Many investors use an archaic 68-year-old theory called modern portfolio theory.
This encompasses a strategy that many have heard about which is diversification.
When extreme volatility and risk emerges in the markets all assets become correlated at 100%.
Meaning, that your portfolios are going to go down virtually the same as the general markets.
The PortfolioXpert investment process utilizes an automated adaptive response to volatility.
When times of extreme risk emerge our process will protect the assets and move you to cash therefore you’re not exposed to the full amount of risk in the markets.
In a world of no fee trading and fractional shares sophisticated strategies are now available to the public that even the most sophisticated investors do not have access to.
Our platform gives you the ability to build dynamic direct indexing strategies for your own personal mutual funds. Every aspect of the investment process is automated and delivered to you to help you to manage your portfolios and protect your assets.
PortfolioXpert engineers have developed a unique response to addressing environmental changes in market dynamics. Over the past two decades it has become painfully evident that traditional investment paradigm is not efficient especially in highly volatile and irrational periods.
This is never been more evident than the current collapse in prices during the Covid economic shutdown. This process was able to protect assets and quickly re-invest to participate in a sharp V-shaped recovery.
In early 2020 along with the Covid market collapse I discovered that many individual traders were interested in actually managing their retirement assets. This opened a new vision of the world realizing that most investment advisors had a mixed agenda making it difficult for them to deliver the exact process that I intended for the individual investor.
By delivering a fully automated management process it now puts the power into your hands and as we know the old adage "no one cares about your money more than you do", applies.
So if you are starting out and do not a strategy in mind we have over 40 prebuilt strategies that you can choose from utilizing ETF’s, mutual funds, and individual securities. But this unique piece of software also gives you the ability to create, back test, validate your own strategies before you implement them into the real world.
You choose the increment of time and strategy that you want to use whether it’s short-term, intermediate or long-term; or a combination of all of the above. The strategy will fully automate when to buy and sell, how much to buy and sell, and how much to have in cash at any time to participate and protect your assets no matter what the environment.
This product focus is on helping the little guy; individual or family that has 200,000 or more investable assets. This process will eliminate the constant sucking of fees on your accounts drawing down your potential returns on your accounts.
PortfolioXpert goes far beyond the outdated “buy and hold quotes stock strategy.
Rather we use a quantitative and dynamic process, therefor, giving you the ability to utilize this with your online trading environment to manage and protect your assets.
This fully automated strategy creates and manages your individual portfolios with a self-learning algorithmic strategy aiming at capturing above market upside returns while limiting the downside capture ratio.
This process has been used by institutional clients, endowments, foundations, ultra high net worth individuals, registered investment advisors and many more for over 20 years.
Now it is available to the individual that wants to take control of their money and manage the risk while participating in appreciation when markets are in a trending mode.
The strategy is a highly technical, highly sophisticated and quantitative trading program that looks to be risk adverse by actively managing portfolios.