56 min

Julius de Kempenaer - RRGs: The Secret Weapon in an Investor's Armoury Opto Sessions – Invest in the Next Big Idea

    • Investing

Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and even thousands of securities, into a single picture. Be it individual stocks, sectors or even entire indexes, RRGs enable a comparison that would otherwise take days to reproduce, and be impossible to visualise.

I talk to Julius about how this investment tool, a secret weapon in the armouries of institutional investors across the globe, came to be. And, like his career-to-date, it’s an intriguing tale. Julius describes that gripping story, from his time in the Dutch air force, to heading up RABObank’s Technical analysis in the early 2000s, to his role on the trading floor with Kempen & Co.

Julius talks passionately about Relative Rotation Graphs, and the benefits they offer investors, individual and institutional alike; and we finish our conversation by applying his methods to investigate the impact of seasonality on equity sector performance, revealing some fascinating results. Enjoy!

Julius and I discuss an article of his, analysis the impact of seasonality on sector performance. Read the full piece here:

https://stockcharts.com/articles/rrg/2021/01/seasonality-is-nice-but-realit-326.html

And to test RRGs for free, check out the StockCharts website:

https://stockcharts.com/freecharts/rrg/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Julius de Kempenaer is the creator of Relative Rotation Graphs™. RRGs, for short, enable investors to distill the relative strength of hundreds, and even thousands of securities, into a single picture. Be it individual stocks, sectors or even entire indexes, RRGs enable a comparison that would otherwise take days to reproduce, and be impossible to visualise.

I talk to Julius about how this investment tool, a secret weapon in the armouries of institutional investors across the globe, came to be. And, like his career-to-date, it’s an intriguing tale. Julius describes that gripping story, from his time in the Dutch air force, to heading up RABObank’s Technical analysis in the early 2000s, to his role on the trading floor with Kempen & Co.

Julius talks passionately about Relative Rotation Graphs, and the benefits they offer investors, individual and institutional alike; and we finish our conversation by applying his methods to investigate the impact of seasonality on equity sector performance, revealing some fascinating results. Enjoy!

Julius and I discuss an article of his, analysis the impact of seasonality on sector performance. Read the full piece here:

https://stockcharts.com/articles/rrg/2021/01/seasonality-is-nice-but-realit-326.html

And to test RRGs for free, check out the StockCharts website:

https://stockcharts.com/freecharts/rrg/
...

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

56 min