So besides working on the Bot, scraping data from all possible sources, trading our live portfolio on www.twoquants.com AND actually having a full-time job as Portfolio Managers/Traders in an institutional setting, @Moritz Seibert and I decided to launch a monthly report a few weeks back.
@Weston Nakamura was already so kind to make kind of an announcements, so we thought it might be nice if we made that report available for everyone on the Exchange. One condition: please sign up for our newsletter here. After signup you will be redirected to a page which contains the links to a Presentation of our portfolio and the February report.
As a little teaser, what is it we are talking about in the report?
First of all, market trends and trade ideas, interesting positions in our portfolio and recent performance.
Second we try to write about things that we think are worth writing about, For example research which we directly translated into trades in our portfolio.
This month, I took an idea which I actually already initiated in 2020. It really took off the last weeks. It's based on the strong retail trading trend that recently culminated on the WSB stonks going to the moon (and back).
You probably all know that I like scraping data. So besides scraping data from@Real Vision to build the RealVisionBot, I also started scraping data from exchanges in Germany. These exchanges have to publish pre and post trade information under MIFID 2 rules. In Germany, the situation is extremely interesting because most of the retail brokers trade via local exchange that have ONE market maker. While Robinhood gives a ~50cent kickback to market makers for their order flow, these numbers are much larger over here,
Based on the data I scrape I made some estimated about some of the most important publicly traded marker makers in Germany. Besides trading these stocks, I also track their performance in a virtual portfolio. The report contains more details on the KPIs of some of the exchanges and my estimates (+hopefully other entertaining and interesting content)
Ok, long story short: Sign up, follow the links and get your free report. We hope you like it!
Ah yes, and a teaser chart: Operating result and net income of Tradegate, one of the largest German retail exchanges
Love everything you guys are doing!
I've had some general link issues from the exchange lately. When it's a hypertext link in a post I seem to get 404 errors more often. Enough to notice. Just throwing it out there =)
I signed up and got an email from twoquants.com. But I did not get directed to a link with Feb. sample report.
can you try to login here https://twoquants.com/login-2/
and then go to
https://twoquants.com/2q-samples/
there will be the link to the DocSend document
Couldn't find the report. Takes me to the login/ signup page every time.
Very strange. Once you are signed in it should redirect you to: https://twoquants.com/2q-samples/
If you login and go directly there it should work...since the website is made&maintained by @Moritz Seibert and myself, not everything is working flawlessly. No institutional website skills here ;)
same problem
Can you try going directly to this page once logged in? https://twoquants.com/2q-samples/
does this work?
No, because registration was not complete, could not create username and password
Very strange. Probably you got blocked by a security plugin on our site. I'll send you a direct link
Hi - same problem here, can you send me a direct link? Thanks.
Thanks for the newsletter. I've signed up and am looking forward to more learning opportunities.
-Kazu
“One condition“ makes it sound like signing up for brilliant insight is the trade off for sample brilliant insight.. what’s the catch?? haha
This is awesome though, thanks for making it available to the exchsnge!! And other than the SX5E divs, I had some iteration of every one of the opportunistic examples, difference being I’ve expressed/traded/executed worse - which makes me a sell side strategist and not a buyside PM (actually it just means I personally need 2Q insight very much)
Great stuff and congrats @Moritz Heiden @Moritz Seibert !
Haha, now we own your trading soul.
Just kidding. As you can see some things don’t work out for us either. The systematic stuff had some drawdowns but discretionary ideas paid off (and of course Bitcoin). This week systematic made a comeback (didn’t update performance yet in the report). Some things just take time. And we’ll, Divs really got hurt last year if you traded the 21 deck