One-time stock analysis of complete stock exchanges (long or efficient portfolios)
Are you looking to find common stocks portfolios that will outperform the market (according to the Chicago Quantum Net Score)? Want to find stocks expected to outperform the US equity market?
You select up to five US stock exchanges for us to analyze all of their common stocks. You can choose from NYSE, NYSE American, NASDAQ Global, Nasdaq Capital Markets, and NASDAQ Global Select exchanges.
We analyze all common stocks from the exchanges you select, usually after the markets close today, and we report our findings to you. The cost is $750, and it takes us up to 10 hours to run the analysis and write the report. We run the analysis using our new Dell server, our new iMacPro, we leverage our proprietary code and solvers (the platform), and possibly use the D-Wave Systems Quantum Annealer. Most of our clients pay for their analysis with their first trade.
If you pick all 5 exchanges, we analyze ~4,600 stocks before data validation and ~3,600 after. We select an interim portfolio of ~100 stocks (selected to create the least efficient portfolio we can find of ~100 stocks). Finally, we analyze those ~100 stocks to find the best, most efficient 'long' portfolios we can.
Recently we picked multiple 4-stock portfolios, plus a 13 and a 17 stock portfolio which when held together in an equally weighted portfolio, are expected to outperform the benchmarks (SPY & QQQ). Sometimes we pick smaller portfolios, depending on how the market is doing (the model picks them...we just report them). The holding of stocks together is what creates the value, as these stocks offset each other's risk, while maintaining the expected returns.
Once you place your order, please enter this information during checkout or email us:
- Your name, email address and phone number
- Your special requests, instructions, or actionable objectives
- How to deliver your electronic report (we typically email a .PDF file). We can send your report via the US Mail if you prefer.
Please email these to research@quantum-usaci.com. Jeffrey will handle your order.
We start work once we receive your email (or your provide this information through checkout), and our payment processor confirms payment (usually within minutes).
We draft each report individually based on output from the multiple runs we perform, and our insights and experience from doing this. The programs themselves take between 4 and 10 hours to complete if you select the maximum number of exchanges (all 5).
What we do:
We run our analysis by selecting the most efficient (or best) portfolio(s) based on our Chicago Quantum Net Score (CQNS), based on the prior 1-year of adjusted close prices of all the common stocks that pass data validation. We then return you a .PDF report via email (or another way if you prefer) and return it within 24 hours, and possibly much faster. So far, we have 100% success in delivering our reports before markets open the next day.
We are putting together a sample report. In the meantime: your report will include the five 'best' stock portfolios that we found, along with the interim portfolio of what we affectionately call 'allstars' (opposite of 'dogstars). This gives you ~100 stocks to research and take action on, after you do your due diligence of course.
What usually happens? These stocks are a mix of high and low risk stocks that work well together. Their prices individually may move erratically, but that is compensated by a higher expected return. These stocks tend to risk over the next few days after we run our report, as these are the stocks that provide higher expected returns relative to risk. Please do your due diligence and understand the story behind these stocks. Why are the stock prices so stable?
When we first started running this analysis for clients, the market in oil and gas stocks was flat because commodity prices were low. We selected a large number of stocks in that sector before they started to rise. With each run, we see both sector rotation, and stocks that have made their move start to be scored differently. Recently, MARA has been in our allstar portfolio. It is a crypto-currency based miner which ran up fiercely in the past, but lately has been very flat. The model says to hold this stock with others that move differently.
We do provide some other screens on the stocks, depending on your level of interest. We can report out the highest paying dividend stocks in the market, or the stocks with the highest, lowest or negative BETA. We can let you know which stocks have HUGE volume spikes for one or a few days, then settled down again. We can also track stock splits and large one-day price moves. Each of these screens picks a few stocks that can be analyzed for action.
We also provide a short analysis of the skewness, kurtosis and variance of the stocks that passed data validation. This is helpful for options traders.
Typically, we wait to pull the data until the trading day is over, which ensures you have a clean set of price data. However, we can use today's intraday price data upon request.
We only review US-listed stocks in this service. Foreign stocks will be a custom request, so please email us.
What you should expect from the results:
This algorithm gives you the portfolio with the highest amount of desired characteristics (lower risk relative to higher expected returns) in the past year. We expect those patterns to continue into the near future (average of 25 days).
In our client runs, which have been going on for about a year, we generally see upward movement in the stocks selected, but the system is not perfect. Stocks can and do fall, even when picked by the Chicago Quantum Net Score. However, a trading model to use in upward markets is to 'swing trade' these results to capture short-term volatility and upward movements.
The value proposition:
We created pre-packaged solutions that allow us to continue investing (heavily) into a set of methods, tools, algorithms and our platform, so that we can better serve our clients in a repeatable manner. It is likely we are running this type of analysis often, so you get the benefit of our experience and growing expertise.
The alternative is to pay on an hourly basis for a custom analysis, including the time for costing, testing and operations. This makes sense for clients that want to 'own' the analysis and have a very specific idea in mind of how they want to select stock portfolios. We welcome this business, and have a service on our website for weekly consulting work (for a fixed weekly fee).
This algorithm is free from emotion, and provides a fact-base around the stock market and stocks that you may find valuable to trade to a plan.
Finally, this is a proprietary algorithm (we published early versions of the algorithm to select efficient portfolios). We have also spent ~$10,000 on technology infrastructure and almost 18 months into the codebase. With our service, and expertise, we can help you achieve these results quickly and cost effectively.
Explanations:
Please see our webpage "Stock Market Links & FAQs" for details.
Disclosure
We think investors need to do their own due diligence on the companies and ensure they understand the risks associated with investing. Our model looks at the adjusted closing prices and the patterns between stocks held in that data.
Note: The algorithm and methods used are subject to frequent change and development. Do not rely on this service for your investment decisions and do your own due diligence and research into companies. This is not investment advice. We are not investment advisors. Investments can and do lose money.
Finally, if you prefer, please reach out to us at research@quantum-usaci and we can arrange a bulk order and typical business invoicing. This way nobody pays the 3% fee, and we can arrange runs on a fixed weekly schedule.
Thank you for your order and your business. We expect you will learn a great deal in the process.
Thank you for your order and your business.