You can analyze a portfolio better than 99% of professional investors using what I teach in this video.
I used to sell this portfolio analytics software to professional investors for thousands of dollars and now I am doing my part to democratize investments by giving free access to all individual investors.
I teach investors, whether you are a novice investor or an experienced or professional investor or trader How to evaluate a portfolio strategy so you can determine if your investment strategy is worth continuing to invest with or if it is time to make a change. The portfolio analysis tool is used in a real-world scenario using portfolio metrics like:
Profit and Loss
Benchmarks
Alpha
Beta
R2
Sharpe Ratio
Diversification Measurement
Concentration Measurement
risk-adjusted returns
Calmar Ratio
Ulcer Index
Up Capture
Down Capture
Sorrentino Ratio
Returns Analysis
Risk Analysis such as Standard Deviation, Downside Deviation, Maximum Drawdown, and Ulcer Index
Systematic Risk
Charts and Graphs
3D visualizations
Rolling Allocations
Risk and Return Chart
It sounds complicated, but I try to make it easy for all investors. I go over some real world trade off situations and walk through my thought process.
In addition to traditional portfolio metrics, I will walk through my Diversification measurements and analytics (which I invented) so be sure that all investors will learn some crucial new stuff using the portfolio analysis app.
Especially by incorporating portfolio diversification measurement and analysis into your portfolio evaluation (something that professional investors almost never do!) It really is possible to analyze a portfolio better than the pros!
Forget portfolio analysis in R, Excel, Python, this is better and free.
James’ professional orientation points at the zenith (and sometimes nadir) where technology and investments intersect. He is a Fintech entrepreneur and has served twenty years of a lifetime sentence.
James is a patented inventor, quant pioneer and investment manager. He is the founder of Gravity Investments, a unique investment and technology services firm centered on James’ inventions for diversification measurement, optimization, visualization, and analysis. In the development of the platform, James has pioneered A.I applications, diversification attribution, down-side diversification, portfolio re-optimization, full-lifecycle strategy optimization, programmable investment policy statements and core-satellite optimization techniques.
In working with advisors, funds and money managers as both a strategic sub-advisor and software consultant, James has consulted and trained hundreds of professional investors on portfolio design and optimization. James has a unique ability to look at any investment process and find practical, intelligent and often quantifiable opportunities to improve the investment product.
Inspired by the work of Nobel Laureate Harry Markowitz and the efficient frontier, James has championed and pioneered the science of diversification. James’ technology has advised
or assisted in over 30 Billion dollars of investor capital. His vision of a more perfect investment management system is at the heart of Gsphere ( www.gsphere.net )
His passion for performance, curiosity for the unknown, and drive to excel empower his service to investors.
James is Founder and CEO of Portfolio ThinkTank (the B2C company) www.portfoliothinktank.com, Founder & Chief of Financial Engineering at Gravity Investments www.gravityinvestments.com (the B2B company) and Chief Investment Officer at Gravity Capital Partners, a wholly owned SEC Registered Investment Advisor.