Financial Planning

S&P 500 Futures Premium Backtest: Fair Value Deviation – Cash-Futures Basis + Arbitrage Matrix

**Excerpt:** Analyzing S&P 500 futures premium via fair value and arbitrage. **Meta Description:** Explore a comprehensive backtest of S&P 500 futures premium, focusing on fair value deviation, cash-futures basis, and the arbitrage matrix for optimal trading insights.

Active vs Passive vs Smart Beta vs Factor: Cost + Alpha – Information Ratio + Persistence Test

Excerpt: Comparing Active, Passive, Smart Beta, and Factor: Cost, Alpha, and Persistence Meta Description: Explore cost efficiency, alpha generation, information ratio, and performance persistence in Active, Passive, Smart Beta, and Factor investing strategies.

60/40 vs Risk Parity vs All-Weather vs Golden Butterfly – Drawdown + Inflation + Deflation Test

Excerpt: Comparing major portfolio strategies under drawdown, inflation, and deflation stress tests. Meta Description: An analytical comparison of 60/40, Risk Parity, All-Weather, and Golden Butterfly portfolios under drawdown, inflation, and deflation scenarios for 2025-2030.

Municipal vs Taxable vs Tax Credit Bonds: After-Tax – Marginal Bracket + State Tax Matrix

**Excerpt:** Comparing after-tax yields: municipal, taxable, and tax credit bonds. **Meta Description:** Explore how municipal, taxable, and tax credit bonds perform after taxes, factoring in marginal tax brackets and state taxes for informed investment decisions.

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