)): A backwardation roll strategy holds long positions in commodity futures whose curves are in backwardation, where later contracts trade below the front, so...
- [Balance-Sheet Strength Investing Strategy Guide](https://www.getswoopr.com/strategies/balance-sheet-strength-investing/) ([Markdown](https://www.getswoopr.com/strategies/balance-sheet-strength-investing.md)): Balance sheet strength investing favors companies with low debt, high cash, strong interest coverage and conservative working capital, on the evidence that...
- [Bankruptcy Claims Investing Strategy Guide](https://www.getswoopr.com/strategies/bankruptcy-claims-investing/) ([Markdown](https://www.getswoopr.com/strategies/bankruptcy-claims-investing.md)): Bankruptcy claims investing buys the claims of creditors against a company in bankruptcy, such as trade payables, lease rejection claims and unsecured...
- [Barbell Portfolio Strategy Guide](https://www.getswoopr.com/strategies/barbell-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/barbell-portfolio.md)): A barbell portfolio holds two extremes and nothing in between: a large allocation to the safest assets, such as Treasury bills and short government bonds...
- [Barbell-to-Bullet Rotation Strategy Guide](https://www.getswoopr.com/strategies/barbell-to-bullet-rotation/) ([Markdown](https://www.getswoopr.com/strategies/barbell-to-bullet-rotation.md)): Barbell-to-bullet rotation shifts a bond portfolio between a barbell (short and long maturities) and a bullet (concentrated at one intermediate maturity) of...
- [Basis Trading Strategy Guide](https://www.getswoopr.com/strategies/basis-trading/) ([Markdown](https://www.getswoopr.com/strategies/basis-trading.md)): Basis trading takes a position in the difference between a futures price and the spot price of the underlying, the basis, buying spot and selling futures...
- [Bear Call Spread Strategy Guide](https://www.getswoopr.com/strategies/bear-call-spread/) ([Markdown](https://www.getswoopr.com/strategies/bear-call-spread.md)): A bear call spread sells a call at one strike and buys a call at a higher strike with the same expiry, collecting a net credit that is kept if the stock...
- [Bear-Market Strategy Guide](https://www.getswoopr.com/strategies/bear-market-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bear-market-strategy.md)): A bear market strategy is the set of rules an investor follows once a sustained decline of 20 percent or more is under way: reducing or hedging equity...
- [Bear Put Spread Strategy Guide](https://www.getswoopr.com/strategies/bear-put-spread/) ([Markdown](https://www.getswoopr.com/strategies/bear-put-spread.md)): A bear put spread buys a put at one strike and sells a put at a lower strike with the same expiry, paying a net debit for a position that profits if the...
- [Bear Ratio Spread Strategy Guide](https://www.getswoopr.com/strategies/bear-ratio-spread/) ([Markdown](https://www.getswoopr.com/strategies/bear-ratio-spread.md)): A bear ratio spread buys one put at a higher strike and sells two or more puts at a lower strike, at the same expiry, often for little or no net cost, so...
- [Behavioral & Decision Rules Strategies](https://www.getswoopr.com/strategies/behavioral-and-decision-rules/) ([Markdown](https://www.getswoopr.com/strategies/behavioral-and-decision-rules.md)): Strategies built around systematic rules that counteract behavioral biases, including decision frameworks, rule-based investing, and systematic rebalancing ap
- [Beta Hedging Strategy Guide](https://www.getswoopr.com/strategies/beta-hedging/) ([Markdown](https://www.getswoopr.com/strategies/beta-hedging.md)): Beta hedging offsets a portfolio's exposure to the overall market by shorting index futures or an index ETF in an amount equal to the portfolio's...
- [Beta Overlay Strategy Guide](https://www.getswoopr.com/strategies/beta-overlay-strategy/) ([Markdown](https://www.getswoopr.com/strategies/beta-overlay-strategy.md)): A beta overlay adjusts a portfolio's market exposure up or down with index futures without changing the underlying holdings, adding futures to raise beta...
- [Betting-Against-Beta Strategy Guide](https://www.getswoopr.com/strategies/betting-against-beta-strategy/) ([Markdown](https://www.getswoopr.com/strategies/betting-against-beta-strategy.md)): Betting against beta goes long low-beta stocks and short high-beta stocks, with the long side levered up and the short side levered down so that both sides...
- [Big Lizard Strategy Guide](https://www.getswoopr.com/strategies/big-lizard/) ([Markdown](https://www.getswoopr.com/strategies/big-lizard.md)): A big lizard sells an at-the-money straddle and buys a call one strike above the straddle's strike, all at the same expiry, collecting a credit larger than...
- [Bitcoin-Only Strategy Guide](https://www.getswoopr.com/strategies/bitcoin-only-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bitcoin-only-strategy.md)): A Bitcoin-only strategy holds Bitcoin as the sole cryptocurrency exposure, on the argument that it has the longest record, the largest market, the most...
- [Bitcoin-Treasury Allocation Strategy Guide](https://www.getswoopr.com/strategies/bitcoin-treasury-allocation-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bitcoin-treasury-allocation-strategy.md)): A bitcoin treasury allocation strategy holds bitcoin as a reserve asset on a company's or an individual's balance sheet, in place of part of the cash that...
- [Bollinger Band Mean-Reversion Strategy Guide](https://www.getswoopr.com/strategies/bollinger-band-mean-reversion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bollinger-band-mean-reversion-strategy.md)): A Bollinger Band mean reversion strategy buys when price closes below the lower band, two standard deviations under a 20-period moving average, and sells...
- [Bollinger Band Squeeze Strategy Guide](https://www.getswoopr.com/strategies/bollinger-band-squeeze-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bollinger-band-squeeze-strategy.md)): A Bollinger Band squeeze strategy waits for the bands to contract to their narrowest width in months, a sign that volatility has compressed, and enters on...
- [Bond Barbell Strategy Guide](https://www.getswoopr.com/strategies/bond-barbell/) ([Markdown](https://www.getswoopr.com/strategies/bond-barbell.md)): A bond barbell holds short-term and long-term bonds with little or nothing in between, so the portfolio's average duration matches a middle maturity while...
- [Bond Bullet Strategy Guide](https://www.getswoopr.com/strategies/bond-bullet/) ([Markdown](https://www.getswoopr.com/strategies/bond-bullet.md)): A bond bullet concentrates bond holdings at a single maturity, or a narrow range around it, so the whole portfolio returns its principal near one date...
- [Bond Carry & Roll Strategy Strategy Guide](https://www.getswoopr.com/strategies/bond-carry-and-roll-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bond-carry-and-roll-strategy.md)): A bond carry and roll strategy chooses bonds by their total expected return if the yield curve does not move, which is the coupon income above the funding...
- [Bond Carry Strategy Guide](https://www.getswoopr.com/strategies/bond-carry-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bond-carry-strategy.md)): A bond carry strategy holds bonds whose yield exceeds the financing or cash rate, earning the difference as long as rates do not move against the position...
- [Bond Immunization Strategy Guide](https://www.getswoopr.com/strategies/bond-immunization/) ([Markdown](https://www.getswoopr.com/strategies/bond-immunization.md)): Bond immunization structures a bond portfolio so that its duration equals the time until a known future payment and its present value equals the payment's...
- [Bond Income Strategy Guide](https://www.getswoopr.com/strategies/bond-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bond-income-strategy.md)): A bond income strategy builds a portfolio of individual bonds or bond funds chosen for the coupon income they pay, spread across issuers, sectors and...
- [Bond Swap Strategy Guide](https://www.getswoopr.com/strategies/bond-swap-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bond-swap-strategy.md)): A bond swap sells one bond and buys another to improve the portfolio on one dimension while holding the others roughly constant, with named variants for...
- [Bond Tent Strategy Guide](https://www.getswoopr.com/strategies/bond-tent-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bond-tent-strategy.md)): A bond tent raises the bond allocation in the years just before and after the retirement date, forming a peak in the bond weight that looks like a tent when...
- [Book Value Investing Strategy Guide](https://www.getswoopr.com/strategies/book-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/book-value-investing.md)): Book value investing buys stocks trading at a low price relative to shareholders' equity per share, the accounting value of assets minus liabilities, on the...
- [Box Spread Strategy Guide](https://www.getswoopr.com/strategies/box-spread/) ([Markdown](https://www.getswoopr.com/strategies/box-spread.md)): A box spread combines a bull call spread and a bear put spread with the same two strikes and expiry, which produces a position that pays exactly the...
- [Breakout Trading System Strategy Guide](https://www.getswoopr.com/strategies/breakout-trading-system/) ([Markdown](https://www.getswoopr.com/strategies/breakout-trading-system.md)): A breakout trading system is a complete set of rules built around price breakouts: the breakout definition (channel, range or volatility based), position...
- [Breakout Trading Strategy Guide](https://www.getswoopr.com/strategies/breakout-trading/) ([Markdown](https://www.getswoopr.com/strategies/breakout-trading.md)): Breakout trading enters when price moves through a defined level, such as a recent high, a consolidation range or a channel boundary, on the expectation...
- [Broad Commodity Index Strategy Guide](https://www.getswoopr.com/strategies/broad-commodity-index-strategy/) ([Markdown](https://www.getswoopr.com/strategies/broad-commodity-index-strategy.md)): A broad commodity index strategy holds a futures-based index covering energy, metals and agriculture, such as the Bloomberg Commodity Index or the S&P GSCI...
- [Broken-Wing Butterfly Strategy Guide](https://www.getswoopr.com/strategies/broken-wing-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/broken-wing-butterfly.md)): A broken wing butterfly is a butterfly with unequal wing widths, usually with the far wing moved further out so that the position is entered for a credit or...
- [BRRRR Strategy Guide](https://www.getswoopr.com/strategies/brrrr-strategy/) ([Markdown](https://www.getswoopr.com/strategies/brrrr-strategy.md)): BRRRR stands for buy, rehab, rent, refinance, repeat: an investor buys a distressed property below market value, renovates it, rents it out, refinances at...
- [Bucket Retirement Strategy Guide](https://www.getswoopr.com/strategies/bucket-retirement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bucket-retirement-strategy.md)): The bucket strategy divides retirement savings by time horizon: a cash bucket for the next one to three years of spending, a bonds bucket for the following...
- [Build America/Taxable Muni Relative Value Strategy Guide](https://www.getswoopr.com/strategies/build-america-taxable-muni-relative-value/) ([Markdown](https://www.getswoopr.com/strategies/build-america-taxable-muni-relative-value.md)): Build America and taxable municipal relative value trades the spread between taxable municipal bonds, including the Build America Bonds issued in 2009 and...
- [Bull Call Spread Strategy Guide](https://www.getswoopr.com/strategies/bull-call-spread/) ([Markdown](https://www.getswoopr.com/strategies/bull-call-spread.md)): A bull call spread buys a call at one strike and sells a call at a higher strike with the same expiry, paying a net debit for a position that profits if the...
- [Bull-Market Strategy Guide](https://www.getswoopr.com/strategies/bull-market-strategy/) ([Markdown](https://www.getswoopr.com/strategies/bull-market-strategy.md)): A bull market strategy governs behavior during a sustained advance: staying invested through the normal corrections, trimming winners back to target...
- [Bull Put Spread Strategy Guide](https://www.getswoopr.com/strategies/bull-put-spread/) ([Markdown](https://www.getswoopr.com/strategies/bull-put-spread.md)): A bull put spread sells a put at one strike and buys a put at a lower strike with the same expiry, collecting a net credit, and keeps the credit if the...
- [Bull Ratio Spread Strategy Guide](https://www.getswoopr.com/strategies/bull-ratio-spread/) ([Markdown](https://www.getswoopr.com/strategies/bull-ratio-spread.md)): A bull ratio spread buys one call at a lower strike and sells two or more calls at a higher strike, at the same expiry, often for little or no net cost, so...
- [Business Cycle Rotation Strategy Guide](https://www.getswoopr.com/strategies/business-cycle-rotation/) ([Markdown](https://www.getswoopr.com/strategies/business-cycle-rotation.md)): Business cycle rotation shifts asset and sector exposure according to the phase of the economic cycle, early expansion, mid-cycle, late cycle and recession...
- [Buy-and-Hold Rental Property Strategy Guide](https://www.getswoopr.com/strategies/buy-and-hold-rental-property-strategy/) ([Markdown](https://www.getswoopr.com/strategies/buy-and-hold-rental-property-strategy.md)): A buy-and-hold rental property strategy purchases residential or small commercial property with a mortgage, rents it out, and holds it for a decade or more...
- [Buy and Hold Strategy Guide](https://www.getswoopr.com/strategies/buy-and-hold/) ([Markdown](https://www.getswoopr.com/strategies/buy-and-hold.md)): Buy and hold purchases a diversified portfolio, usually broad index funds, and keeps it through every market cycle, selling only to rebalance or to spend....
- [Buy-and-Rebalance Strategy Guide](https://www.getswoopr.com/strategies/buy-and-rebalance/) ([Markdown](https://www.getswoopr.com/strategies/buy-and-rebalance.md)): Buy and rebalance holds a fixed-weight portfolio of index funds and restores the target weights on a schedule or when they drift beyond a band, so the...
- [Buy-the-Dip Rules Strategy Guide](https://www.getswoopr.com/strategies/buy-the-dip-rules-strategy/) ([Markdown](https://www.getswoopr.com/strategies/buy-the-dip-rules-strategy.md)): A buy-the-dip rules strategy adds to a position or a broad index only when the price has fallen by a preset amount from a recent high, such as 5, 10 or 20...
- [BuyWrite Strategy Guide](https://www.getswoopr.com/strategies/buywrite-strategy/) ([Markdown](https://www.getswoopr.com/strategies/buywrite-strategy.md)): A buy-write buys shares and simultaneously sells a call against them, the same position as a covered call but entered in one transaction, usually repeated...
- [Calendar Effects Strategy Guide](https://www.getswoopr.com/strategies/calendar-effects-strategy/) ([Markdown](https://www.getswoopr.com/strategies/calendar-effects-strategy.md)): A calendar effects strategy trades the recurring patterns tied to the calendar that researchers have documented, including the turn of the month, the...
- [Calendar Spread Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/calendar-spread-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/calendar-spread-arbitrage.md)): Calendar spread arbitrage trades the price relationship between two futures contracts on the same asset with different expiries, buying one month and...
- [Calendar Straddle Strategy Guide](https://www.getswoopr.com/strategies/calendar-straddle/) ([Markdown](https://www.getswoopr.com/strategies/calendar-straddle.md)): A calendar straddle sells a near-term straddle and buys a longer-dated straddle at the same strike, combining a call calendar and a put calendar, so the...
- [Calendar Strangle Strategy Guide](https://www.getswoopr.com/strategies/calendar-strangle/) ([Markdown](https://www.getswoopr.com/strategies/calendar-strangle.md)): A calendar strangle sells a near-term out-of-the-money call and put and buys a longer-dated call and put at the same strikes, so the position collects the...
- [Call Backspread Strategy Guide](https://www.getswoopr.com/strategies/call-backspread/) ([Markdown](https://www.getswoopr.com/strategies/call-backspread.md)): A call backspread sells one call at a lower strike and buys two or more calls at a higher strike, at the same expiry, usually for a net credit or small...
- [CAN SLIM Investing Strategy Guide](https://www.getswoopr.com/strategies/can-slim-investing/) ([Markdown](https://www.getswoopr.com/strategies/can-slim-investing.md)): CAN SLIM, William O'Neil's method, screens growth stocks on seven criteria: current quarterly earnings growth, annual earnings growth, new products or...
- [Candlestick Pattern Trading Strategy Guide](https://www.getswoopr.com/strategies/candlestick-pattern-trading/) ([Markdown](https://www.getswoopr.com/strategies/candlestick-pattern-trading.md)): Candlestick pattern trading enters on recognized one- to three-bar formations, such as hammers, engulfing bars, dojis and morning stars, that reflect a...
- [Capital Allocation Investing Strategy Guide](https://www.getswoopr.com/strategies/capital-allocation-investing/) ([Markdown](https://www.getswoopr.com/strategies/capital-allocation-investing.md)): Capital allocation investing selects companies by how well management deploys the cash the business generates, judging the record of acquisitions, buybacks...
- [Capital-Gain Budgeting Strategy Guide](https://www.getswoopr.com/strategies/capital-gain-budgeting/) ([Markdown](https://www.getswoopr.com/strategies/capital-gain-budgeting.md)): Capital gain budgeting sets an annual limit on the gains a taxable portfolio will realize, chosen to keep income below a bracket threshold, a surtax...
- [Capital Structure Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/capital-structure-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/capital-structure-arbitrage.md)): Capital structure arbitrage trades mispricings between different securities of the same company, such as its stock, bonds, convertible notes and credit...
- [Carry Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/carry-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/carry-factor-investing.md)): Carry factor investing buys assets whose expected return if prices stay unchanged is high, such as high-yielding currencies, steep-curve bonds, backwardated...
- [Carry Strategy Guide](https://www.getswoopr.com/strategies/carry-strategy/) ([Markdown](https://www.getswoopr.com/strategies/carry-strategy.md)): A carry strategy earns the return an asset delivers if its price does not change, by holding assets with high carry and funding them with or shorting assets...
- [Cash-and-Bond Barbell Strategy Guide](https://www.getswoopr.com/strategies/cash-and-bond-barbell/) ([Markdown](https://www.getswoopr.com/strategies/cash-and-bond-barbell.md)): A cash and bond barbell holds cash and very short instruments at one end and longer-term bonds at the other, with nothing in between, so the portfolio keeps...
- [Cash-and-Carry Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/cash-and-carry-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/cash-and-carry-arbitrage.md)): Cash-and-carry arbitrage buys an asset in the spot market with borrowed money, sells a futures contract on it, and holds the asset to delivery, locking in a...
- [Cash Buffer Strategy Guide](https://www.getswoopr.com/strategies/cash-buffer-strategy/) ([Markdown](https://www.getswoopr.com/strategies/cash-buffer-strategy.md)): A cash buffer strategy holds a fixed reserve of cash or Treasury bills, sized in months or years of spending or as a percentage of the portfolio, so that...
- [Cash-Flow Matching Portfolio Strategy Guide](https://www.getswoopr.com/strategies/cash-flow-matching-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/cash-flow-matching-portfolio.md)): A cash flow matching portfolio holds bonds whose coupon and principal payments arrive in the amounts and on the dates that a known set of future expenses...
- [Cash Overlay Strategy Guide](https://www.getswoopr.com/strategies/cash-overlay-strategy/) ([Markdown](https://www.getswoopr.com/strategies/cash-overlay-strategy.md)): A cash overlay invests a portfolio's idle cash, such as pending contributions, dividend receipts or a manager's frictional balance, in index futures or ETFs...
- [Cash Reserve Retirement Strategy Guide](https://www.getswoopr.com/strategies/cash-reserve-retirement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/cash-reserve-retirement-strategy.md)): A cash reserve retirement strategy holds one to three years of planned withdrawals in cash or Treasury bills alongside an invested portfolio, and draws...
- [Category Leader Investing Strategy Guide](https://www.getswoopr.com/strategies/category-leader-investing/) ([Markdown](https://www.getswoopr.com/strategies/category-leader-investing.md)): Category leader investing buys the dominant company in each market it enters, the one with the largest share, strongest brand or deepest network, on the...
- [CD Ladder Strategy Guide](https://www.getswoopr.com/strategies/cd-ladder/) ([Markdown](https://www.getswoopr.com/strategies/cd-ladder.md)): A CD ladder splits cash across certificates of deposit with staggered maturities, such as one through five years, and reinvests each maturing rung at the...
- [Channel Breakout Strategy Guide](https://www.getswoopr.com/strategies/channel-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/channel-breakout-strategy.md)): A channel breakout strategy enters when price closes outside a channel formed by the highest high and lowest low of a lookback window, such as 20 or 50...
- [Charitable Appreciated-Securities Strategy Guide](https://www.getswoopr.com/strategies/charitable-appreciated-securities-strategy/) ([Markdown](https://www.getswoopr.com/strategies/charitable-appreciated-securities-strategy.md)): A charitable appreciated securities strategy donates stock or fund shares that have risen in value and been held for more than a year directly to a charity...
- [Chart Pattern Breakout Strategy Guide](https://www.getswoopr.com/strategies/chart-pattern-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/chart-pattern-breakout-strategy.md)): A chart pattern breakout strategy trades the completion of classical patterns such as triangles, rectangles, flags, head and shoulders and cup and handle...
- [Checklist-Based Investing Strategy Guide](https://www.getswoopr.com/strategies/checklist-based-investing/) ([Markdown](https://www.getswoopr.com/strategies/checklist-based-investing.md)): Checklist-based investing requires every purchase to pass a written list of questions covering the business, its finances, its valuation, its risks and the...
- [Christmas Tree Spread Strategy Guide](https://www.getswoopr.com/strategies/christmas-tree-spread/) ([Markdown](https://www.getswoopr.com/strategies/christmas-tree-spread.md)): A Christmas tree spread is a butterfly variant using three strikes that are unevenly spaced: with calls, it buys one at a lower strike, skips a strike...
- [Circuit-Breaker Portfolio Rule Strategy Guide](https://www.getswoopr.com/strategies/circuit-breaker-portfolio-rule/) ([Markdown](https://www.getswoopr.com/strategies/circuit-breaker-portfolio-rule.md)): A circuit breaker portfolio rule is a pre-set trigger that cuts the portfolio's risk when a loss threshold is hit, such as reducing equity exposure by half...
- [Closed-End Fund Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/closed-end-fund-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/closed-end-fund-arbitrage.md)): Closed-end fund arbitrage buys a closed-end fund trading at a deep discount to its net asset value and hedges the underlying exposure by shorting a matching...
- [Closed-End Fund Discount Strategy Guide](https://www.getswoopr.com/strategies/closed-end-fund-discount-strategy/) ([Markdown](https://www.getswoopr.com/strategies/closed-end-fund-discount-strategy.md)): A closed-end fund discount strategy buys closed-end funds whose shares trade well below the net asset value of their holdings, expecting to earn the fund's...
- [Closing Auction Strategy Guide](https://www.getswoopr.com/strategies/closing-auction-strategy/) ([Markdown](https://www.getswoopr.com/strategies/closing-auction-strategy.md)): A closing auction strategy routes orders into the exchange's closing cross, the single-price match at the end of the session in which index funds, ETFs and...
- [Cointegration Trading Strategy Guide](https://www.getswoopr.com/strategies/cointegration-trading/) ([Markdown](https://www.getswoopr.com/strategies/cointegration-trading.md)): Cointegration trading pairs two or more securities whose prices share a long-run equilibrium relationship, tested statistically rather than assumed, and...
- [Collectibles Allocation Strategy Guide](https://www.getswoopr.com/strategies/collectibles-allocation-strategy/) ([Markdown](https://www.getswoopr.com/strategies/collectibles-allocation-strategy.md)): A collectibles allocation strategy holds a small share of a portfolio in tangible collectibles such as rare coins, watches, wine, classic cars or trading...
- [Commodities & Precious Metals Strategies](https://www.getswoopr.com/strategies/commodities-and-precious-metals/) ([Markdown](https://www.getswoopr.com/strategies/commodities-and-precious-metals.md)): Strategies focused on gold, silver, oil, agricultural commodities, and other physical resources through direct ownership, futures, ETFs, or related equities.
- [Commodity Basket Investing Strategy Guide](https://www.getswoopr.com/strategies/commodity-basket-investing/) ([Markdown](https://www.getswoopr.com/strategies/commodity-basket-investing.md)): Commodity basket investing holds a diversified group of commodity futures, spanning energy, metals and agriculture, through an index fund or a rules-based...
- [Commodity Carry Strategy Guide](https://www.getswoopr.com/strategies/commodity-carry-strategy/) ([Markdown](https://www.getswoopr.com/strategies/commodity-carry-strategy.md)): A commodity carry strategy is the portfolio implementation of commodity carry: a diversified, market-neutral book of long backwardated and short contangoed...
- [Commodity Carry Strategy Guide](https://www.getswoopr.com/strategies/commodity-carry/) ([Markdown](https://www.getswoopr.com/strategies/commodity-carry.md)): Commodity carry earns the roll yield embedded in futures curves by going long commodities whose curves are in backwardation, where the later contract is...
- [Commodity Curve Roll Strategy Guide](https://www.getswoopr.com/strategies/commodity-curve-roll-strategy/) ([Markdown](https://www.getswoopr.com/strategies/commodity-curve-roll-strategy.md)): A commodity curve roll strategy chooses which contract along a commodity's futures curve to hold, rather than always holding the front month, selecting the...
- [Commodity Inflation Hedge Strategy Guide](https://www.getswoopr.com/strategies/commodity-inflation-hedge/) ([Markdown](https://www.getswoopr.com/strategies/commodity-inflation-hedge.md)): A commodity inflation hedge holds a diversified basket of commodity futures, through an index fund that rolls the contracts, because commodity prices are an...
- [Commodity Momentum Strategy Guide](https://www.getswoopr.com/strategies/commodity-momentum/) ([Markdown](https://www.getswoopr.com/strategies/commodity-momentum.md)): Commodity momentum ranks commodity futures by their trailing returns over 1 to 12 months and buys the strongest while shorting the weakest, a...
- [Commodity Spread Trading Strategy Guide](https://www.getswoopr.com/strategies/commodity-spread-trading/) ([Markdown](https://www.getswoopr.com/strategies/commodity-spread-trading.md)): Commodity spread trading buys one futures contract and sells a related one, either different delivery months of the same commodity (a calendar spread)...
- [Commodity Trend Following Strategy Guide](https://www.getswoopr.com/strategies/commodity-trend-following/) ([Markdown](https://www.getswoopr.com/strategies/commodity-trend-following.md)): Commodity trend following applies a systematic trend rule, such as a moving average or a breakout, to a diversified set of commodity futures including...
- [Completion Portfolio Strategy Guide](https://www.getswoopr.com/strategies/completion-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/completion-portfolio.md)): A completion portfolio is a separately managed sleeve built to fill the gaps left by an investor's other holdings, such as a concentrated stock position or...
- [Compounder Investing Strategy Guide](https://www.getswoopr.com/strategies/compounder-investing/) ([Markdown](https://www.getswoopr.com/strategies/compounder-investing.md)): Compounder investing holds a small number of businesses that can reinvest their earnings at high rates of return for a decade or more, such as those with a...
- [Constant-Dollar Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/constant-dollar-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/constant-dollar-withdrawal-strategy.md)): A constant dollar withdrawal strategy takes the same inflation-adjusted amount from the portfolio every year regardless of market returns, which is the rule...
- [Constant-Percentage Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/constant-percentage-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/constant-percentage-withdrawal-strategy.md)): A constant percentage withdrawal strategy takes a fixed percentage of the portfolio's current value each year, such as 4 or 5 percent, so the dollar amount...
- [Constant Proportion Portfolio Insurance Strategy Guide](https://www.getswoopr.com/strategies/constant-proportion-portfolio-insurance/) ([Markdown](https://www.getswoopr.com/strategies/constant-proportion-portfolio-insurance.md)): Constant proportion portfolio insurance (CPPI) allocates to a risky asset an amount equal to a multiplier times the cushion, where the cushion is the...
- [Constant-Weight Asset Allocation Strategy Guide](https://www.getswoopr.com/strategies/constant-weight-asset-allocation/) ([Markdown](https://www.getswoopr.com/strategies/constant-weight-asset-allocation.md)): Constant-weight asset allocation holds fixed target weights for each asset class, such as 60 percent stocks and 40 percent bonds, and rebalances back to...
- [Contango Avoidance Strategy Guide](https://www.getswoopr.com/strategies/contango-avoidance-strategy/) ([Markdown](https://www.getswoopr.com/strategies/contango-avoidance-strategy.md)): A contango avoidance strategy screens commodity futures positions to exclude those whose curves are in steep contango, where each roll from the expiring...
- [Contrarian Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/contrarian-rebalancing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/contrarian-rebalancing-strategy.md)): Contrarian rebalancing rebalances more aggressively than the target calls for, overweighting an asset class after it has fallen sharply and underweighting...
- [Contrarian Value Investing Strategy Guide](https://www.getswoopr.com/strategies/contrarian-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/contrarian-value-investing.md)): Contrarian value investing buys stocks, sectors or markets that are out of favor after a period of poor performance and negative sentiment, when valuations...
- [Conversion Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/conversion-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/conversion-arbitrage.md)): Conversion arbitrage buys the underlying stock, buys a put and sells a call at the same strike and expiry, which locks in a riskless position whose value at...
- [Convertible Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/convertible-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/convertible-arbitrage.md)): Convertible arbitrage buys a convertible bond and shorts the issuer's stock in the ratio given by the bond's delta, so the position is hedged against moves...
- [Core-Plus Real Estate Strategy Guide](https://www.getswoopr.com/strategies/core-plus-real-estate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/core-plus-real-estate-strategy.md)): A core-plus real estate strategy holds mostly stabilized property but accepts some leasing, renovation or modest repositioning risk, such as a building with...
- [Core Real Estate Strategy Guide](https://www.getswoopr.com/strategies/core-real-estate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/core-real-estate-strategy.md)): A core real estate strategy holds stabilized, fully leased, high-quality properties in major markets, such as a newly built apartment complex or a leased...
- [Core-Satellite Investing Strategy Guide](https://www.getswoopr.com/strategies/core-satellite-investing/) ([Markdown](https://www.getswoopr.com/strategies/core-satellite-investing.md)): Core-satellite investing holds most of a portfolio in a low-cost, broadly diversified core, usually index funds, and places a smaller satellite sleeve in...
- [Corporate Bond Ladder Strategy Guide](https://www.getswoopr.com/strategies/corporate-bond-ladder/) ([Markdown](https://www.getswoopr.com/strategies/corporate-bond-ladder.md)): A corporate bond ladder holds investment-grade corporate bonds from several issuers at staggered maturities and reinvests each maturing bond at the long...
- [Correlation Trading Strategy Guide](https://www.getswoopr.com/strategies/correlation-trading/) ([Markdown](https://www.getswoopr.com/strategies/correlation-trading.md)): Correlation trading takes a position on the average correlation among the stocks in an index, typically by selling index options and buying options on the...
- [Covered Call Crypto Strategy Guide](https://www.getswoopr.com/strategies/covered-call-crypto-strategy/) ([Markdown](https://www.getswoopr.com/strategies/covered-call-crypto-strategy.md)): A covered call crypto strategy sells call options on bitcoin or ether against a holding of the same coin, through a derivatives exchange or a covered-call...
- [Covered Call Income Strategy Guide](https://www.getswoopr.com/strategies/covered-call-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/covered-call-income-strategy.md)): A covered call sells a call option against shares already owned, collecting the premium as income in exchange for giving up any gain above the strike price...
- [Covered Put Strategy Guide](https://www.getswoopr.com/strategies/covered-put/) ([Markdown](https://www.getswoopr.com/strategies/covered-put.md)): A covered put shorts shares and sells a put option against the short position, collecting the premium as income in exchange for giving up any gain below the...
- [Covered Strangle Strategy Guide](https://www.getswoopr.com/strategies/covered-strangle/) ([Markdown](https://www.getswoopr.com/strategies/covered-strangle.md)): A covered strangle holds shares, sells an out-of-the-money call against them (a covered call) and sells an out-of-the-money cash-secured put below the...
- [Crack Spread Trading Strategy Guide](https://www.getswoopr.com/strategies/crack-spread-trading/) ([Markdown](https://www.getswoopr.com/strategies/crack-spread-trading.md)): Crack spread trading trades the refining margin, the difference between the price of refined products (gasoline and heating oil or diesel) and the price of...
- [Credit Barbell Strategy Guide](https://www.getswoopr.com/strategies/credit-barbell-strategy/) ([Markdown](https://www.getswoopr.com/strategies/credit-barbell-strategy.md)): A credit barbell holds the two ends of the credit spectrum, very safe bonds such as Treasuries at one end and high-yield or other risky credit at the other...
- [Credit Spread Strategy Guide](https://www.getswoopr.com/strategies/credit-spread-strategy/) ([Markdown](https://www.getswoopr.com/strategies/credit-spread-strategy.md)): A credit spread strategy takes positions on the difference between corporate bond yields and Treasury yields, buying credit when spreads are wide relative...
- [Cross-Asset Momentum Strategy Guide](https://www.getswoopr.com/strategies/cross-asset-momentum/) ([Markdown](https://www.getswoopr.com/strategies/cross-asset-momentum.md)): Cross-asset momentum applies the momentum rule across asset classes rather than within one, ranking stock indexes, bond futures, currencies and commodities...
- [Cross-Listed Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/cross-listed-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/cross-listed-arbitrage.md)): Cross-listed arbitrage trades the same company's shares on two exchanges, such as a Canadian company listed in Toronto and New York, buying on the exchange...
- [Cross-Sectional Momentum Strategy Guide](https://www.getswoopr.com/strategies/cross-sectional-momentum/) ([Markdown](https://www.getswoopr.com/strategies/cross-sectional-momentum.md)): Cross-sectional momentum ranks a universe of assets by their past returns over a lookback such as 12 months and buys the top-ranked while shorting or...
- [Cross-Sectional Value Strategy Guide](https://www.getswoopr.com/strategies/cross-sectional-value-strategy/) ([Markdown](https://www.getswoopr.com/strategies/cross-sectional-value-strategy.md)): A cross-sectional value strategy ranks assets within a universe by a valuation measure, such as book-to-price for stocks, real yield for bonds, purchasing...
- [Crush Spread Trading Strategy Guide](https://www.getswoopr.com/strategies/crush-spread-trading/) ([Markdown](https://www.getswoopr.com/strategies/crush-spread-trading.md)): Crush spread trading trades the soybean processing margin, the value of the soybean meal and soybean oil produced from a bushel of soybeans minus the cost...
- [Crypto & Digital Assets Strategies](https://www.getswoopr.com/strategies/crypto-and-digital-assets/) ([Markdown](https://www.getswoopr.com/strategies/crypto-and-digital-assets.md)): Strategies for investing in Bitcoin, Ethereum, altcoins, DeFi tokens, and other digital asset categories, including HODLing, DCA, and yield strategies.
- [Crypto Basis Trading Strategy Guide](https://www.getswoopr.com/strategies/crypto-basis-trading/) ([Markdown](https://www.getswoopr.com/strategies/crypto-basis-trading.md)): Crypto basis trading buys a cryptocurrency in the spot market and sells a futures contract on it at a higher price, locking in the difference, called the...
- [Crypto Buy-and-Hold Strategy Guide](https://www.getswoopr.com/strategies/crypto-buy-and-hold-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-buy-and-hold-strategy.md)): Crypto buy and hold accumulates a position in one or a few major cryptocurrencies, usually Bitcoin and Ether, and keeps it through full market cycles...
- [Crypto Cash-and-Carry Strategy Guide](https://www.getswoopr.com/strategies/crypto-cash-and-carry-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-cash-and-carry-strategy.md)): Crypto cash and carry is the general form of the basis trade: hold the asset (the cash leg) and short a derivative on it (the carry leg), which can be a...
- [Crypto Dollar-Cost Averaging Strategy Guide](https://www.getswoopr.com/strategies/crypto-dollar-cost-averaging/) ([Markdown](https://www.getswoopr.com/strategies/crypto-dollar-cost-averaging.md)): Crypto dollar-cost averaging buys a fixed dollar amount of a cryptocurrency on a regular schedule, such as weekly, regardless of price, so more units are...
- [Crypto Index Investing Strategy Guide](https://www.getswoopr.com/strategies/crypto-index-investing/) ([Markdown](https://www.getswoopr.com/strategies/crypto-index-investing.md)): Crypto index investing holds a basket of the largest cryptocurrencies weighted by market capitalization, through an index fund, a managed basket or a...
- [Crypto Lending Strategy Guide](https://www.getswoopr.com/strategies/crypto-lending-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-lending-strategy.md)): A crypto lending strategy lends cryptocurrency or stablecoins to borrowers through a centralized platform or a DeFi protocol in exchange for interest, which...
- [Crypto Market-Neutral Strategy Guide](https://www.getswoopr.com/strategies/crypto-market-neutral-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-market-neutral-strategy.md)): A crypto market neutral strategy earns returns from crypto markets without directional exposure to coin prices, through positions such as the cash-and-carry...
- [Crypto Mean-Reversion Strategy Guide](https://www.getswoopr.com/strategies/crypto-mean-reversion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-mean-reversion-strategy.md)): A crypto mean reversion strategy buys a major coin after a sharp short-term decline relative to its recent average and sells after a sharp rally, betting...
- [Crypto Momentum Strategy Guide](https://www.getswoopr.com/strategies/crypto-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-momentum-strategy.md)): A crypto momentum strategy buys the cryptocurrencies with the strongest returns over the past one to three months and sells or avoids the weakest...
- [Crypto Portfolio Allocation Strategy Guide](https://www.getswoopr.com/strategies/crypto-portfolio-allocation/) ([Markdown](https://www.getswoopr.com/strategies/crypto-portfolio-allocation.md)): Crypto portfolio allocation decides how much of an overall portfolio to hold in cryptocurrencies and how to divide that sleeve among Bitcoin, Ether and...
- [Crypto Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/crypto-rebalancing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-rebalancing-strategy.md)): A crypto rebalancing strategy holds a fixed allocation across a few cryptocurrencies, or between crypto and the rest of the portfolio, and trades back to...
- [Crypto Tax-Loss Harvesting Strategy Guide](https://www.getswoopr.com/strategies/crypto-tax-loss-harvesting/) ([Markdown](https://www.getswoopr.com/strategies/crypto-tax-loss-harvesting.md)): Crypto tax loss harvesting sells cryptocurrency positions that have fallen below cost to realize capital losses that offset gains elsewhere, then...
- [Crypto Trend-Following Strategy Guide](https://www.getswoopr.com/strategies/crypto-trend-following-strategy/) ([Markdown](https://www.getswoopr.com/strategies/crypto-trend-following-strategy.md)): A crypto trend following strategy holds a coin while its price is above a long moving average or its trailing return is positive, and moves to cash or...
- [CTA Trend Following Strategy Guide](https://www.getswoopr.com/strategies/cta-trend-following/) ([Markdown](https://www.getswoopr.com/strategies/cta-trend-following.md)): CTA trend following is the systematic strategy run by commodity trading advisors: it trades futures across dozens of markets, equity indexes, bonds...
- [Cup-and-Handle Strategy Guide](https://www.getswoopr.com/strategies/cup-and-handle-strategy/) ([Markdown](https://www.getswoopr.com/strategies/cup-and-handle-strategy.md)): A cup and handle strategy buys the breakout from a continuation pattern in which price forms a rounded, U-shaped decline and recovery (the cup) followed by...
- [Currency Diversification Strategy Guide](https://www.getswoopr.com/strategies/currency-diversification-strategy/) ([Markdown](https://www.getswoopr.com/strategies/currency-diversification-strategy.md)): Currency diversification deliberately holds assets denominated in several major currencies, through foreign stocks, bonds or cash, so that the portfolio's...
- [Currency Hedge Strategy Guide](https://www.getswoopr.com/strategies/currency-hedge/) ([Markdown](https://www.getswoopr.com/strategies/currency-hedge.md)): A currency hedge removes the exchange-rate exposure from a foreign investment by selling the foreign currency forward, or by holding a currency-hedged fund...
- [Currency-Hedged International Investing Strategy Guide](https://www.getswoopr.com/strategies/currency-hedged-international-investing/) ([Markdown](https://www.getswoopr.com/strategies/currency-hedged-international-investing.md)): Currency-hedged international investing holds foreign stocks or bonds through funds that sell the foreign currencies forward, so the return is the foreign...
- [Currency Overlay Strategy Guide](https://www.getswoopr.com/strategies/currency-overlay-strategy/) ([Markdown](https://www.getswoopr.com/strategies/currency-overlay-strategy.md)): A currency overlay manages the foreign exchange exposure of an international portfolio as a separate program, usually run by a specialist, that hedges some...
- [Day Trading Strategy Guide](https://www.getswoopr.com/strategies/day-trading/) ([Markdown](https://www.getswoopr.com/strategies/day-trading.md)): Day trading opens and closes positions within the same session so no trade is held overnight, aiming to capture intraday moves in liquid stocks, futures or...
- [Death Cross Strategy Guide](https://www.getswoopr.com/strategies/death-cross-strategy/) ([Markdown](https://www.getswoopr.com/strategies/death-cross-strategy.md)): A death cross strategy treats the 50-day moving average crossing below the 200-day moving average as a signal to sell, reduce exposure or go short, the...
- [Deep Value Investing Strategy Guide](https://www.getswoopr.com/strategies/deep-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/deep-value-investing.md)): Deep value investing buys companies trading at a large discount to a conservative estimate of their asset value or normalized earnings, often troubled...
- [Defensive Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/defensive-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/defensive-factor-investing.md)): Defensive factor investing tilts toward stocks with the characteristics that have historically held up in downturns, low volatility, low beta, high...
- [DeFi Liquidity Provision Strategy Guide](https://www.getswoopr.com/strategies/defi-liquidity-provision/) ([Markdown](https://www.getswoopr.com/strategies/defi-liquidity-provision.md)): DeFi liquidity provision deposits two tokens into an automated market maker pool, such as a Uniswap pair, so that traders can swap between them, and earns a...
- [Defined-Maturity Bond ETF Ladder Strategy Guide](https://www.getswoopr.com/strategies/defined-maturity-bond-etf-ladder/) ([Markdown](https://www.getswoopr.com/strategies/defined-maturity-bond-etf-ladder.md)): A defined-maturity bond ETF ladder uses exchange-traded funds that each hold bonds maturing in a single year and terminate that year, returning cash, so an...
- [Deflation Hedge Strategy Guide](https://www.getswoopr.com/strategies/deflation-hedge/) ([Markdown](https://www.getswoopr.com/strategies/deflation-hedge.md)): A deflation hedge is a holding that gains when the price level falls and nominal yields drop, chiefly long-term Treasury bonds and cash, held so that a...
- [Deflation Regime Strategy Guide](https://www.getswoopr.com/strategies/deflation-regime-strategy/) ([Markdown](https://www.getswoopr.com/strategies/deflation-regime-strategy.md)): A deflation regime strategy positions for falling prices and falling nominal yields by holding long-term government bonds and cash, high-quality companies...
- [Delta Hedging Strategy Guide](https://www.getswoopr.com/strategies/delta-hedging/) ([Markdown](https://www.getswoopr.com/strategies/delta-hedging.md)): Delta hedging offsets the directional exposure of an options position by holding the opposite position in the underlying, sized to the option's delta, and...
- [Delta-Neutral DeFi Yield Strategy Guide](https://www.getswoopr.com/strategies/delta-neutral-defi-yield-strategy/) ([Markdown](https://www.getswoopr.com/strategies/delta-neutral-defi-yield-strategy.md)): A delta-neutral DeFi yield strategy earns yield from a DeFi position, such as supplying liquidity or staking, while hedging the price exposure of the...
- [Delta-Neutral Options Strategy Guide](https://www.getswoopr.com/strategies/delta-neutral-options-strategy/) ([Markdown](https://www.getswoopr.com/strategies/delta-neutral-options-strategy.md)): A delta-neutral options strategy holds a combination of options and underlying shares whose net delta is zero, so the position's value does not change with...
- [Developed Markets Allocation Strategy Guide](https://www.getswoopr.com/strategies/developed-markets-allocation/) ([Markdown](https://www.getswoopr.com/strategies/developed-markets-allocation.md)): A developed markets allocation holds non-US developed-economy stocks, such as Japan, the United Kingdom, the eurozone, Canada and Australia, usually through...
- [Diagonal Call Spread Strategy Guide](https://www.getswoopr.com/strategies/diagonal-call-spread/) ([Markdown](https://www.getswoopr.com/strategies/diagonal-call-spread.md)): A diagonal call spread buys a longer-dated call at one strike and sells a shorter-dated call at a higher strike, combining the time-decay advantage of a...
- [Diagonal Put Spread Strategy Guide](https://www.getswoopr.com/strategies/diagonal-put-spread/) ([Markdown](https://www.getswoopr.com/strategies/diagonal-put-spread.md)): A diagonal put spread buys a longer-dated put at one strike and sells a shorter-dated put at a lower strike, combining the time-decay advantage of a...
- [Direct Indexing Strategy Guide](https://www.getswoopr.com/strategies/direct-indexing/) ([Markdown](https://www.getswoopr.com/strategies/direct-indexing.md)): Direct indexing holds the individual stocks of an index in a separately managed account instead of owning an index fund, so the investor can harvest losses...
- [Direct Lending Strategy Guide](https://www.getswoopr.com/strategies/direct-lending-strategy/) ([Markdown](https://www.getswoopr.com/strategies/direct-lending-strategy.md)): A direct lending strategy makes private loans to mid-sized companies, usually senior secured and floating rate, through a fund or platform that originates...
- [Direct Listing Event Strategy Guide](https://www.getswoopr.com/strategies/direct-listing-event-strategy/) ([Markdown](https://www.getswoopr.com/strategies/direct-listing-event-strategy.md)): A direct listing event strategy trades companies that go public by listing existing shares directly on an exchange without an underwritten offering or...
- [Dispersion Trading Strategy Guide](https://www.getswoopr.com/strategies/dispersion-trading/) ([Markdown](https://www.getswoopr.com/strategies/dispersion-trading.md)): Dispersion trading sells index options and buys options on the index's constituent stocks, delta-hedged, so the position profits when the individual stocks...
- [Disruptive Innovation Investing Strategy Guide](https://www.getswoopr.com/strategies/disruptive-innovation-investing/) ([Markdown](https://www.getswoopr.com/strategies/disruptive-innovation-investing.md)): Disruptive innovation investing concentrates in companies commercializing technologies expected to displace existing industries, such as genomics...
- [Distressed Debt Strategy Guide](https://www.getswoopr.com/strategies/distressed-debt-strategy/) ([Markdown](https://www.getswoopr.com/strategies/distressed-debt-strategy.md)): A distressed debt strategy buys the bonds or loans of companies in or near bankruptcy at deep discounts to face value, with the expectation of recovering...
- [Distressed Investing Strategy Guide](https://www.getswoopr.com/strategies/distressed-investing/) ([Markdown](https://www.getswoopr.com/strategies/distressed-investing.md)): Distressed investing buys the debt or equity of companies in or near bankruptcy at deep discounts, aiming to profit from a recovery, a restructuring that...
- [Diversification Risk Control Strategy Guide](https://www.getswoopr.com/strategies/diversification-risk-control/) ([Markdown](https://www.getswoopr.com/strategies/diversification-risk-control.md)): Diversification risk control limits portfolio risk through rules about how exposure is spread rather than through hedges: caps on any single position...
- [Diversified Risk Premia Portfolio Strategy Guide](https://www.getswoopr.com/strategies/diversified-risk-premia-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/diversified-risk-premia-portfolio.md)): A diversified risk premia portfolio allocates across many sources of return, traditional equity and bond premia and alternative premia such as value...
- [Dividend & Income Strategies](https://www.getswoopr.com/strategies/dividend-and-income/) ([Markdown](https://www.getswoopr.com/strategies/dividend-and-income.md)): Strategies focused on generating regular income through dividends, interest, and distributions from stocks, bonds, REITs, and other income-producing investmen
- [Dividend Aristocrats Strategy Guide](https://www.getswoopr.com/strategies/dividend-aristocrats-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dividend-aristocrats-strategy.md)): The Dividend Aristocrats strategy holds the S&P 500 companies that have raised their dividend every year for at least 25 consecutive years, either through...
- [Dividend Capture Strategy Guide](https://www.getswoopr.com/strategies/dividend-capture-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dividend-capture-strategy.md)): Dividend capture buys a stock just before its ex-dividend date to be the holder of record, collects the dividend, and sells shortly afterwards, trying to...
- [Dividend Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/dividend-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/dividend-growth-investing.md)): Dividend growth investing buys companies that have raised their dividend for many consecutive years and holds them for a rising income stream, treating the...
- [Dividend Income Retirement Strategy Guide](https://www.getswoopr.com/strategies/dividend-income-retirement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dividend-income-retirement-strategy.md)): A dividend income retirement strategy funds retirement spending from the dividends and interest a portfolio pays rather than from selling shares, holding...
- [Dividend Kings Strategy Guide](https://www.getswoopr.com/strategies/dividend-kings-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dividend-kings-strategy.md)): The Dividend Kings strategy holds the US companies that have raised their dividend for at least 50 consecutive years, a list of roughly 50 names, on the...
- [Dividend Reinvestment Strategy Guide](https://www.getswoopr.com/strategies/dividend-reinvestment-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dividend-reinvestment-strategy.md)): A dividend reinvestment strategy uses each cash dividend to buy more shares of the same holding automatically, often through a broker or company DRIP, so...
- [Dividend Safety Strategy Guide](https://www.getswoopr.com/strategies/dividend-safety-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dividend-safety-strategy.md)): A dividend safety strategy holds income stocks only when the dividend passes tests of sustainability, such as a payout ratio of free cash flow below a...
- [Dividend Value Investing Strategy Guide](https://www.getswoopr.com/strategies/dividend-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/dividend-value-investing.md)): Dividend value investing combines a value screen with a dividend requirement, buying stocks that are cheap on earnings, book value or cash flow and that pay...
- [Dividend Yield Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/dividend-yield-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/dividend-yield-factor-investing.md)): Dividend yield factor investing holds the stocks with the highest dividend yields relative to the market, usually within sectors, as a systematic factor...
- [Dogs of the Dow Strategy Guide](https://www.getswoopr.com/strategies/dogs-of-the-dow-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dogs-of-the-dow-strategy.md)): Dogs of the Dow buys the ten Dow Jones Industrial Average stocks with the highest dividend yield at the start of each year in equal amounts, holds them for...
- [Dollar-Hedge Strategy Guide](https://www.getswoopr.com/strategies/dollar-hedge-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dollar-hedge-strategy.md)): A dollar hedge strategy protects a US-dollar-based portfolio against a decline in the dollar by holding assets that rise when it falls, such as...
- [Donchian Channel Breakout Strategy Guide](https://www.getswoopr.com/strategies/donchian-channel-breakout/) ([Markdown](https://www.getswoopr.com/strategies/donchian-channel-breakout.md)): A Donchian channel breakout buys when price makes a new N-day high, such as a 20-day or 55-day high, and sells or shorts on a new N-day low, the rule behind...
- [Donor-Advised Fund Appreciated-Securities Strategy Guide](https://www.getswoopr.com/strategies/donor-advised-fund-appreciated-securities-strategy/) ([Markdown](https://www.getswoopr.com/strategies/donor-advised-fund-appreciated-securities-strategy.md)): Learn how Donor-Advised Fund Appreciated-Securities Strategy works, its objective, setup, risks, trade-offs, examples, alternatives, and when investors use it
- [Double Bear Spread Strategy Guide](https://www.getswoopr.com/strategies/double-bear-spread/) ([Markdown](https://www.getswoopr.com/strategies/double-bear-spread.md)): A double bear spread combines a bear put spread and a bear call spread on the same underlying and expiry, buying a put spread below the current price and...
- [Double Bull Spread Strategy Guide](https://www.getswoopr.com/strategies/double-bull-spread/) ([Markdown](https://www.getswoopr.com/strategies/double-bull-spread.md)): A double bull spread combines a bull call spread and a bull put spread on the same underlying and expiry, buying a call spread above the current price and...
- [Double Calendar Spread Strategy Guide](https://www.getswoopr.com/strategies/double-calendar-spread/) ([Markdown](https://www.getswoopr.com/strategies/double-calendar-spread.md)): A double calendar spread combines a put calendar below the current price and a call calendar above it, each selling a near-term option and buying a...
- [Double Diagonal Spread Strategy Guide](https://www.getswoopr.com/strategies/double-diagonal-spread/) ([Markdown](https://www.getswoopr.com/strategies/double-diagonal-spread.md)): A double diagonal spread sells a near-term out-of-the-money call and put and buys longer-dated calls and puts further out of the money, combining a diagonal...
- [Dual-Listed Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/dual-listed-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/dual-listed-arbitrage.md)): Dual-listed company arbitrage trades the two legally separate but economically linked shares of a dual-listed company structure, such as the former Royal...
- [Dual Momentum Strategy Guide](https://www.getswoopr.com/strategies/dual-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dual-momentum-strategy.md)): Dual momentum, from Gary Antonacci, combines relative momentum (hold the asset that has done best over the past 12 months) with absolute momentum (hold it...
- [Dual Moving Average Strategy Guide](https://www.getswoopr.com/strategies/dual-moving-average-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dual-moving-average-strategy.md)): A dual moving average strategy holds an asset when a shorter moving average is above a longer one and sells or shorts when it is below, using the...
- [Duration Extension Strategy Guide](https://www.getswoopr.com/strategies/duration-extension-strategy/) ([Markdown](https://www.getswoopr.com/strategies/duration-extension-strategy.md)): A duration extension strategy lengthens a bond portfolio's duration, by selling short bonds and buying long ones, when the investor expects yields to fall...
- [Duration Hedge Strategy Guide](https://www.getswoopr.com/strategies/duration-hedge/) ([Markdown](https://www.getswoopr.com/strategies/duration-hedge.md)): A duration hedge reduces a bond portfolio's sensitivity to interest rates by shorting Treasury futures or entering an interest rate swap, so that a rise in...
- [Duration Matching Strategy Guide](https://www.getswoopr.com/strategies/duration-matching/) ([Markdown](https://www.getswoopr.com/strategies/duration-matching.md)): Duration matching sets a bond portfolio's duration equal to the investment horizon or to the duration of the liabilities it funds, so that a rise in rates...
- [Duration Shortening Strategy Guide](https://www.getswoopr.com/strategies/duration-shortening-strategy/) ([Markdown](https://www.getswoopr.com/strategies/duration-shortening-strategy.md)): A duration shortening strategy reduces a bond portfolio's duration, by selling long bonds and buying short ones or cash, when the investor expects yields to...
- [Dynamic Asset Allocation Strategy Guide](https://www.getswoopr.com/strategies/dynamic-asset-allocation/) ([Markdown](https://www.getswoopr.com/strategies/dynamic-asset-allocation.md)): Dynamic asset allocation changes the portfolio's mix between stocks, bonds and cash as conditions change, using rules tied to valuation, trend, volatility...
- [Dynamic Hedging Strategy Guide](https://www.getswoopr.com/strategies/dynamic-hedging/) ([Markdown](https://www.getswoopr.com/strategies/dynamic-hedging.md)): Dynamic hedging replicates the payoff of a protective option by trading the underlying asset continuously according to the option's delta, selling as prices...
- [Dynamic Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/dynamic-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/dynamic-withdrawal-strategy.md)): A dynamic withdrawal strategy adjusts the amount taken from a retirement portfolio each year according to the portfolio's performance, raising withdrawals...
- [Early Retirement Bridge Strategy Guide](https://www.getswoopr.com/strategies/early-retirement-bridge-strategy/) ([Markdown](https://www.getswoopr.com/strategies/early-retirement-bridge-strategy.md)): An early retirement bridge strategy funds the years between leaving work and the start of pension or Social Security income or penalty-free account access...
- [Earnings Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/earnings-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/earnings-growth-investing.md)): Earnings growth investing buys companies whose earnings per share are growing faster than the market, often 15 percent a year or more, on the view that...
- [Earnings Iron Condor Strategy Guide](https://www.getswoopr.com/strategies/earnings-iron-condor-strategy/) ([Markdown](https://www.getswoopr.com/strategies/earnings-iron-condor-strategy.md)): An earnings iron condor sells an out-of-the-money put spread and an out-of-the-money call spread on a stock just before its earnings report, with strikes...
- [Earnings Quality Investing Strategy Guide](https://www.getswoopr.com/strategies/earnings-quality-investing/) ([Markdown](https://www.getswoopr.com/strategies/earnings-quality-investing.md)): Earnings quality investing favors companies whose reported earnings are backed by cash flow and conservative accounting, measured by the gap between net...
- [Earnings Revision Strategy Guide](https://www.getswoopr.com/strategies/earnings-revision-strategy/) ([Markdown](https://www.getswoopr.com/strategies/earnings-revision-strategy.md)): An earnings revision strategy buys stocks whose consensus earnings estimates are being raised by analysts and sells or avoids those whose estimates are...
- [Earnings Straddle Strategy Guide](https://www.getswoopr.com/strategies/earnings-straddle-strategy/) ([Markdown](https://www.getswoopr.com/strategies/earnings-straddle-strategy.md)): An earnings straddle strategy buys a call and a put at the same strike and expiry on a stock just before its earnings report, profiting if the stock moves...
- [Earnings Surprise Strategy Guide](https://www.getswoopr.com/strategies/earnings-surprise-strategy/) ([Markdown](https://www.getswoopr.com/strategies/earnings-surprise-strategy.md)): An earnings surprise strategy buys stocks that report earnings well above the consensus estimate and sells or shorts those that report well below, holding...
- [Earnings Trading Strategy Guide](https://www.getswoopr.com/strategies/earnings-trading/) ([Markdown](https://www.getswoopr.com/strategies/earnings-trading.md)): Earnings trading positions around a company's quarterly report, either holding through the announcement to capture the gap, trading the move in the...
- [Earnings Yield Investing Strategy Guide](https://www.getswoopr.com/strategies/earnings-yield-investing/) ([Markdown](https://www.getswoopr.com/strategies/earnings-yield-investing.md)): Earnings yield investing ranks stocks by earnings per share divided by price, the inverse of the P/E ratio, and compares that yield with bond yields to...
- [Economic Moat Investing Strategy Guide](https://www.getswoopr.com/strategies/economic-moat-investing/) ([Markdown](https://www.getswoopr.com/strategies/economic-moat-investing.md)): Economic moat investing buys companies with durable competitive advantages that protect their profits from competition, such as network effects, switching...
- [Economic Regime Allocation Strategy Guide](https://www.getswoopr.com/strategies/economic-regime-allocation/) ([Markdown](https://www.getswoopr.com/strategies/economic-regime-allocation.md)): Economic regime allocation classifies the economy into regimes by growth and inflation, such as rising growth with falling inflation or falling growth with...
- [Emerging Industry Investing Strategy Guide](https://www.getswoopr.com/strategies/emerging-industry-investing/) ([Markdown](https://www.getswoopr.com/strategies/emerging-industry-investing.md)): Emerging industry investing allocates to industries at an early stage of adoption, such as a new energy technology, a medical approach or a computing...
- [Emerging Markets Allocation Strategy Guide](https://www.getswoopr.com/strategies/emerging-markets-allocation/) ([Markdown](https://www.getswoopr.com/strategies/emerging-markets-allocation.md)): An emerging markets allocation holds a fixed share of the equity portfolio in developing-economy stock markets such as China, India, Taiwan, Korea and...
- [Endowment-Style Portfolio Strategy Guide](https://www.getswoopr.com/strategies/endowment-style-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/endowment-style-portfolio.md)): An endowment-style portfolio follows the model used by large university endowments: a low allocation to public bonds, a heavy weight in equities and...
- [Energy Commodity Strategy Guide](https://www.getswoopr.com/strategies/energy-commodity-strategy/) ([Markdown](https://www.getswoopr.com/strategies/energy-commodity-strategy.md)): An energy commodity strategy holds exposure to crude oil, natural gas, refined products or an energy futures index, through futures, ETFs or energy...
- [Equal Dollar Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/equal-dollar-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/equal-dollar-position-sizing.md)): Equal-dollar position sizing invests the same amount of money in every position regardless of the stock's volatility or the trade's stop distance, which is...
- [Equal Risk Contribution Strategy Guide](https://www.getswoopr.com/strategies/equal-risk-contribution/) ([Markdown](https://www.getswoopr.com/strategies/equal-risk-contribution.md)): Equal risk contribution, often called risk parity, weights asset classes so that each contributes the same share of the portfolio's total volatility, which...
- [Equal Risk Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/equal-risk-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/equal-risk-position-sizing.md)): Equal risk position sizing weights each position so that it contributes the same amount of risk to the portfolio, measured by volatility or by the expected...
- [Equal-Weight Crypto Basket Strategy Guide](https://www.getswoopr.com/strategies/equal-weight-crypto-basket/) ([Markdown](https://www.getswoopr.com/strategies/equal-weight-crypto-basket.md)): An equal-weight crypto basket holds a fixed set of major cryptocurrencies in equal dollar amounts and rebalances back to equal weights on a schedule, which...
- [Equal-Weight Portfolio Strategy Guide](https://www.getswoopr.com/strategies/equal-weight-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/equal-weight-portfolio.md)): An equal-weight portfolio holds the same dollar amount in every constituent, such as 0.2 percent in each of 500 stocks, instead of weighting by market...
- [Equal-Weight Smart Beta Strategy Guide](https://www.getswoopr.com/strategies/equal-weight-smart-beta/) ([Markdown](https://www.getswoopr.com/strategies/equal-weight-smart-beta.md)): Equal-weight smart beta holds every stock in an index at the same weight and rebalances back to equal weights periodically, which is the simplest...
- [Equity Index Carry Strategy Guide](https://www.getswoopr.com/strategies/equity-index-carry-strategy/) ([Markdown](https://www.getswoopr.com/strategies/equity-index-carry-strategy.md)): An equity index carry strategy earns the difference between an index's expected dividend yield and the financing rate implied in its futures, by holding...
- [Equity Market Neutral Strategy Guide](https://www.getswoopr.com/strategies/equity-market-neutral/) ([Markdown](https://www.getswoopr.com/strategies/equity-market-neutral.md)): Equity market neutral holds long and short stock positions of equal dollar value, or equal beta, so the portfolio's return does not depend on the market's...
- [Equity Overlay Strategy Guide](https://www.getswoopr.com/strategies/equity-overlay-strategy/) ([Markdown](https://www.getswoopr.com/strategies/equity-overlay-strategy.md)): An equity overlay uses index futures, options or swaps to add, remove or reshape equity exposure on top of a portfolio's physical holdings, covering uses...
- [ETF Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/etf-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/etf-arbitrage.md)): ETF arbitrage exploits differences between an exchange-traded fund's market price and the value of its underlying holdings, with authorized participants...
- [Event-Driven & Special Situations Strategies](https://www.getswoopr.com/strategies/event-driven-and-special-situations/) ([Markdown](https://www.getswoopr.com/strategies/event-driven-and-special-situations.md)): Strategies that seek returns from corporate events such as mergers, spinoffs, bankruptcies, activist campaigns, and other special situations.
- [Event-Driven Hedge Fund Strategy Guide](https://www.getswoopr.com/strategies/event-driven-hedge-fund-strategy/) ([Markdown](https://www.getswoopr.com/strategies/event-driven-hedge-fund-strategy.md)): An event-driven hedge fund strategy invests in companies undergoing corporate events whose outcomes have identifiable timelines and payoffs, such as...
- [Evidence-First Investment Process Strategy Guide](https://www.getswoopr.com/strategies/evidence-first-investment-process/) ([Markdown](https://www.getswoopr.com/strategies/evidence-first-investment-process.md)): An evidence-first investment process starts from what peer-reviewed research and long-run data say about returns, such as the factor premiums, the cost of...
- [Expansion Strategy Guide](https://www.getswoopr.com/strategies/expansion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/expansion-strategy.md)): An expansion strategy positions a portfolio for the phase of the business cycle when growth is above trend and unemployment is falling, by tilting toward...
- [Factor Investing Strategies](https://www.getswoopr.com/strategies/factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/factor-investing.md)): Systematic strategies that target specific risk factors such as value, momentum, quality, size, low volatility, and profitability across asset classes.
- [Factor Tilt Strategy Guide](https://www.getswoopr.com/strategies/factor-tilt-strategy/) ([Markdown](https://www.getswoopr.com/strategies/factor-tilt-strategy.md)): A factor tilt strategy keeps a broad market portfolio as the core and overweights one or more factors, such as value, momentum, quality or size, by a...
- [Factor Timing Strategy Guide](https://www.getswoopr.com/strategies/factor-timing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/factor-timing-strategy.md)): Factor timing shifts exposure among factors, raising weight in a factor when its valuation spread is wide, its momentum is positive or the macro regime...
- [Fallen Angels Strategy Guide](https://www.getswoopr.com/strategies/fallen-angels-strategy/) ([Markdown](https://www.getswoopr.com/strategies/fallen-angels-strategy.md)): A fallen angels strategy buys bonds that were recently downgraded from investment grade to high yield, on the evidence that forced selling by...
- [Falling-Rate Strategy Guide](https://www.getswoopr.com/strategies/falling-rate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/falling-rate-strategy.md)): A falling rate strategy positions for declining interest rates by extending bond duration, favoring long-duration equities such as growth stocks and REITs...
- [Farmland Investing Strategy Guide](https://www.getswoopr.com/strategies/farmland-investing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/farmland-investing-strategy.md)): Farmland investing holds agricultural land directly, through a farmland REIT or through a fund or platform that buys and leases farms, earning rent from...
- [Fibonacci Retracement Trading Strategy Guide](https://www.getswoopr.com/strategies/fibonacci-retracement-trading/) ([Markdown](https://www.getswoopr.com/strategies/fibonacci-retracement-trading.md)): Fibonacci retracement trading draws horizontal levels at 23.6, 38.2, 50, 61.8 and 78.6 percent of a prior price swing and uses them as potential support in...
- [Fiduciary Call Strategy Guide](https://www.getswoopr.com/strategies/fiduciary-call/) ([Markdown](https://www.getswoopr.com/strategies/fiduciary-call.md)): A fiduciary call buys a call option and holds enough cash in risk-free bonds to pay the strike price at expiry, which replicates a protective put position...
- [Fix-and-Flip Strategy Guide](https://www.getswoopr.com/strategies/fix-and-flip-strategy/) ([Markdown](https://www.getswoopr.com/strategies/fix-and-flip-strategy.md)): Fix and flip buys a property that needs work, renovates it quickly, and sells it at the higher value a finished home commands, earning the difference...
- [Fixed Fractional Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/fixed-fractional-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/fixed-fractional-position-sizing.md)): Fixed-fractional position sizing risks a fixed percentage of current account equity on each trade, so the position size is the risk amount divided by the...
- [Fixed-Income Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/fixed-income-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/fixed-income-arbitrage.md)): Fixed-income arbitrage takes long and short positions in related bonds and interest-rate derivatives to profit from small pricing discrepancies, such as...
- [Fixed Income Strategies](https://www.getswoopr.com/strategies/fixed-income/) ([Markdown](https://www.getswoopr.com/strategies/fixed-income.md)): Strategies focused on bonds, Treasuries, corporate debt, municipal bonds, CDs, and other fixed income instruments for income, capital preservation, or diversi
- [Flag and Pennant Strategy Guide](https://www.getswoopr.com/strategies/flag-and-pennant-strategy/) ([Markdown](https://www.getswoopr.com/strategies/flag-and-pennant-strategy.md)): A flag and pennant strategy trades short continuation patterns that form after a sharp move, a small parallel channel (flag) or a small converging triangle...
- [Floating-Rate Bond Strategy Guide](https://www.getswoopr.com/strategies/floating-rate-bond-strategy/) ([Markdown](https://www.getswoopr.com/strategies/floating-rate-bond-strategy.md)): A floating-rate bond strategy holds bonds or loans whose coupon resets periodically to a reference rate plus a spread, such as Treasury floating rate notes...
- [Floating-Rate Income Strategy Guide](https://www.getswoopr.com/strategies/floating-rate-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/floating-rate-income-strategy.md)): A floating-rate income strategy builds the income portion of a portfolio from instruments whose coupons reset with short-term rates, such as Treasury...
- [Floor-and-Upside Retirement Strategy Guide](https://www.getswoopr.com/strategies/floor-and-upside-retirement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/floor-and-upside-retirement-strategy.md)): Floor and upside is the two-part retirement portfolio in which a safe floor of insured or matched income covers essential spending for life and everything...
- [Founder-Led Company Investing Strategy Guide](https://www.getswoopr.com/strategies/founder-led-company-investing/) ([Markdown](https://www.getswoopr.com/strategies/founder-led-company-investing.md)): Founder-led company investing favors public companies still run by their founders, on the evidence that founder-CEOs have, on average, invested more in...
- [Four-Fund Portfolio Strategy Guide](https://www.getswoopr.com/strategies/four-fund-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/four-fund-portfolio.md)): A four-fund portfolio holds a US stock index fund, an international stock index fund, a US bond index fund and an international bond index fund, which is...
- [Free-Cash-Flow Investing Strategy Guide](https://www.getswoopr.com/strategies/free-cash-flow-investing/) ([Markdown](https://www.getswoopr.com/strategies/free-cash-flow-investing.md)): Free cash flow investing selects companies by free cash flow yield, the cash generated after capital expenditure divided by enterprise value or market...
- [Free-Cash-Flow Yield Investing Strategy Guide](https://www.getswoopr.com/strategies/free-cash-flow-yield-investing/) ([Markdown](https://www.getswoopr.com/strategies/free-cash-flow-yield-investing.md)): Free cash flow yield investing ranks companies by free cash flow (operating cash flow minus capital expenditures) divided by market capitalization or...
- [Frontier Markets Allocation Strategy Guide](https://www.getswoopr.com/strategies/frontier-markets-allocation/) ([Markdown](https://www.getswoopr.com/strategies/frontier-markets-allocation.md)): A frontier markets allocation invests a small share of the portfolio in the smallest and least developed stock markets, such as Vietnam, Nigeria, Kenya or...
- [Fund of Hedge Funds Strategy Guide](https://www.getswoopr.com/strategies/fund-of-hedge-funds-strategy/) ([Markdown](https://www.getswoopr.com/strategies/fund-of-hedge-funds-strategy.md)): A fund of hedge funds strategy invests in a portfolio of hedge funds selected and monitored by a manager, giving an investor diversified access to...
- [Fundamental Indexing Strategy Guide](https://www.getswoopr.com/strategies/fundamental-indexing/) ([Markdown](https://www.getswoopr.com/strategies/fundamental-indexing.md)): Fundamental indexing weights stocks by measures of company size drawn from the financial statements, such as sales, cash flow, book value and dividends...
- [Fundamental Weighting Strategy Guide](https://www.getswoopr.com/strategies/fundamental-weighting/) ([Markdown](https://www.getswoopr.com/strategies/fundamental-weighting.md)): Fundamental weighting builds an index portfolio that weights companies by economic size, such as sales, book value, cash flow and dividends, rather than by...
- [FX Momentum Strategy Guide](https://www.getswoopr.com/strategies/fx-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/fx-momentum-strategy.md)): An FX momentum strategy buys currencies that have risen over the past one to twelve months and sells those that have fallen, through forwards or futures, on...
- [FX Value Strategy Guide](https://www.getswoopr.com/strategies/fx-value-strategy/) ([Markdown](https://www.getswoopr.com/strategies/fx-value-strategy.md)): An FX value strategy buys currencies that are cheap relative to a fundamental anchor such as purchasing power parity or the real effective exchange rate's...
- [Gamma-Neutral Strategy Guide](https://www.getswoopr.com/strategies/gamma-neutral-strategy/) ([Markdown](https://www.getswoopr.com/strategies/gamma-neutral-strategy.md)): A gamma-neutral strategy holds an options position whose net gamma is zero, so its delta does not change as the underlying moves and the position does not...
- [Gamma Scalping Strategy Guide](https://www.getswoopr.com/strategies/gamma-scalping/) ([Markdown](https://www.getswoopr.com/strategies/gamma-scalping.md)): Gamma scalping holds a long options position, usually a straddle, and continuously re-hedges its delta by selling the underlying after it rises and buying...
- [Gap-and-Go Strategy Guide](https://www.getswoopr.com/strategies/gap-and-go-strategy/) ([Markdown](https://www.getswoopr.com/strategies/gap-and-go-strategy.md)): Gap and go is a momentum day-trading setup that buys a stock gapping up strongly at the open on heavy pre-market volume and a news catalyst, entering on the...
- [Gap Trading Strategy Guide](https://www.getswoopr.com/strategies/gap-trading/) ([Markdown](https://www.getswoopr.com/strategies/gap-trading.md)): Gap trading acts on the price gap between one session's close and the next session's open, either fading the gap in expectation that it fills back toward...
- [GARP Investing Strategy Guide](https://www.getswoopr.com/strategies/garp-investing/) ([Markdown](https://www.getswoopr.com/strategies/garp-investing.md)): GARP, growth at a reasonable price, buys companies with above-average earnings growth whose shares trade at a price-to-earnings ratio not far above that...
- [Glide Path Investing Strategy Guide](https://www.getswoopr.com/strategies/glide-path-investing/) ([Markdown](https://www.getswoopr.com/strategies/glide-path-investing.md)): Glide path investing lowers a portfolio's stock allocation on a preset schedule as a target date, usually retirement, approaches, shifting toward bonds and...
- [Global Diversification Strategy Guide](https://www.getswoopr.com/strategies/global-diversification-strategy/) ([Markdown](https://www.getswoopr.com/strategies/global-diversification-strategy.md)): Global diversification spreads equity and bond holdings across all investable countries in proportion to their market size, so the portfolio is not tied to...
- [Global Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/global-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/global-growth-investing.md)): Global growth investing selects companies with above-average expected growth in revenue and earnings from the whole world's markets rather than one country...
- [Global Macro Strategy Guide](https://www.getswoopr.com/strategies/global-macro-strategy/) ([Markdown](https://www.getswoopr.com/strategies/global-macro-strategy.md)): A global macro strategy takes positions across countries and asset classes based on views about economic and political developments, trading currencies...
- [Global Macro Strategy Guide](https://www.getswoopr.com/strategies/global-macro/) ([Markdown](https://www.getswoopr.com/strategies/global-macro.md)): Global macro is a discretionary or systematic strategy that takes directional and relative-value positions across countries and asset classes, in stock...
- [Global Market Portfolio Strategy Guide](https://www.getswoopr.com/strategies/global-market-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/global-market-portfolio.md)): The global market portfolio holds every investable asset class in proportion to its share of total world market value, such as global equities, government...
- [Global Momentum Investing Strategy Guide](https://www.getswoopr.com/strategies/global-momentum-investing/) ([Markdown](https://www.getswoopr.com/strategies/global-momentum-investing.md)): Global momentum investing ranks country equity markets, regions or global sectors by their recent returns, typically over 6 to 12 months, and holds those...
- [Global Value Investing Strategy Guide](https://www.getswoopr.com/strategies/global-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/global-value-investing.md)): Global value investing buys stocks or markets that are cheap on measures such as price to book, price to earnings or cyclically adjusted earnings from...
- [Goal-Bucket Investing Strategy Guide](https://www.getswoopr.com/strategies/goal-bucket-investing/) ([Markdown](https://www.getswoopr.com/strategies/goal-bucket-investing.md)): Goal bucket investing assigns each financial goal its own bucket with a dedicated account, time horizon and allocation, such as a near-term bucket for a...
- [Goals-Based Investing Strategy Guide](https://www.getswoopr.com/strategies/goals-based-investing/) ([Markdown](https://www.getswoopr.com/strategies/goals-based-investing.md)): Goals-based investing organizes a portfolio around specific objectives, such as a house deposit in five years, college in fifteen and retirement in thirty...
- [Gold Allocation Strategy Guide](https://www.getswoopr.com/strategies/gold-allocation-strategy/) ([Markdown](https://www.getswoopr.com/strategies/gold-allocation-strategy.md)): A gold allocation holds a fixed share of the portfolio, often 5 to 10 percent, in physical gold or a gold fund, as a store of value that has historically...
- [Gold Hedge Strategy Guide](https://www.getswoopr.com/strategies/gold-hedge/) ([Markdown](https://www.getswoopr.com/strategies/gold-hedge.md)): A gold hedge holds a permanent allocation to gold, typically 5 to 10 percent of the portfolio, as insurance against the scenarios that hurt both stocks and...
- [Gold Inflation-Hedge Strategy Guide](https://www.getswoopr.com/strategies/gold-inflation-hedge-strategy/) ([Markdown](https://www.getswoopr.com/strategies/gold-inflation-hedge-strategy.md)): A gold inflation hedge strategy holds gold specifically as protection against inflation that erodes the real value of cash and bonds, sizing the allocation...
- [Golden Butterfly Portfolio Strategy Guide](https://www.getswoopr.com/strategies/golden-butterfly-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/golden-butterfly-portfolio.md)): The Golden Butterfly portfolio holds five equal sleeves of 20 percent each: total stock market, small-cap value, long-term Treasuries, short-term Treasuries...
- [Golden Cross Strategy Guide](https://www.getswoopr.com/strategies/golden-cross-strategy/) ([Markdown](https://www.getswoopr.com/strategies/golden-cross-strategy.md)): A golden cross strategy buys when a shorter moving average, usually the 50-day, crosses above a longer one, usually the 200-day, and sells or goes to cash...
- [Growth & Thematic Strategies](https://www.getswoopr.com/strategies/growth-and-thematic/) ([Markdown](https://www.getswoopr.com/strategies/growth-and-thematic.md)): Strategies that focus on high-growth companies, disruptive technologies, sector trends, and thematic opportunities in emerging areas of the economy.
- [Growth Equity Strategy Guide](https://www.getswoopr.com/strategies/growth-equity-strategy/) ([Markdown](https://www.getswoopr.com/strategies/growth-equity-strategy.md)): A growth equity strategy invests in private companies that have proven business models and rapidly growing revenue but have not yet gone public, taking...
- [Growth-Inflation Quadrant Allocation Strategy Guide](https://www.getswoopr.com/strategies/growth-inflation-quadrant-allocation/) ([Markdown](https://www.getswoopr.com/strategies/growth-inflation-quadrant-allocation.md)): Growth-inflation quadrant allocation divides the economic environment into four quadrants by whether growth and inflation are each rising or falling...
- [Guardrails Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/guardrails-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/guardrails-withdrawal-strategy.md)): A guardrails withdrawal strategy starts from a target withdrawal rate and adjusts spending only when the current withdrawal rate crosses preset upper or...
- [Guyton-Klinger Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/guyton-klinger-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/guyton-klinger-withdrawal-strategy.md)): The Guyton-Klinger strategy is a guardrails method with four decision rules: skip the inflation raise after a losing year, cut spending 10 percent when the...
- [Half-Kelly Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/half-kelly-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/half-kelly-position-sizing.md)): Half-Kelly position sizing bets half the fraction of capital that the Kelly criterion computes as growth-optimal from a strategy's win probability and...
- [Head-and-Shoulders Strategy Guide](https://www.getswoopr.com/strategies/head-and-shoulders-strategy/) ([Markdown](https://www.getswoopr.com/strategies/head-and-shoulders-strategy.md)): A head and shoulders strategy trades the reversal pattern of three peaks, a higher middle peak (the head) between two lower ones (the shoulders), entering...
- [Hedging & Risk Management Strategies](https://www.getswoopr.com/strategies/hedging-and-risk-management/) ([Markdown](https://www.getswoopr.com/strategies/hedging-and-risk-management.md)): Strategies designed to reduce portfolio risk, hedge against specific exposures, or protect against tail-risk events using options, futures, inverse ETFs, or o
- [High Dividend Yield Investing Strategy Guide](https://www.getswoopr.com/strategies/high-dividend-yield-investing/) ([Markdown](https://www.getswoopr.com/strategies/high-dividend-yield-investing.md)): High dividend yield investing buys stocks whose dividend yield ranks among the highest in the market, seeking current income and the value tilt that a high...
- [High-Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/high-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/high-growth-investing.md)): High growth investing buys companies growing revenue or earnings at rates far above the market, often 30 percent a year or more, usually in technology...
- [High-Volatility Regime Strategy Guide](https://www.getswoopr.com/strategies/high-volatility-regime-strategy/) ([Markdown](https://www.getswoopr.com/strategies/high-volatility-regime-strategy.md)): A high volatility regime strategy changes the portfolio's behavior once market volatility rises above a threshold, such as the VIX above 25 or realized...
- [High-Yield Bond Strategy Guide](https://www.getswoopr.com/strategies/high-yield-bond-strategy/) ([Markdown](https://www.getswoopr.com/strategies/high-yield-bond-strategy.md)): A high-yield bond strategy holds bonds rated below investment grade (BB+ and lower), which pay higher coupons to compensate for a higher chance of default...
- [Highest-Cost-Lot Selling Strategy Guide](https://www.getswoopr.com/strategies/highest-cost-lot-selling-strategy/) ([Markdown](https://www.getswoopr.com/strategies/highest-cost-lot-selling-strategy.md)): Highest-cost lot selling, often called HIFO (highest in, first out), is the rule of always selling the shares with the highest cost basis first, which...
- [Holding Company Discount Strategy Guide](https://www.getswoopr.com/strategies/holding-company-discount-strategy/) ([Markdown](https://www.getswoopr.com/strategies/holding-company-discount-strategy.md)): A holding company discount strategy buys shares of holding companies whose market value is below the sum of their stakes in listed subsidiaries and other...
- [Home-Country Bias Reduction Strategy Guide](https://www.getswoopr.com/strategies/home-country-bias-reduction-strategy/) ([Markdown](https://www.getswoopr.com/strategies/home-country-bias-reduction-strategy.md)): Home country bias reduction moves a portfolio from the overweight most investors hold in their own country's stocks toward the global market weight...
- [House Hacking Strategy Guide](https://www.getswoopr.com/strategies/house-hacking/) ([Markdown](https://www.getswoopr.com/strategies/house-hacking.md)): House hacking buys a home with two to four units, or a single-family home with spare rooms, lives in one part and rents out the rest, so the rental income...
- [Hybrid Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/hybrid-rebalancing/) ([Markdown](https://www.getswoopr.com/strategies/hybrid-rebalancing.md)): Hybrid rebalancing checks the portfolio on a calendar schedule but trades only if a weight has drifted beyond its band, combining the discipline of a fixed...
- [Iceberg Order Execution Strategy Guide](https://www.getswoopr.com/strategies/iceberg-order-execution-strategy/) ([Markdown](https://www.getswoopr.com/strategies/iceberg-order-execution-strategy.md)): An iceberg order shows only a small portion of a large limit order on the order book and automatically replenishes the visible part as it fills, so the full...
- [Ichimoku Trend Strategy Guide](https://www.getswoopr.com/strategies/ichimoku-trend-strategy/) ([Markdown](https://www.getswoopr.com/strategies/ichimoku-trend-strategy.md)): An Ichimoku trend strategy uses the five lines of the Ichimoku Kinko Hyo system, the conversion and base lines, the two cloud spans and the lagging span, to...
- [Implementation Shortfall Strategy Guide](https://www.getswoopr.com/strategies/implementation-shortfall-strategy/) ([Markdown](https://www.getswoopr.com/strategies/implementation-shortfall-strategy.md)): An implementation shortfall strategy executes an order to minimize the gap between the price at the moment the decision was made and the average price...
- [Index Addition Strategy Guide](https://www.getswoopr.com/strategies/index-addition-strategy/) ([Markdown](https://www.getswoopr.com/strategies/index-addition-strategy.md)): An index addition strategy buys a stock after it is announced as a new member of a major index such as the S&P 500 and sells around the effective date, when...
- [Index Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/index-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/index-arbitrage.md)): Index arbitrage exploits price differences between an index futures contract and the basket of stocks that make up the index, buying the stocks and selling...
- [Index Deletion Strategy Guide](https://www.getswoopr.com/strategies/index-deletion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/index-deletion-strategy.md)): An index deletion strategy buys stocks after they are removed from a major index, when index funds have finished their forced selling, on the evidence that...
- [Index Futures Hedge Strategy Guide](https://www.getswoopr.com/strategies/index-futures-hedge/) ([Markdown](https://www.getswoopr.com/strategies/index-futures-hedge.md)): An index futures hedge shorts stock index futures against an equity portfolio to offset market declines for a period, such as around an event or during a...
- [Index Options Overlay Strategy Guide](https://www.getswoopr.com/strategies/index-options-overlay/) ([Markdown](https://www.getswoopr.com/strategies/index-options-overlay.md)): An index options overlay adds an options position on a broad index to an existing portfolio without changing the underlying holdings, such as selling index...
- [Industry Rotation Strategy Guide](https://www.getswoopr.com/strategies/industry-rotation/) ([Markdown](https://www.getswoopr.com/strategies/industry-rotation.md)): Industry rotation moves a portfolio among industries, a finer division than sectors, such as semiconductors, homebuilders, airlines or regional banks, based...
- [Inflation Hedge Strategy Guide](https://www.getswoopr.com/strategies/inflation-hedge/) ([Markdown](https://www.getswoopr.com/strategies/inflation-hedge.md)): An inflation hedge is a holding chosen because its value or income tends to rise with the general price level, such as Treasury Inflation-Protected...
- [Inflation Regime Strategy Guide](https://www.getswoopr.com/strategies/inflation-regime-strategy/) ([Markdown](https://www.getswoopr.com/strategies/inflation-regime-strategy.md)): An inflation regime strategy adopts a distinct allocation once inflation rises above a defined threshold and stays there, raising exposure to commodities...
- [Infrastructure Investing Strategy Guide](https://www.getswoopr.com/strategies/infrastructure-investing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/infrastructure-investing-strategy.md)): An infrastructure investing strategy holds assets that provide essential services with long lives and regulated or contracted revenues, such as toll roads...
- [Intercommodity Spread Trading Strategy Guide](https://www.getswoopr.com/strategies/intercommodity-spread-trading/) ([Markdown](https://www.getswoopr.com/strategies/intercommodity-spread-trading.md)): Intercommodity spread trading takes a long position in one commodity futures contract and a short position in a related but different commodity, such as...
- [International & Currency Strategies](https://www.getswoopr.com/strategies/international-and-currency/) ([Markdown](https://www.getswoopr.com/strategies/international-and-currency.md)): Strategies focused on foreign equities, international bonds, emerging markets, currency hedging, and cross-border diversification.
- [International Dividend Investing Strategy Guide](https://www.getswoopr.com/strategies/international-dividend-investing/) ([Markdown](https://www.getswoopr.com/strategies/international-dividend-investing.md)): International dividend investing buys non-US companies with high or growing dividends, often through a fund screening developed and emerging markets for...
- [Intraday Mean Reversion Strategy Guide](https://www.getswoopr.com/strategies/intraday-mean-reversion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/intraday-mean-reversion-strategy.md)): An intraday mean reversion strategy trades the tendency of prices to revert toward a short-term average within the session, fading sharp moves away from...
- [Investment Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/investment-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/investment-factor-investing.md)): Investment factor investing tilts toward companies that invest conservatively, growing their assets slowly, and away from companies expanding assets...
- [Investment-Grade Credit Strategy Guide](https://www.getswoopr.com/strategies/investment-grade-credit-strategy/) ([Markdown](https://www.getswoopr.com/strategies/investment-grade-credit-strategy.md)): An investment-grade credit strategy holds corporate bonds rated BBB- or higher to earn the spread over Treasuries that compensates for the modest default...
- [Investment Policy Statement Strategy Guide](https://www.getswoopr.com/strategies/investment-policy-statement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/investment-policy-statement-strategy.md)): An investment policy statement (IPS) strategy writes down, before investing, the portfolio's purpose, return objective, risk tolerance, time horizon, asset...
- [IPO Investing Strategy Guide](https://www.getswoopr.com/strategies/ipo-investing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/ipo-investing-strategy.md)): An IPO investing strategy buys shares of companies at or shortly after their initial public offering, either by receiving an allocation at the offer price...
- [IPO Lockup Expiration Strategy Guide](https://www.getswoopr.com/strategies/ipo-lockup-expiration-strategy/) ([Markdown](https://www.getswoopr.com/strategies/ipo-lockup-expiration-strategy.md)): An IPO lockup expiration strategy trades around the date, typically 90 to 180 days after an IPO, when insiders and pre-IPO investors are first allowed to...
- [Issuer Cap Strategy Guide](https://www.getswoopr.com/strategies/issuer-cap-strategy/) ([Markdown](https://www.getswoopr.com/strategies/issuer-cap-strategy.md)): An issuer cap strategy limits the weight of any single issuer in a portfolio to a fixed maximum, such as 5 percent for equities or 3 percent for bonds...
- [Jade Lizard Strategy Guide](https://www.getswoopr.com/strategies/jade-lizard/) ([Markdown](https://www.getswoopr.com/strategies/jade-lizard.md)): A jade lizard sells an out-of-the-money put and an out-of-the-money call spread at the same expiry, collecting a total credit greater than the width of the...
- [Jelly Roll Strategy Guide](https://www.getswoopr.com/strategies/jelly-roll/) ([Markdown](https://www.getswoopr.com/strategies/jelly-roll.md)): A jelly roll is a position that combines a long synthetic stock position at one expiry with a short synthetic at another, using calls and puts at the same...
- [Kelly Criterion Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/kelly-criterion-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/kelly-criterion-position-sizing.md)): Kelly criterion position sizing sets the fraction of capital to risk on a bet from its win probability and payoff ratio, using the formula that maximizes...
- [Keltner Channel Breakout Strategy Guide](https://www.getswoopr.com/strategies/keltner-channel-breakout/) ([Markdown](https://www.getswoopr.com/strategies/keltner-channel-breakout.md)): A Keltner channel breakout buys when price closes above a channel drawn at a multiple of the average true range above an exponential moving average...
- [Key Rate Duration Hedging Strategy Guide](https://www.getswoopr.com/strategies/key-rate-duration-hedging/) ([Markdown](https://www.getswoopr.com/strategies/key-rate-duration-hedging.md)): Key rate duration hedging manages a bond portfolio's exposure to specific points on the yield curve, such as the 2-year, 5-year, 10-year and 30-year, by...
- [Large-Cap Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/large-cap-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/large-cap-growth-investing.md)): Large-cap growth investing holds the biggest companies with above-average earnings growth, the group that includes most of the mega-cap technology firms...
- [LEAPS Covered Call Strategy Guide](https://www.getswoopr.com/strategies/leaps-covered-call-strategy/) ([Markdown](https://www.getswoopr.com/strategies/leaps-covered-call-strategy.md)): A LEAPS covered call, often called the poor man's covered call, buys a long-dated deep-in-the-money call in place of the shares and sells shorter-dated...
- [LEAPS Stock-Replacement Strategy Guide](https://www.getswoopr.com/strategies/leaps-stock-replacement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/leaps-stock-replacement-strategy.md)): LEAPS stock replacement buys long-dated, deep-in-the-money call options, with one to three years to expiry, instead of the shares, so the position tracks...
- [Liability-Driven Investing Strategy Guide](https://www.getswoopr.com/strategies/liability-driven-investing/) ([Markdown](https://www.getswoopr.com/strategies/liability-driven-investing.md)): Liability-driven investing builds a portfolio to match a known stream of future payments, such as pension obligations or a retiree's essential spending, by...
- [Liability-Matching Retirement Portfolio Strategy Guide](https://www.getswoopr.com/strategies/liability-matching-retirement-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/liability-matching-retirement-portfolio.md)): A liability-matching retirement portfolio divides a retiree's assets into two parts: a safe portfolio of Treasuries, TIPS or annuities sized and structured...
- [Lifecycle Investing Strategy Guide](https://www.getswoopr.com/strategies/lifecycle-investing/) ([Markdown](https://www.getswoopr.com/strategies/lifecycle-investing.md)): Lifecycle investing, as proposed by Ian Ayres and Barry Nalebuff, spreads stock market exposure across time by holding a leveraged equity position when...
- [Liquid Staking Strategy Guide](https://www.getswoopr.com/strategies/liquid-staking-strategy/) ([Markdown](https://www.getswoopr.com/strategies/liquid-staking-strategy.md)): Liquid staking deposits a proof-of-stake coin with a protocol that stakes it and issues a tradable receipt token, such as stETH for Ether, so the holder...
- [Liquidity Buffer Strategy Guide](https://www.getswoopr.com/strategies/liquidity-buffer-strategy/) ([Markdown](https://www.getswoopr.com/strategies/liquidity-buffer-strategy.md)): A liquidity buffer strategy keeps a reserve of assets that can be sold at any time without a price concession, sized to cover the portfolio's foreseeable...
- [Liquidity Mining Strategy Guide](https://www.getswoopr.com/strategies/liquidity-mining-strategy/) ([Markdown](https://www.getswoopr.com/strategies/liquidity-mining-strategy.md)): Liquidity mining supplies tokens to a DeFi protocol's pools or lending markets to earn, in addition to fees or interest, the protocol's own governance token...
- [Liquidity Provision Strategy Guide](https://www.getswoopr.com/strategies/liquidity-provision-strategy/) ([Markdown](https://www.getswoopr.com/strategies/liquidity-provision-strategy.md)): A liquidity provision strategy earns the bid-ask spread by posting resting limit orders on both sides of a market and profiting as other traders cross the...
- [Long Box Spread Strategy Guide](https://www.getswoopr.com/strategies/long-box-spread/) ([Markdown](https://www.getswoopr.com/strategies/long-box-spread.md)): A long box spread buys a bull call spread and a bear put spread at the same two strikes and expiry, paying a net debit today for a position that is worth...
- [Long Call Butterfly Strategy Guide](https://www.getswoopr.com/strategies/long-call-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/long-call-butterfly.md)): A long call butterfly buys one call at a lower strike, sells two calls at a middle strike and buys one call at a higher strike, all with the same expiry and...
- [Long Call Calendar Spread Strategy Guide](https://www.getswoopr.com/strategies/long-call-calendar-spread/) ([Markdown](https://www.getswoopr.com/strategies/long-call-calendar-spread.md)): A long call calendar spread sells a near-term call and buys a longer-dated call at the same strike, paying a net debit, and profits if the stock sits near...
- [Long Call Condor Strategy Guide](https://www.getswoopr.com/strategies/long-call-condor/) ([Markdown](https://www.getswoopr.com/strategies/long-call-condor.md)): A long call condor buys a call at a low strike, sells a call at a higher strike, sells another call at a still higher strike and buys a call at the highest...
- [Long Call Strategy Guide](https://www.getswoopr.com/strategies/long-call/) ([Markdown](https://www.getswoopr.com/strategies/long-call.md)): A long call buys the right, but not the obligation, to purchase 100 shares at a set strike price before expiry, paying a premium that is the most the...
- [Long-Duration Treasury Strategy Guide](https://www.getswoopr.com/strategies/long-duration-treasury-strategy/) ([Markdown](https://www.getswoopr.com/strategies/long-duration-treasury-strategy.md)): A long-duration Treasury strategy holds 20- to 30-year US Treasury bonds, or a fund of them, for their large price gains when yields fall and their...
- [Long Gut Straddle Strategy Guide](https://www.getswoopr.com/strategies/long-gut-straddle/) ([Markdown](https://www.getswoopr.com/strategies/long-gut-straddle.md)): A long gut straddle, or long guts, buys an in-the-money call and an in-the-money put at the same expiry, with the call's strike below the put's strike, so...
- [Long Put Butterfly Strategy Guide](https://www.getswoopr.com/strategies/long-put-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/long-put-butterfly.md)): A long put butterfly buys one put at a higher strike, sells two puts at a middle strike and buys one put at a lower strike, all with the same expiry and...
- [Long Put Calendar Spread Strategy Guide](https://www.getswoopr.com/strategies/long-put-calendar-spread/) ([Markdown](https://www.getswoopr.com/strategies/long-put-calendar-spread.md)): A long put calendar spread sells a near-term put and buys a longer-dated put at the same strike, paying a net debit, so the position profits from the faster...
- [Long Put Condor Strategy Guide](https://www.getswoopr.com/strategies/long-put-condor/) ([Markdown](https://www.getswoopr.com/strategies/long-put-condor.md)): A long put condor buys a put at a high strike, sells puts at two middle strikes, and buys a put at a low strike, all at the same expiry with equal spacing...
- [Long Put Strategy Guide](https://www.getswoopr.com/strategies/long-put/) ([Markdown](https://www.getswoopr.com/strategies/long-put.md)): A long put buys the right to sell 100 shares at a set strike before expiry, paying a premium, which profits from a fall in the stock and, held against...
- [Long/Short Equity Strategy Guide](https://www.getswoopr.com/strategies/long-short-equity/) ([Markdown](https://www.getswoopr.com/strategies/long-short-equity.md)): Long-short equity holds long positions in stocks expected to outperform and short positions in stocks expected to underperform, with the net market exposure...
- [Long Straddle Strategy Guide](https://www.getswoopr.com/strategies/long-straddle/) ([Markdown](https://www.getswoopr.com/strategies/long-straddle.md)): A long straddle buys a call and a put at the same strike and expiry, usually at the money, so the position profits from a large move in either direction and...
- [Long Strangle Strategy Guide](https://www.getswoopr.com/strategies/long-strangle/) ([Markdown](https://www.getswoopr.com/strategies/long-strangle.md)): A long strangle buys an out-of-the-money call and an out-of-the-money put with the same expiry, costing less than a straddle at the same expiry, and profits...
- [Long-Term & Passive Strategies](https://www.getswoopr.com/strategies/long-term-and-passive/) ([Markdown](https://www.getswoopr.com/strategies/long-term-and-passive.md)): Buy-and-hold, index investing, and passive accumulation strategies focused on long-term wealth building with minimal trading and cost efficiency.
- [Low-Beta Investing Strategy Guide](https://www.getswoopr.com/strategies/low-beta-investing/) ([Markdown](https://www.getswoopr.com/strategies/low-beta-investing.md)): Low beta investing holds the stocks with the lowest sensitivity to market moves, measured by beta over one to five years, either long-only for a smoother...
- [Low EV/EBITDA Investing Strategy Guide](https://www.getswoopr.com/strategies/low-ev-ebitda-investing/) ([Markdown](https://www.getswoopr.com/strategies/low-ev-ebitda-investing.md)): Low EV/EBITDA investing selects companies with the lowest ratio of enterprise value, which is market capitalization plus net debt, to earnings before...
- [Low P/B Investing Strategy Guide](https://www.getswoopr.com/strategies/low-p-b-investing/) ([Markdown](https://www.getswoopr.com/strategies/low-p-b-investing.md)): Low price-to-book investing buys stocks with the lowest ratio of market price to book value per share, the classic value measure used in academic research...
- [Low P/E Investing Strategy Guide](https://www.getswoopr.com/strategies/low-p-e-investing/) ([Markdown](https://www.getswoopr.com/strategies/low-p-e-investing.md)): Low price-to-earnings investing buys the stocks with the lowest ratio of price to earnings in the market or their sector, on the long-documented tendency of...
- [Low-Volatility Dividend Investing Strategy Guide](https://www.getswoopr.com/strategies/low-volatility-dividend-investing/) ([Markdown](https://www.getswoopr.com/strategies/low-volatility-dividend-investing.md)): Low volatility dividend investing holds dividend-paying stocks with the lowest price volatility, combining the low-volatility factor with an income...
- [Low Volatility Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/low-volatility-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/low-volatility-factor-investing.md)): Low volatility factor investing holds the stocks with the lowest realized volatility or beta over the past one to three years, on the evidence that they...
- [Low-Volatility Regime Strategy Guide](https://www.getswoopr.com/strategies/low-volatility-regime-strategy/) ([Markdown](https://www.getswoopr.com/strategies/low-volatility-regime-strategy.md)): A low volatility regime strategy adjusts the portfolio when market volatility is unusually low, such as the VIX below 13, either by taking the calm as...
- [Lump-Sum Investing Strategy Guide](https://www.getswoopr.com/strategies/lump-sum-investing/) ([Markdown](https://www.getswoopr.com/strategies/lump-sum-investing.md)): Lump-sum investing puts an available sum, such as an inheritance or bonus, into the target allocation immediately instead of spreading the purchases over...
- [MACD Crossover Strategy Guide](https://www.getswoopr.com/strategies/macd-crossover-strategy/) ([Markdown](https://www.getswoopr.com/strategies/macd-crossover-strategy.md)): A MACD crossover strategy buys when the MACD line (the difference between a 12-period and a 26-period exponential moving average) crosses above its 9-period...
- [MACD Divergence Strategy Guide](https://www.getswoopr.com/strategies/macd-divergence-strategy/) ([Markdown](https://www.getswoopr.com/strategies/macd-divergence-strategy.md)): A MACD divergence strategy looks for price making a new high while the MACD line or histogram makes a lower high (bearish divergence), or price making a new...
- [Macro Trend Strategy Guide](https://www.getswoopr.com/strategies/macro-trend-strategy/) ([Markdown](https://www.getswoopr.com/strategies/macro-trend-strategy.md)): A macro trend strategy follows the trend in macroeconomic variables, such as the direction of inflation, growth, rates or the dollar, rather than in prices...
- [Magic Formula Investing Strategy Guide](https://www.getswoopr.com/strategies/magic-formula-investing/) ([Markdown](https://www.getswoopr.com/strategies/magic-formula-investing.md)): Magic formula investing, from Joel Greenblatt's book The Little Book That Beats the Market, ranks stocks on two measures, earnings yield (EBIT to enterprise...
- [Managed Futures Crisis Hedge Strategy Guide](https://www.getswoopr.com/strategies/managed-futures-crisis-hedge/) ([Markdown](https://www.getswoopr.com/strategies/managed-futures-crisis-hedge.md)): A managed futures crisis hedge allocates part of a portfolio to trend-following managed futures funds, which trade long and short across equity, bond...
- [Managed Futures Strategy Guide](https://www.getswoopr.com/strategies/managed-futures/) ([Markdown](https://www.getswoopr.com/strategies/managed-futures.md)): Managed futures is an allocation to systematic trend-following managers, often called CTAs, who trade long and short across dozens of futures markets in...
- [Market Breadth Strategy Guide](https://www.getswoopr.com/strategies/market-breadth-strategy/) ([Markdown](https://www.getswoopr.com/strategies/market-breadth-strategy.md)): A market breadth strategy sets equity exposure by how many stocks are participating in the market's move, using measures such as the percentage of stocks...
- [Market-Cap-Weighted Crypto Basket Strategy Guide](https://www.getswoopr.com/strategies/market-cap-weighted-crypto-basket/) ([Markdown](https://www.getswoopr.com/strategies/market-cap-weighted-crypto-basket.md)): A market-cap-weighted crypto basket holds a set of cryptocurrencies in proportion to their market value, so Bitcoin and Ether dominate and the smaller coins...
- [Market-Cap-Weighted Portfolio Strategy Guide](https://www.getswoopr.com/strategies/market-cap-weighted-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/market-cap-weighted-portfolio.md)): A market-cap-weighted portfolio holds each stock in proportion to its market capitalization, which is how most broad index funds are built, so the...
- [Market Regime & Macro Strategies](https://www.getswoopr.com/strategies/market-regime-and-macro/) ([Markdown](https://www.getswoopr.com/strategies/market-regime-and-macro.md)): Strategies that adapt to macroeconomic conditions, business cycles, and market regimes, including global macro, tactical asset allocation, and trend-following
- [Maximum Diversification Portfolio Strategy Guide](https://www.getswoopr.com/strategies/maximum-diversification-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/maximum-diversification-portfolio.md)): A maximum diversification portfolio weights assets to maximize the diversification ratio, the weighted average volatility of the holdings divided by the...
- [Maximum Drawdown Rule Strategy Guide](https://www.getswoopr.com/strategies/maximum-drawdown-rule/) ([Markdown](https://www.getswoopr.com/strategies/maximum-drawdown-rule.md)): A maximum drawdown rule sets a loss limit for the portfolio or for each position, measured from the peak value, at which exposure is reduced or the position...
- [Maximum Sharpe Portfolio Strategy Guide](https://www.getswoopr.com/strategies/maximum-sharpe-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/maximum-sharpe-portfolio.md)): The maximum Sharpe ratio portfolio, also called the tangency portfolio, is the set of weights that gives the highest expected excess return per unit of...
- [Mean Reversion Strategy Guide](https://www.getswoopr.com/strategies/mean-reversion/) ([Markdown](https://www.getswoopr.com/strategies/mean-reversion.md)): Mean reversion bets that a price, spread or ratio that has moved unusually far from its recent average will move back toward it, so it buys after sharp...
- [Mean-Variance Optimization Strategy Guide](https://www.getswoopr.com/strategies/mean-variance-optimization/) ([Markdown](https://www.getswoopr.com/strategies/mean-variance-optimization.md)): Mean-variance optimization, from Harry Markowitz, picks portfolio weights that give the highest expected return for a chosen level of volatility, or the...
- [Mechanical Sell Discipline Strategy Guide](https://www.getswoopr.com/strategies/mechanical-sell-discipline/) ([Markdown](https://www.getswoopr.com/strategies/mechanical-sell-discipline.md)): A mechanical sell discipline fixes in advance the conditions under which a position is sold, such as a price target, a stop loss, a time limit, a valuation...
- [Medicare IRMAA-Aware Withdrawal Strategy Guide](https://www.getswoopr.com/strategies/medicare-irmaa-aware-withdrawal-strategy/) ([Markdown](https://www.getswoopr.com/strategies/medicare-irmaa-aware-withdrawal-strategy.md)): A Medicare IRMAA-aware withdrawal strategy manages retirement income so that modified adjusted gross income stays below the thresholds at which Medicare...
- [Mega Backdoor Roth Strategy Guide](https://www.getswoopr.com/strategies/mega-backdoor-roth-strategy/) ([Markdown](https://www.getswoopr.com/strategies/mega-backdoor-roth-strategy.md)): A mega backdoor Roth strategy makes after-tax contributions to a 401(k) plan above the regular pre-tax and Roth limits, up to the overall annual plan limit...
- [Megatrend Investing Strategy Guide](https://www.getswoopr.com/strategies/megatrend-investing/) ([Markdown](https://www.getswoopr.com/strategies/megatrend-investing.md)): Megatrend investing allocates to long-term structural shifts expected to play out over decades, such as aging populations, urbanization, electrification...
- [Mental-Accounting-Aware Bucket Strategy Guide](https://www.getswoopr.com/strategies/mental-accounting-aware-bucket-strategy/) ([Markdown](https://www.getswoopr.com/strategies/mental-accounting-aware-bucket-strategy.md)): A mental-accounting-aware bucket strategy deliberately uses the human tendency to treat money in separate accounts differently, by labeling buckets for...
- [Merger Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/merger-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/merger-arbitrage.md)): Merger arbitrage buys the shares of a company that has agreed to be acquired, at a discount to the deal price, and holds until the deal closes, earning the...
- [Mezzanine Debt Strategy Guide](https://www.getswoopr.com/strategies/mezzanine-debt-strategy/) ([Markdown](https://www.getswoopr.com/strategies/mezzanine-debt-strategy.md)): A mezzanine debt strategy lends to companies in the layer between senior secured debt and equity, through subordinated loans or notes that carry high...
- [Mid-Cap Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/mid-cap-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/mid-cap-growth-investing.md)): Mid-cap growth investing targets companies between roughly 2 and 10 billion in market value that are growing faster than the market, on the view that they...
- [Minimum Variance Portfolio Strategy Guide](https://www.getswoopr.com/strategies/minimum-variance-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/minimum-variance-portfolio.md)): The minimum variance portfolio is the set of weights that produces the lowest possible portfolio volatility from a group of assets, found from their...
- [Minimum Volatility Portfolio Strategy Guide](https://www.getswoopr.com/strategies/minimum-volatility-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/minimum-volatility-portfolio.md)): A minimum volatility portfolio chooses the weights that minimize expected portfolio volatility given the assets' estimated volatilities and correlations...
- [Momentum Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/momentum-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/momentum-factor-investing.md)): Momentum factor investing buys the stocks with the strongest returns over the past 6 to 12 months, usually skipping the most recent month, and sells or...
- [Momentum Trading Strategy Guide](https://www.getswoopr.com/strategies/momentum-trading/) ([Markdown](https://www.getswoopr.com/strategies/momentum-trading.md)): Momentum trading buys securities that are already rising strongly on high volume and sells them when the rate of advance slows, holding for days to months...
- [Monetary-Policy Regime Strategy Guide](https://www.getswoopr.com/strategies/monetary-policy-regime-strategy/) ([Markdown](https://www.getswoopr.com/strategies/monetary-policy-regime-strategy.md)): A monetary policy regime strategy sets the portfolio by the central bank's stance, easing, on hold or tightening, as read from the policy rate's direction...
- [Moving Average Crossover Strategy Guide](https://www.getswoopr.com/strategies/moving-average-crossover-strategy/) ([Markdown](https://www.getswoopr.com/strategies/moving-average-crossover-strategy.md)): A moving average crossover strategy buys when a faster moving average crosses above a slower one and sells when it crosses below, the simplest mechanical...
- [Moving Average Crossover System Strategy Guide](https://www.getswoopr.com/strategies/moving-average-crossover-system/) ([Markdown](https://www.getswoopr.com/strategies/moving-average-crossover-system.md)): A moving average crossover system is a complete trading plan built around average crossovers: entry rules on the crossover, position sizing by volatility...
- [Multi-Asset Income Strategy Guide](https://www.getswoopr.com/strategies/multi-asset-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/multi-asset-income-strategy.md)): A multi-asset income strategy builds a portfolio across dividend stocks, investment-grade and high-yield bonds, preferred shares, REITs, infrastructure and...
- [Multi-Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/multi-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/multi-factor-investing.md)): Multi-factor investing combines several equity factors, usually value, momentum, quality, size and low volatility, in one portfolio, either by blending...
- [Multi-Factor Ranking Strategy Guide](https://www.getswoopr.com/strategies/multi-factor-ranking-strategy/) ([Markdown](https://www.getswoopr.com/strategies/multi-factor-ranking-strategy.md)): A multi-factor ranking strategy scores every stock in a universe on several factors at once, such as value, momentum, quality and low volatility, combines...
- [Multi-Strategy Hedge Fund Approach Strategy Guide](https://www.getswoopr.com/strategies/multi-strategy-hedge-fund-approach/) ([Markdown](https://www.getswoopr.com/strategies/multi-strategy-hedge-fund-approach.md)): A multi-strategy hedge fund approach runs many distinct trading strategies, such as equity long-short, convertible arbitrage, macro, credit and...
- [Municipal Bond Income Strategy Guide](https://www.getswoopr.com/strategies/municipal-bond-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/municipal-bond-income-strategy.md)): A municipal bond income strategy holds bonds issued by US states, cities and public authorities for interest that is exempt from federal income tax and...
- [Municipal Bond Ladder Strategy Guide](https://www.getswoopr.com/strategies/municipal-bond-ladder/) ([Markdown](https://www.getswoopr.com/strategies/municipal-bond-ladder.md)): A municipal bond ladder holds tax-exempt bonds from state and local issuers with staggered maturities and reinvests each maturing bond at the long end...
- [Municipal Bond Tax-Equivalent Yield Strategy Guide](https://www.getswoopr.com/strategies/municipal-bond-tax-equivalent-yield-strategy/) ([Markdown](https://www.getswoopr.com/strategies/municipal-bond-tax-equivalent-yield-strategy.md)): The tax-equivalent yield strategy makes the municipal-versus-taxable bond decision with one calculation, converting a municipal bond's tax-free yield into...
- [Municipal Bond Tax Strategy Guide](https://www.getswoopr.com/strategies/municipal-bond-tax-strategy/) ([Markdown](https://www.getswoopr.com/strategies/municipal-bond-tax-strategy.md)): A municipal bond tax strategy uses the federal, and often state, income tax exemption on interest from state and local government bonds to raise the...
- [Net-Net Investing Strategy Guide](https://www.getswoopr.com/strategies/net-net-investing/) ([Markdown](https://www.getswoopr.com/strategies/net-net-investing.md)): Net-net investing, from Benjamin Graham, buys stocks trading below their net current asset value, which is current assets minus all liabilities, so the...
- [News Trading Strategy Guide](https://www.getswoopr.com/strategies/news-trading/) ([Markdown](https://www.getswoopr.com/strategies/news-trading.md)): News trading takes positions in the minutes around a scheduled or unscheduled announcement, such as an economic release, a central bank decision or a...
- [No-Market-Timing Strategy Guide](https://www.getswoopr.com/strategies/no-market-timing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/no-market-timing-strategy.md)): A no-market-timing strategy commits to staying fully invested in the policy allocation through every market condition, never moving to cash on a forecast...
- [Odd-Lot Tender Strategy Guide](https://www.getswoopr.com/strategies/odd-lot-tender-strategy/) ([Markdown](https://www.getswoopr.com/strategies/odd-lot-tender-strategy.md)): An odd-lot tender strategy buys fewer than 100 shares of a company that has announced a partial tender offer with an odd-lot preference, under which holders...
- [On-Balance Volume Confirmation Strategy Guide](https://www.getswoopr.com/strategies/on-balance-volume-confirmation-strategy/) ([Markdown](https://www.getswoopr.com/strategies/on-balance-volume-confirmation-strategy.md)): An on-balance volume confirmation strategy takes a price breakout or trend signal only when on-balance volume, the running total of volume on up days minus...
- [One-Fund Portfolio Strategy Guide](https://www.getswoopr.com/strategies/one-fund-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/one-fund-portfolio.md)): A one-fund portfolio holds a single diversified fund, such as a target-date fund, a balanced fund or a global all-cap index fund, as the investor's entire...
- [Opening Auction Strategy Guide](https://www.getswoopr.com/strategies/opening-auction-strategy/) ([Markdown](https://www.getswoopr.com/strategies/opening-auction-strategy.md)): An opening auction strategy submits orders to participate in the exchange's opening cross, the single price at which buy and sell orders accumulated before...
- [Opening Range Breakout Strategy Guide](https://www.getswoopr.com/strategies/opening-range-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/opening-range-breakout-strategy.md)): An opening range breakout defines the high and low of the first minutes of the session, commonly the first 5, 15 or 30 minutes, and enters long on a break...
- [Opportunistic Real Estate Strategy Guide](https://www.getswoopr.com/strategies/opportunistic-real-estate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/opportunistic-real-estate-strategy.md)): An opportunistic real estate strategy takes the highest-risk positions in property, including ground-up development, distressed debt, land, emerging markets...
- [Option-Based Portfolio Insurance Strategy Guide](https://www.getswoopr.com/strategies/option-based-portfolio-insurance/) ([Markdown](https://www.getswoopr.com/strategies/option-based-portfolio-insurance.md)): Option-based portfolio insurance protects a portfolio with purchased index put options, so that losses below the put's strike are offset by the put's gains...
- [Option Premium Income Strategy Guide](https://www.getswoopr.com/strategies/option-premium-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/option-premium-income-strategy.md)): An option premium income strategy sells options against a portfolio on a schedule, through covered calls on stocks held, cash-secured puts on stocks to be...
- [Options - Advanced](https://www.getswoopr.com/strategies/options-advanced-and-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/options-advanced-and-arbitrage.md)): Complex options strategies including volatility arbitrage, dispersion trading, gamma scalping, and other multi-leg constructions for advanced practitioners.
- [Options - Core & Directional Strategies](https://www.getswoopr.com/strategies/options-core-and-directional/) ([Markdown](https://www.getswoopr.com/strategies/options-core-and-directional.md)): Fundamental options strategies including covered calls, protective puts, long calls and puts, and other directional plays for income or speculation.
- [Options - Time & Diagonal Strategies](https://www.getswoopr.com/strategies/options-time-and-diagonal/) ([Markdown](https://www.getswoopr.com/strategies/options-time-and-diagonal.md)): Time-decay focused options strategies including calendar spreads, diagonal spreads, LEAPS strategies, and other time-value-based approaches.
- [Options - Vertical Spreads Strategies](https://www.getswoopr.com/strategies/options-vertical-spreads/) ([Markdown](https://www.getswoopr.com/strategies/options-vertical-spreads.md)): Options spread strategies using vertical combinations including bull call spreads, bear put spreads, credit spreads, and defined-risk directional trades.
- [Options - Volatility & Range Strategies](https://www.getswoopr.com/strategies/options-volatility-and-range/) ([Markdown](https://www.getswoopr.com/strategies/options-volatility-and-range.md)): Options strategies designed to profit from volatility levels or range-bound markets, including straddles, strangles, iron condors, and butterflies.
- [Overnight Return Strategy Guide](https://www.getswoopr.com/strategies/overnight-return-strategy/) ([Markdown](https://www.getswoopr.com/strategies/overnight-return-strategy.md)): An overnight return strategy holds stock exposure only from the close to the next open, buying at the close and selling at the open, to capture the finding...
- [Owner Earnings Investing Strategy Guide](https://www.getswoopr.com/strategies/owner-earnings-investing/) ([Markdown](https://www.getswoopr.com/strategies/owner-earnings-investing.md)): Owner earnings investing values a company on the cash its owner could take out each year without harming the business, Warren Buffett's definition of...
- [Pairs Relative-Value Trading Strategy Guide](https://www.getswoopr.com/strategies/pairs-relative-value-trading/) ([Markdown](https://www.getswoopr.com/strategies/pairs-relative-value-trading.md)): Pairs trading buys one security and shorts a closely related one when the spread between them stretches beyond its usual range, betting the spread will...
- [Partial Annuitization Strategy Guide](https://www.getswoopr.com/strategies/partial-annuitization-strategy/) ([Markdown](https://www.getswoopr.com/strategies/partial-annuitization-strategy.md)): Partial annuitization converts a portion of retirement savings, often 20 to 40 percent, into a single premium immediate annuity or deferred income annuity...
- [Partial Currency Hedging Strategy Guide](https://www.getswoopr.com/strategies/partial-currency-hedging/) ([Markdown](https://www.getswoopr.com/strategies/partial-currency-hedging.md)): Partial currency hedging hedges a fixed fraction of a portfolio's foreign-currency exposure, commonly 50 percent, rather than all or none, using forward...
- [Participation-of-Volume Strategy Guide](https://www.getswoopr.com/strategies/participation-of-volume-strategy/) ([Markdown](https://www.getswoopr.com/strategies/participation-of-volume-strategy.md)): A participation-of-volume strategy executes an order as a fixed percentage of the market's trading volume as it occurs, such as 10 percent of every print...
- [Passive Index Investing Strategy Guide](https://www.getswoopr.com/strategies/passive-index-investing/) ([Markdown](https://www.getswoopr.com/strategies/passive-index-investing.md)): Passive index investing holds funds that replicate a market index, such as a total stock market or total bond market index, at the lowest available cost...
- [Passive Limit-Order Strategy Guide](https://www.getswoopr.com/strategies/passive-limit-order-strategy/) ([Markdown](https://www.getswoopr.com/strategies/passive-limit-order-strategy.md)): A passive limit order strategy enters and exits positions only with limit orders placed at or inside the current bid or ask, so the trader earns the bid-ask...
- [Pay-Yourself-First Investing Strategy Guide](https://www.getswoopr.com/strategies/pay-yourself-first-investing/) ([Markdown](https://www.getswoopr.com/strategies/pay-yourself-first-investing.md)): Pay yourself first directs a fixed share of each paycheck to savings and investments before any discretionary spending, treating the contribution as a...
- [Permanent Portfolio Strategy Guide](https://www.getswoopr.com/strategies/permanent-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/permanent-portfolio.md)): The Permanent Portfolio, from Harry Browne, holds 25 percent each in stocks, long-term Treasury bonds, cash or Treasury bills, and gold, on the idea that...
- [Perpetual-Futures Funding-Rate Strategy Guide](https://www.getswoopr.com/strategies/perpetual-futures-funding-rate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/perpetual-futures-funding-rate-strategy.md)): A funding rate strategy takes the side of a perpetual swap that receives the periodic funding payment, shorting the perpetual against a spot hedge when...
- [Peter Lynch Growth-at-a-Reasonable-Price Style Strategy Guide](https://www.getswoopr.com/strategies/peter-lynch-growth-at-a-reasonable-price-style/) ([Markdown](https://www.getswoopr.com/strategies/peter-lynch-growth-at-a-reasonable-price-style.md)): The Peter Lynch style buys understandable companies with earnings growth that the investor can observe in daily life, classifies each stock by type (slow...
- [Pivot Point Trading Strategy Guide](https://www.getswoopr.com/strategies/pivot-point-trading/) ([Markdown](https://www.getswoopr.com/strategies/pivot-point-trading.md)): Pivot point trading uses levels computed from the prior period's high, low and close, a central pivot and support and resistance levels above and below it...
- [Poor Man's Covered Call Strategy Guide](https://www.getswoopr.com/strategies/poor-mans-covered-call/) ([Markdown](https://www.getswoopr.com/strategies/poor-mans-covered-call.md)): The poor man's covered call is a diagonal spread that buys a long-dated in-the-money call and sells a near-dated out-of-the-money call against it, imitating...
- [Poor Man's Covered Put Strategy Guide](https://www.getswoopr.com/strategies/poor-mans-covered-put/) ([Markdown](https://www.getswoopr.com/strategies/poor-mans-covered-put.md)): A poor man's covered put substitutes a long-dated, deep in-the-money put for a short stock position and sells shorter-dated out-of-the-money puts against...
- [Portable Alpha Strategy Guide](https://www.getswoopr.com/strategies/portable-alpha/) ([Markdown](https://www.getswoopr.com/strategies/portable-alpha.md)): Portable alpha separates a portfolio's market exposure from its source of excess return: the market beta is obtained cheaply through index futures or swaps...
- [Portfolio Construction](https://www.getswoopr.com/strategies/portfolio-construction-and-allocation/) ([Markdown](https://www.getswoopr.com/strategies/portfolio-construction-and-allocation.md)): Strategies focused on building, diversifying, and structuring portfolios including all-weather, risk parity, barbell, and multi-asset allocation frameworks.
- [Portfolio Insurance Strategy Guide](https://www.getswoopr.com/strategies/portfolio-insurance/) ([Markdown](https://www.getswoopr.com/strategies/portfolio-insurance.md)): Portfolio insurance is any strategy that caps a portfolio's loss at a chosen floor over a defined horizon while keeping some participation in gains...
- [Position Trading Strategy Guide](https://www.getswoopr.com/strategies/position-trading/) ([Markdown](https://www.getswoopr.com/strategies/position-trading.md)): Position trading holds a trade for weeks to months to capture a major trend, ignoring daily noise, using weekly charts and fundamental or macro drivers to...
- [Post-Earnings Announcement Drift Strategy Guide](https://www.getswoopr.com/strategies/post-earnings-announcement-drift/) ([Markdown](https://www.getswoopr.com/strategies/post-earnings-announcement-drift.md)): Post-earnings announcement drift (PEAD) is the tendency of a stock's price to keep moving in the direction of an earnings surprise for weeks after the...
- [Post-Spin Investing Strategy Guide](https://www.getswoopr.com/strategies/post-spin-investing/) ([Markdown](https://www.getswoopr.com/strategies/post-spin-investing.md)): Post-spin investing buys the shares of a newly spun-off company in the months after the separation, or sometimes the slimmed-down parent, once the forced...
- [Pre-Commitment Investing Rules Strategy Guide](https://www.getswoopr.com/strategies/pre-commitment-investing-rules/) ([Markdown](https://www.getswoopr.com/strategies/pre-commitment-investing-rules.md)): Pre-commitment investing rules are decisions made in advance that bind the investor's future behavior, such as a rule to add to the portfolio after every 10...
- [Pre-Market Trading Strategy Guide](https://www.getswoopr.com/strategies/pre-market-trading-strategy/) ([Markdown](https://www.getswoopr.com/strategies/pre-market-trading-strategy.md)): A pre-market trading strategy trades in the session before the regular open, typically from 4:00 to 9:30 a.m. Eastern in US stocks, to position on overnight...
- [Precious Metals Diversification Strategy Guide](https://www.getswoopr.com/strategies/precious-metals-diversification/) ([Markdown](https://www.getswoopr.com/strategies/precious-metals-diversification.md)): Precious metals diversification holds a mix of gold, silver, platinum and palladium, through physical-backed funds or bullion, as a sleeve that behaves...
- [Preferred Stock Income Strategy Guide](https://www.getswoopr.com/strategies/preferred-stock-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/preferred-stock-income-strategy.md)): A preferred stock income strategy holds preferred shares, which pay fixed or floating dividends that rank ahead of common dividends and behind bond...
- [Price Action Trading Strategy Guide](https://www.getswoopr.com/strategies/price-action-trading/) ([Markdown](https://www.getswoopr.com/strategies/price-action-trading.md)): Price action trading reads the chart's bars, swings, support and resistance levels and the behavior of price at those levels, without indicators, to decide...
- [Price Momentum Ranking Strategy Guide](https://www.getswoopr.com/strategies/price-momentum-ranking/) ([Markdown](https://www.getswoopr.com/strategies/price-momentum-ranking.md)): Price momentum ranking is the core mechanic of momentum investing: every stock is scored by its past return over a window such as 12 months, skipping the...
- [Private Credit Strategy Guide](https://www.getswoopr.com/strategies/private-credit-strategy/) ([Markdown](https://www.getswoopr.com/strategies/private-credit-strategy.md)): A private credit strategy lends to companies outside the public bond and syndicated loan markets, usually through a fund that originates senior secured...
- [Private Equity Buyout Strategy Guide](https://www.getswoopr.com/strategies/private-equity-buyout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/private-equity-buyout-strategy.md)): A private equity buyout strategy invests in funds that acquire whole companies, usually with substantial debt, improve their operations or financial...
- [Private Market Value Investing Strategy Guide](https://www.getswoopr.com/strategies/private-market-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/private-market-value-investing.md)): Private market value investing values a public company at the price an informed private buyer would pay for the whole business, based on takeover multiples...
- [Profitability Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/profitability-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/profitability-factor-investing.md)): Profitability factor investing tilts toward companies with high operating profitability, measured as revenue minus cost of goods sold, selling and...
- [Profitability Investing Strategy Guide](https://www.getswoopr.com/strategies/profitability-investing/) ([Markdown](https://www.getswoopr.com/strategies/profitability-investing.md)): Profitability investing selects companies with high and stable profitability, measured by gross profits to assets, operating margins or return on equity, on...
- [Protective Call Strategy Guide](https://www.getswoopr.com/strategies/protective-call/) ([Markdown](https://www.getswoopr.com/strategies/protective-call.md)): A protective call buys a call option against a short stock position, capping the loss if the stock rallies above the strike while leaving the short free to...
- [Protective Index Put Overlay Strategy Guide](https://www.getswoopr.com/strategies/protective-index-put-overlay/) ([Markdown](https://www.getswoopr.com/strategies/protective-index-put-overlay.md)): A protective index put overlay buys put options on a broad index, such as S&P 500 puts, against a diversified stock portfolio, so that a market decline...
- [Protective Put Crypto Strategy Guide](https://www.getswoopr.com/strategies/protective-put-crypto-strategy/) ([Markdown](https://www.getswoopr.com/strategies/protective-put-crypto-strategy.md)): A protective put crypto strategy buys put options on bitcoin or ether against a holding of the same coin, so that a decline below the put's strike is offset...
- [Proxy Catalyst Strategy Guide](https://www.getswoopr.com/strategies/proxy-catalyst-strategy/) ([Markdown](https://www.getswoopr.com/strategies/proxy-catalyst-strategy.md)): A proxy catalyst strategy invests ahead of a shareholder vote that could change a company's value, such as a contested board election, a merger vote, a...
- [Public vs Private Real Estate Barbell Strategy Guide](https://www.getswoopr.com/strategies/public-vs-private-real-estate-barbell/) ([Markdown](https://www.getswoopr.com/strategies/public-vs-private-real-estate-barbell.md)): A public versus private real estate barbell holds real estate through two channels at once: listed REITs, which are liquid, transparent and priced daily...
- [Pullback Trading Strategy Guide](https://www.getswoopr.com/strategies/pullback-trading/) ([Markdown](https://www.getswoopr.com/strategies/pullback-trading.md)): Pullback trading enters in the direction of an established trend after a short counter-move, such as a dip to a rising moving average or a prior breakout...
- [Purchasing-Power-Parity Currency Strategy Guide](https://www.getswoopr.com/strategies/purchasing-power-parity-currency-strategy/) ([Markdown](https://www.getswoopr.com/strategies/purchasing-power-parity-currency-strategy.md)): A purchasing power parity (PPP) currency strategy buys currencies that are cheap relative to their PPP fair value, the exchange rate at which a basket of...
- [Put Backspread Strategy Guide](https://www.getswoopr.com/strategies/put-backspread/) ([Markdown](https://www.getswoopr.com/strategies/put-backspread.md)): A put backspread sells one put at a higher strike and buys two or more puts at a lower strike, at the same expiry, usually for a net credit or small debit...
- [Put Spread Collar Strategy Guide](https://www.getswoopr.com/strategies/put-spread-collar/) ([Markdown](https://www.getswoopr.com/strategies/put-spread-collar.md)): A put spread collar hedges a stock position by buying a put, selling a further out-of-the-money put to reduce the cost, and selling a call above the market...
- [Put Spread Hedge Strategy Guide](https://www.getswoopr.com/strategies/put-spread-hedge/) ([Markdown](https://www.getswoopr.com/strategies/put-spread-hedge.md)): A put spread hedge protects a portfolio by buying an index put and selling a further out-of-the-money put at the same expiry, which cuts the premium cost by...
- [PutWrite Strategy Guide](https://www.getswoopr.com/strategies/putwrite-strategy/) ([Markdown](https://www.getswoopr.com/strategies/putwrite-strategy.md)): A put-write strategy sells cash-secured puts on an index or stock every month, holding Treasury bills as collateral, and collects the premium; it is what...
- [Pyramiding Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/pyramiding-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/pyramiding-position-sizing.md)): Pyramiding position sizing adds to a winning position in decreasing increments as the price moves in the trade's favor, such as a full unit at entry, a half...
- [Qualified Charitable Distribution Strategy Guide](https://www.getswoopr.com/strategies/qualified-charitable-distribution-strategy/) ([Markdown](https://www.getswoopr.com/strategies/qualified-charitable-distribution-strategy.md)): A qualified charitable distribution (QCD) sends money directly from an IRA to a charity, which counts toward the required minimum distribution but is...
- [Qualified Longevity Annuity Contract Strategy Guide](https://www.getswoopr.com/strategies/qualified-longevity-annuity-contract-strategy/) ([Markdown](https://www.getswoopr.com/strategies/qualified-longevity-annuity-contract-strategy.md)): A qualified longevity annuity contract (QLAC) uses money from a traditional IRA or 401(k) to buy a deferred income annuity that starts paying as late as age...
- [Qualified Opportunity Zone Strategy Guide](https://www.getswoopr.com/strategies/qualified-opportunity-zone-strategy/) ([Markdown](https://www.getswoopr.com/strategies/qualified-opportunity-zone-strategy.md)): A qualified opportunity zone strategy reinvests capital gains into a qualified opportunity fund that invests in designated low-income census tracts...
- [Quality at a Reasonable Price Strategy Guide](https://www.getswoopr.com/strategies/quality-at-a-reasonable-price/) ([Markdown](https://www.getswoopr.com/strategies/quality-at-a-reasonable-price.md)): Quality at a reasonable price buys companies that score highly on quality measures, such as returns on capital, earnings stability, low leverage and...
- [Quality Dividend Investing Strategy Guide](https://www.getswoopr.com/strategies/quality-dividend-investing/) ([Markdown](https://www.getswoopr.com/strategies/quality-dividend-investing.md)): Quality dividend investing selects dividend-paying companies by the quality of the business, measured by return on equity, earnings stability, low leverage...
- [Quality Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/quality-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/quality-factor-investing.md)): Quality factor investing buys companies with high and stable profitability, low leverage and conservative accounting, and avoids the opposite, on the...
- [Quality Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/quality-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/quality-growth-investing.md)): Quality growth investing buys companies that combine high and durable returns on capital with sustained revenue and earnings growth, such as businesses with...
- [Quality-Minus-Junk Strategy Guide](https://www.getswoopr.com/strategies/quality-minus-junk-strategy/) ([Markdown](https://www.getswoopr.com/strategies/quality-minus-junk-strategy.md)): Quality minus junk, from Asness, Frazzini and Pedersen, goes long stocks scoring highest on a composite of profitability, growth and safety (low beta, low...
- [Quantitative & Systematic Strategies](https://www.getswoopr.com/strategies/quantitative-and-systematic/) ([Markdown](https://www.getswoopr.com/strategies/quantitative-and-systematic.md)): Algorithm-driven, rules-based, and quantitative strategies including systematic trend following, mean reversion, machine learning approaches, and factor model
- [Quantitative Quality Strategy Guide](https://www.getswoopr.com/strategies/quantitative-quality-strategy/) ([Markdown](https://www.getswoopr.com/strategies/quantitative-quality-strategy.md)): A quantitative quality strategy screens companies mechanically on a defined set of quality measures, such as return on invested capital, gross margin...
- [Quantitative Value Strategy Guide](https://www.getswoopr.com/strategies/quantitative-value-strategy/) ([Markdown](https://www.getswoopr.com/strategies/quantitative-value-strategy.md)): A quantitative value strategy buys cheap stocks selected entirely by rules, ranking a universe on one or more valuation ratios such as enterprise value to...
- [Range Trading Strategy Guide](https://www.getswoopr.com/strategies/range-trading/) ([Markdown](https://www.getswoopr.com/strategies/range-trading.md)): Range trading buys near the bottom of a defined price range and sells near the top, with a stop just outside the range, so it earns the oscillation between...
- [Ratio Call Spread Strategy Guide](https://www.getswoopr.com/strategies/ratio-call-spread/) ([Markdown](https://www.getswoopr.com/strategies/ratio-call-spread.md)): A ratio call spread buys one call at a lower strike and sells two or more calls at a higher strike with the same expiry, often for a net credit, profiting...
- [Ratio Put Spread Strategy Guide](https://www.getswoopr.com/strategies/ratio-put-spread/) ([Markdown](https://www.getswoopr.com/strategies/ratio-put-spread.md)): A ratio put spread buys one put at a higher strike and sells two puts at a lower strike at the same expiry, typically for a small credit or near zero cost...
- [Real Estate & REITs Strategies](https://www.getswoopr.com/strategies/real-estate-and-reits/) ([Markdown](https://www.getswoopr.com/strategies/real-estate-and-reits.md)): Strategies for real estate exposure through REITs, direct ownership, real estate crowdfunding, mortgage lending, and other property-related investment approac
- [Real Estate Crowdfunding Strategy Guide](https://www.getswoopr.com/strategies/real-estate-crowdfunding-strategy/) ([Markdown](https://www.getswoopr.com/strategies/real-estate-crowdfunding-strategy.md)): Real estate crowdfunding invests through online platforms that pool many investors' money into individual properties, developments or diversified funds...
- [Real Estate Development Strategy Guide](https://www.getswoopr.com/strategies/real-estate-development-strategy/) ([Markdown](https://www.getswoopr.com/strategies/real-estate-development-strategy.md)): A real estate development strategy buys land or a site, obtains entitlements, designs and constructs a building, leases or sells it, and earns the...
- [Real Estate Syndication Strategy Guide](https://www.getswoopr.com/strategies/real-estate-syndication-strategy/) ([Markdown](https://www.getswoopr.com/strategies/real-estate-syndication-strategy.md)): A real estate syndication pools money from many investors to buy a single property or a small portfolio, with a sponsor who finds, finances and manages the...
- [Rebalancing & Position Policy Strategies](https://www.getswoopr.com/strategies/rebalancing-and-position-policy/) ([Markdown](https://www.getswoopr.com/strategies/rebalancing-and-position-policy.md)): Strategies governing how portfolios are maintained over time including threshold rebalancing, calendar rebalancing, tax-loss harvesting, and position sizing f
- [Rebalancing Overlay Strategy Guide](https://www.getswoopr.com/strategies/rebalancing-overlay-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rebalancing-overlay-strategy.md)): A rebalancing overlay restores a multi-asset portfolio's target weights using derivatives, such as index futures, rather than by trading the underlying...
- [Rebalancing Sell Strategy Guide](https://www.getswoopr.com/strategies/rebalancing-sell-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rebalancing-sell-strategy.md)): A rebalancing sell strategy uses the portfolio's policy weights as the only reason to sell a winning position, trimming any holding that has grown past its...
- [Recession-Resilient Portfolio Strategy Guide](https://www.getswoopr.com/strategies/recession-resilient-portfolio-strategy/) ([Markdown](https://www.getswoopr.com/strategies/recession-resilient-portfolio-strategy.md)): A recession-resilient portfolio is built in advance to limit damage in a recession rather than to time one, by holding a permanent allocation to Treasuries...
- [Regime-Switching Strategy Guide](https://www.getswoopr.com/strategies/regime-switching-strategy/) ([Markdown](https://www.getswoopr.com/strategies/regime-switching-strategy.md)): A regime-switching strategy classifies the market into states, such as low and high volatility or expansion and contraction, using a statistical model or a...
- [REIT Income Investing Strategy Guide](https://www.getswoopr.com/strategies/reit-income-investing/) ([Markdown](https://www.getswoopr.com/strategies/reit-income-investing.md)): REIT income investing holds real estate investment trusts primarily for their dividend stream, selecting trusts whose rents and funds from operations cover...
- [REIT Income Strategy Guide](https://www.getswoopr.com/strategies/reit-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/reit-income-strategy.md)): A REIT income strategy holds real estate investment trusts, which own income-producing property and must distribute at least 90 percent of taxable income as...
- [REIT Investing Strategy Guide](https://www.getswoopr.com/strategies/reit-investing/) ([Markdown](https://www.getswoopr.com/strategies/reit-investing.md)): REIT investing holds real estate investment trusts, companies that own income-producing property and must distribute at least 90 percent of taxable income...
- [REIT Momentum Strategy Guide](https://www.getswoopr.com/strategies/reit-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/reit-momentum-strategy.md)): A REIT momentum strategy ranks real estate investment trusts by trailing price performance over 6 to 12 months and holds the leaders while avoiding the...
- [REIT Sector Rotation Strategy Guide](https://www.getswoopr.com/strategies/reit-sector-rotation/) ([Markdown](https://www.getswoopr.com/strategies/reit-sector-rotation.md)): REIT sector rotation shifts a real estate allocation among property types, such as apartments, industrial, retail, office, health care, data centers and...
- [REIT Value Strategy Guide](https://www.getswoopr.com/strategies/reit-value-strategy/) ([Markdown](https://www.getswoopr.com/strategies/reit-value-strategy.md)): A REIT value strategy buys real estate investment trusts trading at a discount to the estimated value of their properties, measured by price against net...
- [Relative Momentum Strategy Guide](https://www.getswoopr.com/strategies/relative-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/relative-momentum-strategy.md)): A relative momentum strategy compares the trailing returns of two or more assets, such as US stocks against international stocks or stocks against bonds...
- [Relative Strength Rotation Strategy Guide](https://www.getswoopr.com/strategies/relative-strength-rotation/) ([Markdown](https://www.getswoopr.com/strategies/relative-strength-rotation.md)): Relative strength rotation holds whichever of a small set of funds, such as sector ETFs or a stock-bond-cash trio, has the strongest trailing performance...
- [Relative Strength Trading Strategy Guide](https://www.getswoopr.com/strategies/relative-strength-trading/) ([Markdown](https://www.getswoopr.com/strategies/relative-strength-trading.md)): Relative strength trading buys stocks or sectors that are outperforming a benchmark, measured by the ratio of their price to the index, and sells those...
- [Relative Value Investing Strategy Guide](https://www.getswoopr.com/strategies/relative-value-investing/) ([Markdown](https://www.getswoopr.com/strategies/relative-value-investing.md)): Relative value investing compares a security's valuation against similar securities rather than an absolute standard, buying the cheaper and often selling...
- [Rental Property Income Strategy Guide](https://www.getswoopr.com/strategies/rental-property-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rental-property-income-strategy.md)): A rental property income strategy buys residential or small commercial property to hold and lease, earning rent that covers the mortgage, taxes, insurance...
- [Required Minimum Distribution Strategy Guide](https://www.getswoopr.com/strategies/required-minimum-distribution-strategy/) ([Markdown](https://www.getswoopr.com/strategies/required-minimum-distribution-strategy.md)): A required minimum distribution strategy plans the mandatory annual withdrawals from traditional IRAs and workplace plans, which under current law begin at...
- [Residual Momentum Strategy Guide](https://www.getswoopr.com/strategies/residual-momentum-strategy/) ([Markdown](https://www.getswoopr.com/strategies/residual-momentum-strategy.md)): Residual momentum ranks stocks not by their raw past returns but by the part of those returns not explained by the market and other common factors, the...
- [Restructuring Investing Strategy Guide](https://www.getswoopr.com/strategies/restructuring-investing/) ([Markdown](https://www.getswoopr.com/strategies/restructuring-investing.md)): Restructuring investing buys the securities of companies going through a financial or operational restructuring, such as a debt exchange, a...
- [Retirement & Decumulation Strategies](https://www.getswoopr.com/strategies/retirement-and-decumulation/) ([Markdown](https://www.getswoopr.com/strategies/retirement-and-decumulation.md)): Strategies designed for retirement savers and retirees, including target-date approaches, the 4% rule, bucket strategies, and income-focused decumulation meth
- [Retirement Income Floor Strategy Guide](https://www.getswoopr.com/strategies/retirement-income-floor-strategy/) ([Markdown](https://www.getswoopr.com/strategies/retirement-income-floor-strategy.md)): A retirement income floor strategy secures essential spending, such as housing, food, insurance and utilities, with sources that do not depend on markets...
- [Revenue Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/revenue-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/revenue-growth-investing.md)): Revenue growth investing buys companies growing sales rapidly, often 20 to 40 percent a year, including those not yet profitable, on the view that top-line...
- [Reversal Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/reversal-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/reversal-arbitrage.md)): Reversal arbitrage, the mirror of a conversion, sells the underlying stock short, sells a put and buys a call at the same strike and expiry, locking in a...
- [Reverse Cash-and-Carry Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/reverse-cash-and-carry-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/reverse-cash-and-carry-arbitrage.md)): Reverse cash-and-carry arbitrage sells an asset short, invests the proceeds at the risk-free rate, and buys a futures contract on the same asset, locking in...
- [Reverse Iron Butterfly Strategy Guide](https://www.getswoopr.com/strategies/reverse-iron-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/reverse-iron-butterfly.md)): A reverse iron butterfly buys an at-the-money call and put and sells a call and a put at equidistant outer strikes, all at the same expiry, for a net debit...
- [Reverse Iron Condor Strategy Guide](https://www.getswoopr.com/strategies/reverse-iron-condor/) ([Markdown](https://www.getswoopr.com/strategies/reverse-iron-condor.md)): A reverse iron condor buys an out-of-the-money put spread and an out-of-the-money call spread with the same expiry, paying a net debit, so it profits if the...
- [Riding the Yield Curve Strategy Guide](https://www.getswoopr.com/strategies/riding-the-yield-curve/) ([Markdown](https://www.getswoopr.com/strategies/riding-the-yield-curve.md)): Riding the yield curve buys a bond with a longer maturity than the intended holding period and sells it before maturity, so that if the curve is upward...
- [Rights Offering Strategy Guide](https://www.getswoopr.com/strategies/rights-offering-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rights-offering-strategy.md)): A rights offering strategy acts on a company's issue of rights to existing shareholders to buy new shares at a discount, by exercising the rights, selling...
- [Rising Equity Glide Path Strategy Guide](https://www.getswoopr.com/strategies/rising-equity-glide-path/) ([Markdown](https://www.getswoopr.com/strategies/rising-equity-glide-path.md)): A rising equity glide path starts retirement with a lower equity allocation, such as 30 percent, and raises it gradually over the first 10 to 15 years to a...
- [Rising-Rate Strategy Guide](https://www.getswoopr.com/strategies/rising-rate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rising-rate-strategy.md)): A rising rate strategy positions for increasing interest rates by shortening bond duration, holding floating-rate instruments and cash, favoring banks and...
- [Rising Stars Credit Strategy Guide](https://www.getswoopr.com/strategies/rising-stars-credit-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rising-stars-credit-strategy.md)): A rising stars credit strategy buys high-yield bonds of companies whose credit metrics are improving toward investment grade, anticipating the upgrade, at...
- [Risk-Based Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/risk-based-rebalancing/) ([Markdown](https://www.getswoopr.com/strategies/risk-based-rebalancing.md)): Risk-based rebalancing sets targets in terms of each asset's contribution to portfolio risk rather than its dollar weight, and trades when an asset's share...
- [Risk-Budget Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/risk-budget-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/risk-budget-position-sizing.md)): Risk budget position sizing allocates a total portfolio risk budget, expressed as a target volatility or a maximum expected loss, across positions or...
- [Risk-Off Overlay Strategy Guide](https://www.getswoopr.com/strategies/risk-off-overlay/) ([Markdown](https://www.getswoopr.com/strategies/risk-off-overlay.md)): A risk-off overlay reduces a portfolio's exposure to risky assets automatically when a stress signal fires, such as a volatility spike, a credit spread...
- [Risk-On/Risk-Off Rotation Strategy Guide](https://www.getswoopr.com/strategies/risk-on-risk-off-rotation/) ([Markdown](https://www.getswoopr.com/strategies/risk-on-risk-off-rotation.md)): Risk-on, risk-off rotation moves the portfolio between a risk-on mix of equities, credit and commodities and a risk-off mix of Treasuries, cash and gold...
- [Risk Premia Strategy Guide](https://www.getswoopr.com/strategies/risk-premia-strategy/) ([Markdown](https://www.getswoopr.com/strategies/risk-premia-strategy.md)): A risk premia strategy earns the compensation markets pay for bearing particular risks, equity risk, term risk, credit risk, and the alternative premia of...
- [Roll-Down Strategy Guide](https://www.getswoopr.com/strategies/roll-down-strategy/) ([Markdown](https://www.getswoopr.com/strategies/roll-down-strategy.md)): A roll-down strategy earns the price appreciation a bond gets as it ages along an upward-sloping yield curve, since a bond with four years left is priced at...
- [Rolling Bond Ladder Strategy Guide](https://www.getswoopr.com/strategies/rolling-bond-ladder/) ([Markdown](https://www.getswoopr.com/strategies/rolling-bond-ladder.md)): A rolling bond ladder holds bonds at evenly spaced maturities and, when the shortest rung matures, reinvests the proceeds at the longest maturity, so the...
- [Roth Conversion Ladder Strategy Guide](https://www.getswoopr.com/strategies/roth-conversion-ladder/) ([Markdown](https://www.getswoopr.com/strategies/roth-conversion-ladder.md)): A Roth conversion ladder converts a portion of a traditional IRA or 401(k) to a Roth IRA each year, paying income tax on each conversion, so that after the...
- [Roth Conversion Strategy Guide](https://www.getswoopr.com/strategies/roth-conversion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/roth-conversion-strategy.md)): A Roth conversion strategy moves money from a traditional IRA or 401(k) into a Roth IRA, paying income tax on the converted amount now, in exchange for...
- [Roth Conversion Window Strategy Guide](https://www.getswoopr.com/strategies/roth-conversion-window-strategy/) ([Markdown](https://www.getswoopr.com/strategies/roth-conversion-window-strategy.md)): A Roth conversion window strategy converts traditional IRA or 401(k) balances to Roth accounts during the years when the account holder's taxable income is...
- [RSI Divergence Strategy Guide](https://www.getswoopr.com/strategies/rsi-divergence-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rsi-divergence-strategy.md)): An RSI divergence strategy trades the reversal implied when price makes a new high while the relative strength index makes a lower high, or price a new low...
- [RSI Mean-Reversion Strategy Guide](https://www.getswoopr.com/strategies/rsi-mean-reversion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/rsi-mean-reversion-strategy.md)): An RSI mean reversion strategy buys when the relative strength index falls to an oversold level, such as below 30 or a short-period RSI below 10, and sells...
- [Rule of 40 Investing Strategy Guide](https://www.getswoopr.com/strategies/rule-of-40-investing/) ([Markdown](https://www.getswoopr.com/strategies/rule-of-40-investing.md)): Rule of 40 investing evaluates software and other subscription businesses by adding the revenue growth rate to the profit margin (usually free cash flow or...
- [Scalping Strategy Guide](https://www.getswoopr.com/strategies/scalping/) ([Markdown](https://www.getswoopr.com/strategies/scalping.md)): Scalping takes many very small gains, often a few cents or ticks each, by trading the bid-ask spread or short-lived order-flow imbalances, holding positions...
- [Seagull Options Strategy Guide](https://www.getswoopr.com/strategies/seagull-options-strategy/) ([Markdown](https://www.getswoopr.com/strategies/seagull-options-strategy.md)): A seagull options strategy combines a vertical spread with a short option on the opposite side, such as buying a call spread and selling a put, so the...
- [Seasonality Strategy Guide](https://www.getswoopr.com/strategies/seasonality-strategy/) ([Markdown](https://www.getswoopr.com/strategies/seasonality-strategy.md)): A seasonality strategy trades recurring calendar patterns, such as the January effect in small stocks, the turn-of-the-month rally, pre-holiday strength or...
- [Sector Cap Strategy Guide](https://www.getswoopr.com/strategies/sector-cap-strategy/) ([Markdown](https://www.getswoopr.com/strategies/sector-cap-strategy.md)): A sector cap strategy limits any one sector's weight in a portfolio to a maximum, such as 25 percent, regardless of its index weight or the investor's view...
- [Sector Rotation Strategy Guide](https://www.getswoopr.com/strategies/sector-rotation/) ([Markdown](https://www.getswoopr.com/strategies/sector-rotation.md)): Sector rotation shifts a portfolio between equity sectors as the business cycle moves, overweighting sectors that have historically led in the current...
- [Secular Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/secular-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/secular-growth-investing.md)): Secular growth investing buys companies whose growth is driven by long-term structural shifts, such as aging populations, the move to cloud computing or...
- [Sell-in-May Strategy Guide](https://www.getswoopr.com/strategies/sell-in-may-strategy/) ([Markdown](https://www.getswoopr.com/strategies/sell-in-may-strategy.md)): Sell in May holds stocks from November through April and moves to cash or bonds from May through October, based on the historical pattern that average...
- [Sequence-of-Returns Risk Management Strategy Guide](https://www.getswoopr.com/strategies/sequence-of-returns-risk-management/) ([Markdown](https://www.getswoopr.com/strategies/sequence-of-returns-risk-management.md)): Sequence-of-returns risk management addresses the danger that poor returns in the first years of withdrawals permanently damage a retirement portfolio...
- [Shareholder Yield Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/shareholder-yield-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/shareholder-yield-factor-investing.md)): Shareholder yield factor investing is the systematic version of shareholder yield: ranking the whole universe by dividends plus net buybacks plus net debt...
- [Shareholder Yield Investing Strategy Guide](https://www.getswoopr.com/strategies/shareholder-yield-investing/) ([Markdown](https://www.getswoopr.com/strategies/shareholder-yield-investing.md)): Shareholder yield investing ranks companies by the total cash returned to shareholders as a share of market value, counting dividends, net share buybacks...
- [Shareholder Yield Strategy Guide](https://www.getswoopr.com/strategies/shareholder-yield-strategy/) ([Markdown](https://www.getswoopr.com/strategies/shareholder-yield-strategy.md)): A shareholder yield strategy selects stocks by the total cash returned to shareholders, combining dividend yield, net share buyback yield and in some...
- [Short Box Spread Strategy Guide](https://www.getswoopr.com/strategies/short-box-spread/) ([Markdown](https://www.getswoopr.com/strategies/short-box-spread.md)): A short box spread sells a bull call spread and sells a bear put spread at the same strikes and expiry, receiving a net credit today for a position that...
- [Short Calendar Spread Strategy Guide](https://www.getswoopr.com/strategies/short-calendar-spread/) ([Markdown](https://www.getswoopr.com/strategies/short-calendar-spread.md)): A short calendar spread buys a near-term option and sells a longer-dated option at the same strike, receiving a net credit, so the position profits from a...
- [Short Call Butterfly Strategy Guide](https://www.getswoopr.com/strategies/short-call-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/short-call-butterfly.md)): A short call butterfly sells a call at a lower strike, buys two calls at a middle strike and sells a call at a higher strike, all at the same expiry with...
- [Short Call Condor Strategy Guide](https://www.getswoopr.com/strategies/short-call-condor/) ([Markdown](https://www.getswoopr.com/strategies/short-call-condor.md)): A short call condor sells a call at the lowest strike, buys calls at the two middle strikes and sells a call at the highest strike, all at one expiry with...
- [Short Call Strategy Guide](https://www.getswoopr.com/strategies/short-call/) ([Markdown](https://www.getswoopr.com/strategies/short-call.md)): A short call sells a call option without owning the underlying shares, collecting the premium and taking on the obligation to deliver shares at the strike...
- [Short-Duration Bond Strategy Guide](https://www.getswoopr.com/strategies/short-duration-bond-strategy/) ([Markdown](https://www.getswoopr.com/strategies/short-duration-bond-strategy.md)): A short-duration bond strategy keeps the bond allocation in securities with one to three years of duration, such as short-term Treasuries, short corporate...
- [Short-Duration Income Strategy Guide](https://www.getswoopr.com/strategies/short-duration-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/short-duration-income-strategy.md)): A short duration income strategy holds bonds and notes maturing within one to three years, such as Treasury bills, short corporates, floating-rate notes and...
- [Short Gut Straddle Strategy Guide](https://www.getswoopr.com/strategies/short-gut-straddle/) ([Markdown](https://www.getswoopr.com/strategies/short-gut-straddle.md)): A short gut straddle, or short guts, sells an in-the-money call and an in-the-money put at the same expiry, with the call's strike below the put's strike...
- [Short Put Butterfly Strategy Guide](https://www.getswoopr.com/strategies/short-put-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/short-put-butterfly.md)): A short put butterfly sells a put at a higher strike, buys two puts at a middle strike and sells a put at a lower strike, all at one expiry with equal...
- [Short Put Condor Strategy Guide](https://www.getswoopr.com/strategies/short-put-condor/) ([Markdown](https://www.getswoopr.com/strategies/short-put-condor.md)): A short put condor sells a put at the highest strike, buys puts at the two middle strikes and sells a put at the lowest strike, all at one expiry with equal...
- [Short Put Strategy Guide](https://www.getswoopr.com/strategies/short-put/) ([Markdown](https://www.getswoopr.com/strategies/short-put.md)): A short put, when fully backed by cash to buy the shares, sells a put option below the current price and collects the premium, obligating the seller to buy...
- [Short Straddle Strategy Guide](https://www.getswoopr.com/strategies/short-straddle/) ([Markdown](https://www.getswoopr.com/strategies/short-straddle.md)): A short straddle sells a call and a put at the same strike and expiry, usually at the money, collecting both premiums and profiting if the stock stays close...
- [Short Strangle Strategy Guide](https://www.getswoopr.com/strategies/short-strangle/) ([Markdown](https://www.getswoopr.com/strategies/short-strangle.md)): A short strangle sells an out-of-the-money call and an out-of-the-money put with the same expiry, collecting both premiums in exchange for an obligation on...
- [Silver Allocation Strategy Guide](https://www.getswoopr.com/strategies/silver-allocation-strategy/) ([Markdown](https://www.getswoopr.com/strategies/silver-allocation-strategy.md)): A silver allocation strategy holds silver, through physical-backed funds, bullion or futures, as a precious metal with both monetary and industrial demand...
- [Size Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/size-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/size-factor-investing.md)): Size factor investing tilts toward small-capitalization stocks on the evidence, first documented by Banz in 1981 and included in the Fama-French model, that...
- [Small-Cap Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/small-cap-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/small-cap-growth-investing.md)): Small-cap growth investing buys small companies with high growth rates, typically below a few billion in market value, on the view that small companies can...
- [Smart Beta Investing Strategy Guide](https://www.getswoopr.com/strategies/smart-beta-investing/) ([Markdown](https://www.getswoopr.com/strategies/smart-beta-investing.md)): Smart beta investing holds rules-based index funds that weight or select stocks by something other than market capitalization, such as value, quality...
- [Social Security Delay Strategy Guide](https://www.getswoopr.com/strategies/social-security-delay-strategy/) ([Markdown](https://www.getswoopr.com/strategies/social-security-delay-strategy.md)): The Social Security delay strategy postpones claiming retirement benefits past the earliest age of 62, up to age 70, because the monthly benefit rises for...
- [Spark Spread Trading Strategy Guide](https://www.getswoopr.com/strategies/spark-spread-trading/) ([Markdown](https://www.getswoopr.com/strategies/spark-spread-trading.md)): Spark spread trading takes positions on the difference between the price of electricity and the cost of the natural gas needed to generate it, adjusted for...
- [Special Dividend Strategy Guide](https://www.getswoopr.com/strategies/special-dividend-strategy/) ([Markdown](https://www.getswoopr.com/strategies/special-dividend-strategy.md)): A special dividend strategy positions around one-time dividends declared by companies with excess cash or after an asset sale, either holding through the...
- [Special Situations Investing Strategy Guide](https://www.getswoopr.com/strategies/special-situations-investing/) ([Markdown](https://www.getswoopr.com/strategies/special-situations-investing.md)): Special situations investing buys securities whose value depends on a corporate event, such as a merger, spin-off, restructuring, tender offer, rights issue...
- [Specific-Lot Identification Strategy Guide](https://www.getswoopr.com/strategies/specific-lot-identification-strategy/) ([Markdown](https://www.getswoopr.com/strategies/specific-lot-identification-strategy.md)): Specific lot identification is the cost-basis method under which the investor designates exactly which shares are being sold at the time of each sale...
- [Spin-Off Investing Strategy Guide](https://www.getswoopr.com/strategies/spin-off-investing/) ([Markdown](https://www.getswoopr.com/strategies/spin-off-investing.md)): Spin-off investing buys the shares of a business that a parent company distributes to its shareholders as a separate listed company, usually in the months...
- [Split-Off Investing Strategy Guide](https://www.getswoopr.com/strategies/split-off-investing/) ([Markdown](https://www.getswoopr.com/strategies/split-off-investing.md)): Split-off investing participates in a transaction in which a parent offers its shareholders the chance to exchange parent shares for shares of a subsidiary...
- [Stablecoin Allocation Strategy Guide](https://www.getswoopr.com/strategies/stablecoin-allocation-strategy/) ([Markdown](https://www.getswoopr.com/strategies/stablecoin-allocation-strategy.md)): A stablecoin allocation strategy holds part of a crypto portfolio in dollar-pegged tokens such as USDC or USDT, as a way to step out of volatile coins...
- [Stablecoin Yield Strategy Guide](https://www.getswoopr.com/strategies/stablecoin-yield-strategy/) ([Markdown](https://www.getswoopr.com/strategies/stablecoin-yield-strategy.md)): A stablecoin yield strategy holds dollar-pegged tokens such as USDC and lends them through a centralized platform or a DeFi lending protocol, or supplies...
- [Staking Strategy Guide](https://www.getswoopr.com/strategies/staking-strategy/) ([Markdown](https://www.getswoopr.com/strategies/staking-strategy.md)): A staking strategy locks a proof-of-stake cryptocurrency, such as Ether or Solana, to help validate the network in exchange for rewards paid in the same...
- [Statistical Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/statistical-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/statistical-arbitrage.md)): Statistical arbitrage runs a large, market-neutral portfolio of long and short stock positions chosen by quantitative models that predict short-term...
- [Stay-the-Course Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/stay-the-course-rebalancing/) ([Markdown](https://www.getswoopr.com/strategies/stay-the-course-rebalancing.md)): Stay-the-course rebalancing keeps the portfolio at its policy weights through market extremes by rebalancing on the schedule regardless of how the market...
- [Stock Repair Strategy Guide](https://www.getswoopr.com/strategies/stock-repair-strategy/) ([Markdown](https://www.getswoopr.com/strategies/stock-repair-strategy.md)): A stock repair strategy is used on a losing stock position: the holder buys one at-the-money call and sells two out-of-the-money calls per 100 shares...
- [Stock Split Event Strategy Guide](https://www.getswoopr.com/strategies/stock-split-event-strategy/) ([Markdown](https://www.getswoopr.com/strategies/stock-split-event-strategy.md)): A stock split event strategy trades around the announcement and effective date of a stock split, on the historical tendency of stocks to rise between the...
- [Stop-Loss Risk Strategy Guide](https://www.getswoopr.com/strategies/stop-loss-risk-strategy/) ([Markdown](https://www.getswoopr.com/strategies/stop-loss-risk-strategy.md)): A stop-loss strategy sets a price below the entry at which a position is sold automatically, limiting the loss on any single holding to a predetermined...
- [Stub Trading Strategy Guide](https://www.getswoopr.com/strategies/stub-trading/) ([Markdown](https://www.getswoopr.com/strategies/stub-trading.md)): Stub trading isolates the value of a parent company's own operations, the stub, by buying the parent and shorting its listed subsidiary in proportion to the...
- [Sum-of-the-Parts Investing Strategy Guide](https://www.getswoopr.com/strategies/sum-of-the-parts-investing/) ([Markdown](https://www.getswoopr.com/strategies/sum-of-the-parts-investing.md)): Sum-of-the-parts investing values a company with several distinct businesses by valuing each segment separately on its own peers' multiples, adding them...
- [Support & Resistance Trading Strategy Guide](https://www.getswoopr.com/strategies/support-and-resistance-trading/) ([Markdown](https://www.getswoopr.com/strategies/support-and-resistance-trading.md)): Support and resistance trading uses price levels where buying or selling has repeatedly stopped a move, buying at support with a stop below it and selling...
- [Surplus Optimization Strategy Guide](https://www.getswoopr.com/strategies/surplus-optimization/) ([Markdown](https://www.getswoopr.com/strategies/surplus-optimization.md)): Surplus optimization chooses a portfolio to maximize the expected growth of the surplus, assets minus the present value of liabilities, for a given level of...
- [Swing Trading Strategy Guide](https://www.getswoopr.com/strategies/swing-trading/) ([Markdown](https://www.getswoopr.com/strategies/swing-trading.md)): Swing trading holds positions for several days to a few weeks to capture one move within a larger trend, entering on pullbacks or breakouts and exiting at a...
- [Synthetic Long Stock Strategy Guide](https://www.getswoopr.com/strategies/synthetic-long-stock/) ([Markdown](https://www.getswoopr.com/strategies/synthetic-long-stock.md)): A synthetic long stock position buys a call and sells a put at the same strike and expiry, which replicates the profit and loss of owning the shares at that...
- [Synthetic Short Stock Strategy Guide](https://www.getswoopr.com/strategies/synthetic-short-stock/) ([Markdown](https://www.getswoopr.com/strategies/synthetic-short-stock.md)): A synthetic short stock position buys a put and sells a call at the same strike and expiry, replicating the profit and loss of shorting the shares at that...
- [Tail-Risk Hedging Strategy Guide](https://www.getswoopr.com/strategies/tail-risk-hedging/) ([Markdown](https://www.getswoopr.com/strategies/tail-risk-hedging.md)): Tail risk hedging holds a small, continuous position in instruments that pay off in a crash, usually far out-of-the-money index put options, accepting a...
- [Target-Date Fund Investing Strategy Guide](https://www.getswoopr.com/strategies/target-date-fund-investing/) ([Markdown](https://www.getswoopr.com/strategies/target-date-fund-investing.md)): Target-date fund investing holds a single fund that owns a diversified mix of stock and bond funds and shifts that mix toward bonds automatically as a...
- [Target-Date Glide Path Strategy Guide](https://www.getswoopr.com/strategies/target-date-glide-path/) ([Markdown](https://www.getswoopr.com/strategies/target-date-glide-path.md)): A target-date glide path is the schedule by which a target-date fund shifts from stocks toward bonds as the retirement year approaches, defined by the...
- [Target-Risk Fund Investing Strategy Guide](https://www.getswoopr.com/strategies/target-risk-fund-investing/) ([Markdown](https://www.getswoopr.com/strategies/target-risk-fund-investing.md)): Target risk fund investing holds a single balanced fund that maintains a fixed risk level, such as conservative (30 percent equity), moderate (60 percent)...
- [Target Volatility Portfolio Strategy Guide](https://www.getswoopr.com/strategies/target-volatility-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/target-volatility-portfolio.md)): A target volatility portfolio scales its exposure up or down so that the portfolio's realized volatility stays near a fixed level, such as 10 percent a...
- [Tax-Aware Direct Indexing Strategy Guide](https://www.getswoopr.com/strategies/tax-aware-direct-indexing/) ([Markdown](https://www.getswoopr.com/strategies/tax-aware-direct-indexing.md)): Tax-aware direct indexing holds the individual stocks of an index in a separately managed account rather than through a fund, so that losses on individual...
- [Tax-Aware Investing Strategies](https://www.getswoopr.com/strategies/tax-aware-investing/) ([Markdown](https://www.getswoopr.com/strategies/tax-aware-investing.md)): Strategies that optimize after-tax returns through tax-loss harvesting, asset location, holding period management, and tax-efficient fund selection.
- [Tax-Aware Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/tax-aware-rebalancing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/tax-aware-rebalancing-strategy.md)): Tax-aware rebalancing restores target weights with as little realized gain as possible, by using new contributions, dividends and withdrawals to correct...
- [Tax-Bracket Management in Retirement Strategy Guide](https://www.getswoopr.com/strategies/tax-bracket-management-in-retirement/) ([Markdown](https://www.getswoopr.com/strategies/tax-bracket-management-in-retirement.md)): Tax bracket management in retirement chooses each year which accounts to draw from, taxable, tax-deferred or Roth, and whether to convert, so that taxable...
- [Tax-Efficient Fund Placement Strategy Guide](https://www.getswoopr.com/strategies/tax-efficient-fund-placement/) ([Markdown](https://www.getswoopr.com/strategies/tax-efficient-fund-placement.md)): Tax-efficient fund placement decides which funds go in which account type by each fund's tax cost: funds that distribute ordinary income or short-term gains...
- [Tax-Gain Harvesting Strategy Guide](https://www.getswoopr.com/strategies/tax-gain-harvesting/) ([Markdown](https://www.getswoopr.com/strategies/tax-gain-harvesting.md)): Tax-gain harvesting sells an appreciated investment in a year when the investor's income is low enough that the long-term capital gain is taxed at the 0...
- [Tax-Lot Optimization Strategy Guide](https://www.getswoopr.com/strategies/tax-lot-optimization/) ([Markdown](https://www.getswoopr.com/strategies/tax-lot-optimization.md)): Tax lot optimization chooses which specific shares to sell when part of a position is sold, selecting lots by their cost basis and holding period to...
- [Tax Swap Strategy for Bonds Strategy Guide](https://www.getswoopr.com/strategies/tax-swap-strategy-for-bonds/) ([Markdown](https://www.getswoopr.com/strategies/tax-swap-strategy-for-bonds.md)): A bond tax swap sells a bond that is trading below its purchase price to realize a capital loss and immediately buys a similar but not substantially...
- [Technical Trading Strategies](https://www.getswoopr.com/strategies/technical-trading/) ([Markdown](https://www.getswoopr.com/strategies/technical-trading.md)): Strategies based on chart patterns, technical indicators, price action, and market microstructure for timing entries and exits across any asset class.
- [Technology Growth Investing Strategy Guide](https://www.getswoopr.com/strategies/technology-growth-investing/) ([Markdown](https://www.getswoopr.com/strategies/technology-growth-investing.md)): Technology growth investing concentrates on software, semiconductor, internet and hardware companies with high growth and high reinvestment, the sector that...
- [Tender Offer Strategy Guide](https://www.getswoopr.com/strategies/tender-offer-strategy/) ([Markdown](https://www.getswoopr.com/strategies/tender-offer-strategy.md)): A tender offer strategy responds to a public offer by a company or an acquirer to buy shares at a stated price, usually above the market, either by...
- [Thesis-Break Sell Strategy Guide](https://www.getswoopr.com/strategies/thesis-break-sell-strategy/) ([Markdown](https://www.getswoopr.com/strategies/thesis-break-sell-strategy.md)): A thesis-break sell strategy sells a position when the specific reason it was bought no longer holds, such as a growth driver stalling, a competitive...
- [Theta Harvesting Strategy Guide](https://www.getswoopr.com/strategies/theta-harvesting-strategy/) ([Markdown](https://www.getswoopr.com/strategies/theta-harvesting-strategy.md)): A theta harvesting strategy sells options systematically to collect the time decay they lose each day, typically through short strangles, iron condors or...
- [Through-Glide-Path Strategy Guide](https://www.getswoopr.com/strategies/through-glide-path-strategy/) ([Markdown](https://www.getswoopr.com/strategies/through-glide-path-strategy.md)): A 'through' glide path continues to reduce the equity allocation for 10 to 20 years after the target retirement date, on the view that retirement is a long...
- [Timberland Investing Strategy Guide](https://www.getswoopr.com/strategies/timberland-investing-strategy/) ([Markdown](https://www.getswoopr.com/strategies/timberland-investing-strategy.md)): A timberland investing strategy owns forests through timber REITs, private funds or direct ownership, earning returns from the biological growth of the...
- [Time-Based Exit Strategy Guide](https://www.getswoopr.com/strategies/time-based-exit-strategy/) ([Markdown](https://www.getswoopr.com/strategies/time-based-exit-strategy.md)): A time-based exit closes a position after a fixed holding period, such as 10 trading days or 3 months, regardless of profit or loss, on the premise that the...
- [Time-Segmentation Retirement Strategy Guide](https://www.getswoopr.com/strategies/time-segmentation-retirement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/time-segmentation-retirement-strategy.md)): A time segmentation retirement strategy, also called a bucket strategy, divides the retirement portfolio into segments by when the money will be spent, such...
- [Time-Series Momentum Strategy Guide](https://www.getswoopr.com/strategies/time-series-momentum/) ([Markdown](https://www.getswoopr.com/strategies/time-series-momentum.md)): Time-series momentum, also called trend following or absolute momentum, buys each asset when its own past return over a lookback such as 12 months is...
- [Time Stop Strategy Guide](https://www.getswoopr.com/strategies/time-stop-strategy/) ([Markdown](https://www.getswoopr.com/strategies/time-stop-strategy.md)): A time stop closes a position that has not reached its target within a set period after entry, regardless of whether it is at a profit or a loss, on the...
- [TIPS Inflation-Hedge Strategy Guide](https://www.getswoopr.com/strategies/tips-inflation-hedge-strategy/) ([Markdown](https://www.getswoopr.com/strategies/tips-inflation-hedge-strategy.md)): A TIPS inflation hedge holds Treasury Inflation-Protected Securities, whose principal adjusts with the Consumer Price Index and whose coupon is paid on the...
- [TIPS Ladder Strategy Guide](https://www.getswoopr.com/strategies/tips-ladder/) ([Markdown](https://www.getswoopr.com/strategies/tips-ladder.md)): A TIPS ladder holds Treasury Inflation-Protected Securities maturing in each year of a planned spending period, so that each year's spending is covered by a...
- [To-Glide-Path Strategy Guide](https://www.getswoopr.com/strategies/to-glide-path-strategy/) ([Markdown](https://www.getswoopr.com/strategies/to-glide-path-strategy.md)): A 'to' glide path reaches its most conservative allocation at the target retirement date and holds it constant afterwards, on the view that the retiree's...
- [Tolerance-Band Rebalancing Strategy Guide](https://www.getswoopr.com/strategies/tolerance-band-rebalancing/) ([Markdown](https://www.getswoopr.com/strategies/tolerance-band-rebalancing.md)): Tolerance-band rebalancing trades back to target weights only when an asset class drifts outside a preset band around its target, for example plus or minus...
- [Total Market Indexing Strategy Guide](https://www.getswoopr.com/strategies/total-market-indexing/) ([Markdown](https://www.getswoopr.com/strategies/total-market-indexing.md)): Total market indexing holds a single fund that tracks the entire investable stock market, every listed company weighted by market capitalization, rather...
- [Total Return Income Strategy Guide](https://www.getswoopr.com/strategies/total-return-income-strategy/) ([Markdown](https://www.getswoopr.com/strategies/total-return-income-strategy.md)): A total return income strategy funds spending from a portfolio's combined return, dividends, interest and realized gains, rather than from yield alone, so...
- [Total Return Retirement Strategy Guide](https://www.getswoopr.com/strategies/total-return-retirement-strategy/) ([Markdown](https://www.getswoopr.com/strategies/total-return-retirement-strategy.md)): A total return retirement strategy funds withdrawals from the portfolio's combined dividends, interest and capital gains, selling holdings as needed to...
- [Trading Horizon & Execution Strategies](https://www.getswoopr.com/strategies/trading-horizon-and-execution/) ([Markdown](https://www.getswoopr.com/strategies/trading-horizon-and-execution.md)): Strategies defined by their time horizon and execution approach, from day trading and swing trading to position trading and long-term trend following.
- [Traditional Declining Equity Glide Path Strategy Guide](https://www.getswoopr.com/strategies/traditional-declining-equity-glide-path/) ([Markdown](https://www.getswoopr.com/strategies/traditional-declining-equity-glide-path.md)): A traditional declining equity glide path reduces the stock allocation steadily as the investor ages, following rules of thumb such as holding a percentage...
- [Trailing-Stop Risk Strategy Guide](https://www.getswoopr.com/strategies/trailing-stop-risk-strategy/) ([Markdown](https://www.getswoopr.com/strategies/trailing-stop-risk-strategy.md)): A trailing stop risk strategy sets a sell trigger for each position at a fixed percentage or volatility multiple below its highest price since purchase...
- [Trailing Stop Strategy Guide](https://www.getswoopr.com/strategies/trailing-stop-strategy/) ([Markdown](https://www.getswoopr.com/strategies/trailing-stop-strategy.md)): A trailing stop raises the stop price as the position gains, keeping it a fixed distance or percentage below the highest price reached, so a winning trade...
- [Treasury Basis Trade Strategy Guide](https://www.getswoopr.com/strategies/treasury-basis-trade/) ([Markdown](https://www.getswoopr.com/strategies/treasury-basis-trade.md)): The Treasury basis trade buys a Treasury bond and sells a Treasury futures contract against it, or the reverse, to capture the difference between the cash...
- [Treasury Hedge Strategy Guide](https://www.getswoopr.com/strategies/treasury-hedge/) ([Markdown](https://www.getswoopr.com/strategies/treasury-hedge.md)): A Treasury hedge holds US Treasury bonds alongside stocks because Treasuries have usually risen when stocks fell sharply, so the position offsets part of an...
- [Treasury Ladder Strategy Guide](https://www.getswoopr.com/strategies/treasury-ladder/) ([Markdown](https://www.getswoopr.com/strategies/treasury-ladder.md)): A Treasury ladder holds Treasury bills, notes or bonds with staggered maturities and reinvests each one as it matures, giving a predictable schedule of...
- [Trend-Following Hedge Strategy Guide](https://www.getswoopr.com/strategies/trend-following-hedge/) ([Markdown](https://www.getswoopr.com/strategies/trend-following-hedge.md)): A trend-following hedge reduces a portfolio's equity exposure when the market's price trend turns down, using a rule such as the index falling below its...
- [Trend-Following Stop Strategy Guide](https://www.getswoopr.com/strategies/trend-following-stop-strategy/) ([Markdown](https://www.getswoopr.com/strategies/trend-following-stop-strategy.md)): A trend-following stop uses the trend itself as the exit, holding a position while a trend measure such as a moving average, a channel or a chandelier stop...
- [Trend Following Strategy Guide](https://www.getswoopr.com/strategies/trend-following/) ([Markdown](https://www.getswoopr.com/strategies/trend-following.md)): Trend following buys markets that have been rising and sells or shorts markets that have been falling, and holds each position until the trend measure...
- [Trend Trading Strategy Guide](https://www.getswoopr.com/strategies/trend-trading/) ([Markdown](https://www.getswoopr.com/strategies/trend-trading.md)): Trend trading enters positions in the direction of an established price trend, identified by tools such as higher highs and higher lows, moving averages or...
- [Trendline Trading Strategy Guide](https://www.getswoopr.com/strategies/trendline-trading/) ([Markdown](https://www.getswoopr.com/strategies/trendline-trading.md)): Trendline trading draws a line connecting successive swing lows in an uptrend or swing highs in a downtrend and uses it as dynamic support or resistance...
- [Triangle Breakout Strategy Guide](https://www.getswoopr.com/strategies/triangle-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/triangle-breakout-strategy.md)): A triangle breakout strategy trades the resolution of a triangle pattern, where price converges between a descending resistance line and ascending support...
- [Turn-of-the-Month Strategy Guide](https://www.getswoopr.com/strategies/turn-of-the-month-strategy/) ([Markdown](https://www.getswoopr.com/strategies/turn-of-the-month-strategy.md)): The turn-of-the-month strategy holds the stock index only over the last trading day of each month and the first three of the next, the window in which a...
- [TWAP Execution Strategy Guide](https://www.getswoopr.com/strategies/twap-execution-strategy/) ([Markdown](https://www.getswoopr.com/strategies/twap-execution-strategy.md)): A TWAP execution strategy splits a large order into equal slices executed at regular time intervals across a chosen window, aiming for the time-weighted...
- [Two-Fund Portfolio Strategy Guide](https://www.getswoopr.com/strategies/two-fund-portfolio/) ([Markdown](https://www.getswoopr.com/strategies/two-fund-portfolio.md)): A two-fund portfolio holds one total stock market index fund and one total bond market index fund, with the split between them as the only decision, so the...
- [Unbalanced Butterfly Strategy Guide](https://www.getswoopr.com/strategies/unbalanced-butterfly/) ([Markdown](https://www.getswoopr.com/strategies/unbalanced-butterfly.md)): An unbalanced butterfly, or broken-wing butterfly, is a butterfly spread with unequal distances between the strikes, such as buying one call, selling two at...
- [Unhedged International Investing Strategy Guide](https://www.getswoopr.com/strategies/unhedged-international-investing/) ([Markdown](https://www.getswoopr.com/strategies/unhedged-international-investing.md)): Unhedged international investing holds foreign stocks or bonds without offsetting the currency exposure, so the investor's return combines the foreign...
- [Valuation-Target Sell Strategy Guide](https://www.getswoopr.com/strategies/valuation-target-sell-strategy/) ([Markdown](https://www.getswoopr.com/strategies/valuation-target-sell-strategy.md)): A valuation target sell strategy sets a price or multiple at purchase at which the position will be sold, derived from the investor's estimate of fair...
- [Value-Add Real Estate Strategy Guide](https://www.getswoopr.com/strategies/value-add-real-estate-strategy/) ([Markdown](https://www.getswoopr.com/strategies/value-add-real-estate-strategy.md)): A value-add real estate strategy buys properties with significant problems, such as low occupancy, deferred maintenance or poor management, fixes them...
- [Value & Fundamental Strategies](https://www.getswoopr.com/strategies/value-and-fundamental/) ([Markdown](https://www.getswoopr.com/strategies/value-and-fundamental.md)): Value investing, deep value, quality investing, and fundamental analysis-driven strategies focused on buying assets trading below intrinsic value.
- [Value Averaging Strategy Guide](https://www.getswoopr.com/strategies/value-averaging/) ([Markdown](https://www.getswoopr.com/strategies/value-averaging.md)): Value averaging sets a target path for the portfolio's value, such as growing by a fixed amount each month, and invests whatever is needed to reach that...
- [Value Factor Investing Strategy Guide](https://www.getswoopr.com/strategies/value-factor-investing/) ([Markdown](https://www.getswoopr.com/strategies/value-factor-investing.md)): Value factor investing buys stocks that are cheap relative to a fundamental anchor, such as book value, earnings or cash flow, and avoids or shorts the most...
- [Variance Risk Premium Strategy Guide](https://www.getswoopr.com/strategies/variance-risk-premium-strategy/) ([Markdown](https://www.getswoopr.com/strategies/variance-risk-premium-strategy.md)): A variance risk premium strategy systematically sells variance or volatility, through short variance swaps, short VIX futures, or delta-hedged short...
- [Variance Swap Strategy Guide](https://www.getswoopr.com/strategies/variance-swap-strategy/) ([Markdown](https://www.getswoopr.com/strategies/variance-swap-strategy.md)): A variance swap strategy trades a contract that pays the difference between the realized variance of an underlying over a period and a fixed variance strike...
- [Vega-Neutral Strategy Guide](https://www.getswoopr.com/strategies/vega-neutral-strategy/) ([Markdown](https://www.getswoopr.com/strategies/vega-neutral-strategy.md)): A vega-neutral strategy holds an options position whose net sensitivity to implied volatility is zero, by pairing long and short options so their vegas...
- [Venture Capital Strategy Guide](https://www.getswoopr.com/strategies/venture-capital-strategy/) ([Markdown](https://www.getswoopr.com/strategies/venture-capital-strategy.md)): A venture capital strategy invests in early-stage private companies, usually through a fund that backs dozens of startups expecting most to fail and a few...
- [VIX Futures Term-Structure Strategy Guide](https://www.getswoopr.com/strategies/vix-futures-term-structure-strategy/) ([Markdown](https://www.getswoopr.com/strategies/vix-futures-term-structure-strategy.md)): A VIX futures term structure strategy trades the slope of the VIX futures curve, shorting front-month VIX futures when the curve is in contango, so the...
- [VIX Hedge Strategy Guide](https://www.getswoopr.com/strategies/vix-hedge/) ([Markdown](https://www.getswoopr.com/strategies/vix-hedge.md)): A VIX hedge holds long positions in VIX futures, VIX call options or a volatility fund so that a spike in implied volatility, which accompanies most sharp...
- [VIX Options Hedging Strategy Guide](https://www.getswoopr.com/strategies/vix-options-hedging-strategy/) ([Markdown](https://www.getswoopr.com/strategies/vix-options-hedging-strategy.md)): A VIX options hedging strategy buys call options on the VIX index as portfolio protection, since VIX calls gain sharply when equity markets fall and...
- [Volatility-Adjusted Rebalancing Bands Strategy Guide](https://www.getswoopr.com/strategies/volatility-adjusted-rebalancing-bands/) ([Markdown](https://www.getswoopr.com/strategies/volatility-adjusted-rebalancing-bands.md)): Volatility-adjusted rebalancing bands widen or narrow the drift threshold at which an asset is rebalanced according to its current volatility, so a volatile...
- [Volatility Arbitrage Strategy Guide](https://www.getswoopr.com/strategies/volatility-arbitrage/) ([Markdown](https://www.getswoopr.com/strategies/volatility-arbitrage.md)): Volatility arbitrage trades the difference between an option's implied volatility and the volatility the trader expects the underlying to realize, buying...
- [Volatility-Based Position Sizing Strategy Guide](https://www.getswoopr.com/strategies/volatility-based-position-sizing/) ([Markdown](https://www.getswoopr.com/strategies/volatility-based-position-sizing.md)): Volatility-based position sizing scales each position inversely to its recent volatility, usually measured by the average true range or standard deviation...
- [Volatility Breakout Strategy Guide](https://www.getswoopr.com/strategies/volatility-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/volatility-breakout-strategy.md)): A volatility breakout strategy enters when the day's range expands beyond a multiple of recent average range, buying when price moves above the open by a...
- [Volatility Carry Strategy Guide](https://www.getswoopr.com/strategies/volatility-carry-strategy/) ([Markdown](https://www.getswoopr.com/strategies/volatility-carry-strategy.md)): A volatility carry strategy sells implied volatility and collects the difference between it and the lower realized volatility that usually follows, through...
- [Volatility Hedge Strategy Guide](https://www.getswoopr.com/strategies/volatility-hedge/) ([Markdown](https://www.getswoopr.com/strategies/volatility-hedge.md)): A volatility hedge holds instruments that gain when market volatility rises, such as VIX call options, VIX futures or long variance exposure, as protection...
- [Volatility Scaling Strategy Guide](https://www.getswoopr.com/strategies/volatility-scaling-strategy/) ([Markdown](https://www.getswoopr.com/strategies/volatility-scaling-strategy.md)): A volatility scaling strategy adjusts a position's size inversely to recent realized volatility so that the position's expected risk stays constant, holding...
- [Volume Breakout Strategy Guide](https://www.getswoopr.com/strategies/volume-breakout-strategy/) ([Markdown](https://www.getswoopr.com/strategies/volume-breakout-strategy.md)): A volume breakout strategy requires a price breakout to be accompanied by volume well above its average, such as 150 to 200 percent of the 50-day average...
- [Volume Profile Trading Strategy Guide](https://www.getswoopr.com/strategies/volume-profile-trading/) ([Markdown](https://www.getswoopr.com/strategies/volume-profile-trading.md)): Volume profile trading uses a histogram of volume traded at each price level over a session or period to identify where the market has accepted value, the...
- [VWAP Execution Strategy Guide](https://www.getswoopr.com/strategies/vwap-execution-strategy/) ([Markdown](https://www.getswoopr.com/strategies/vwap-execution-strategy.md)): A VWAP execution strategy breaks a large order into pieces traded through the day in proportion to the stock's typical volume pattern, aiming to achieve the...
- [VWAP Reversion Strategy Guide](https://www.getswoopr.com/strategies/vwap-reversion-strategy/) ([Markdown](https://www.getswoopr.com/strategies/vwap-reversion-strategy.md)): A VWAP reversion strategy trades the tendency of a stock's intraday price to return toward its volume-weighted average price, buying when the price has...
- [VWAP Trend Strategy Guide](https://www.getswoopr.com/strategies/vwap-trend-strategy/) ([Markdown](https://www.getswoopr.com/strategies/vwap-trend-strategy.md)): A VWAP trend strategy uses the volume-weighted average price as the dividing line between buyers' and sellers' control of a session, going long when the...
- [Wash-Sale-Aware Loss Harvesting Strategy Guide](https://www.getswoopr.com/strategies/wash-sale-aware-loss-harvesting/) ([Markdown](https://www.getswoopr.com/strategies/wash-sale-aware-loss-harvesting.md)): Wash-sale-aware loss harvesting sells a losing investment to realize the loss for taxes and buys a similar but not substantially identical replacement, so...
- [Wheel Strategy Guide](https://www.getswoopr.com/strategies/wheel-strategy/) ([Markdown](https://www.getswoopr.com/strategies/wheel-strategy.md)): The wheel sells cash-secured puts on a stock the investor is willing to own, takes assignment if the stock falls through the strike, then sells covered...
- [Yale-Style Endowment Allocation Strategy Guide](https://www.getswoopr.com/strategies/yale-style-endowment-allocation/) ([Markdown](https://www.getswoopr.com/strategies/yale-style-endowment-allocation.md)): A Yale-style endowment allocation follows the model David Swensen built for Yale's endowment: a heavy weight in private equity, venture capital, real assets...
- [Yield Curve Flattener Strategy Guide](https://www.getswoopr.com/strategies/yield-curve-flattener-strategy/) ([Markdown](https://www.getswoopr.com/strategies/yield-curve-flattener-strategy.md)): A yield curve flattener positions for the gap between long-term and short-term yields to narrow, by buying long-maturity bonds or futures and selling...
- [Yield-Curve Regime Strategy Guide](https://www.getswoopr.com/strategies/yield-curve-regime-strategy/) ([Markdown](https://www.getswoopr.com/strategies/yield-curve-regime-strategy.md)): A yield curve regime strategy sets allocations by the shape of the yield curve, steep, flat or inverted, and its direction of change, on the evidence that...
- [Yield Curve Steepener Strategy Guide](https://www.getswoopr.com/strategies/yield-curve-steepener-strategy/) ([Markdown](https://www.getswoopr.com/strategies/yield-curve-steepener-strategy.md)): A yield curve steepener positions for the gap between long-term and short-term yields to widen, by buying short-maturity bonds or futures and selling...
- [Zero-Cost Collar Strategy Guide](https://www.getswoopr.com/strategies/zero-cost-collar/) ([Markdown](https://www.getswoopr.com/strategies/zero-cost-collar.md)): A zero-cost collar protects a stock position by buying a put below the current price and selling a call above it, choosing strikes so the call premium pays...