- Portfolio Optimization
- Stock Analysis Consultation
Stock Analysis Consultation
Jeffrey Cohen will meet with you (in person, or via video/phone call) to discuss the stocks that were picked in your run. We will provide a deeper dive into the Chicago Quantum Net Score algorithm, methodology, and results.
We will also help you understand any of the other data and analysis provided by our quantitative model. For example, you may wish to discuss kurtosis, skewness, variance, expected returns, and the benefits of market capitalization weighting vs. equally weighting stocks. We can go into dividends paid, stocks that have advanced or declined the most over the past year, and other ways we think about stocks.
Some clients wish to discuss the BETA values of stocks.
Each scheduled conversation (expected to last up to an hour), is a separate service.
You may arrange this to occur after your stock market analysis to better understand the results and discuss implications and actions.
We can discuss the other information we provide about each of the stocks analyzed, including dividends, relative price strength, relative volume strength and volatility.
Discussion to be scheduled and conducted as soon as practical, and can be within the hour if necessary.
A typical, repeat client spends 1-2 hours a week on the phone to build rapport and a common understanding of the findings of the model, key stocks which score well "UP" or "DOWN", changes in relative rankings, market rotation, and potential actions.
Over time, we may jointly analyze a few stocks in detail and discuss their current and future financial position, social media positioning, and prospects.
After payment, please text Jeffrey Cohen at +1.312.515.7333 or email at firstname.lastname@example.org to schedule your consultation.