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Stéphane Renevier, CFA

Stéphane Renevier (InvestLab)
Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues11Founded2 years agoLast Issue2 days ago
Active

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Artwork for Stéphane Renevier, CFA

Latest Issues

How InvestLab's Strategies Performed in October + Their Exact Weights for November

Key takeaways

  • Bonds came to the rescue. Worries about AI spending and economic growth sent investors into Treasuries, which jumped 5.6% and erased September’s losses. That helped Leveraged Lean All-Weather gain 2.2%, even as global...
2 days ago
9

What's the Right Long-Term Portfolio for You?

In Building Your Investment Policy Statement, I set out the five decisions every portfolio should start from: your investment horizon, the return you need, the losses you can live with, what you’re allowed to own, and how long you can stand...

21 days ago
17
1

How InvestLab’s Strategies Performed in September + Their Exact Weights for October

Key takeaways

  • The usual safe havens failed. The Fed’s first rate hike since 2023 sent long Treasuries down 5.4% and gold down 6.8%, far more than global stocks. That hit Leveraged Lean All-Weather, the biggest bond holder (−3.9%), a...
a month ago
13
2

A Cheaper Way to Hedge Bear Markets, Built for European Investors

A few weeks ago we published our third deep dive, on Adaptive Hedge (link here), a simple monthly strategy that protects a stock-heavy portfolio in deep bear markets by holding the two defensive assets with the strongest trends. It made mon...

a month ago
16
2

Adaptive Hedge: A Cheaper Way to Survive the Next Bear Market - [Deep Dive]

KEY TAKEAWAYS

  1. What it is: A defensive sleeve for stock-heavy portfolios, built around a simple idea: different crises reward different hedges, so protection should adapt rather than rely on one asset always working.

  2. How it work...

2 months ago
35
6

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  • Stéphane Renevier (InvestLab)

    Former quant & multi-asset fund manager. Serious deep dives into strategies built for difficult markets: all-weather, dual momentum, trend & TAA. What works, what breaks, and what’s worth putting real money behind.

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