One-time stock analysis of complete stock exchanges (long or efficient portfolios)
Are you looking to find the worst stocks and portfolios (according to the Chicago Quantum Net Score)? Want to find stocks expected to underperform 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.
This service analyzes 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! You get the benefit of our new Dell server, possibly the D-Wave Systems Quantum Annealer, and our proprietary code and solver platform, and D-Wave Systems classical solvers. It is a bargain price as we grow our business.
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 worst portfolios. Usually, there are 1 to 3 stocks selected, and a list of individual stocks to avoid, or bet against. Why, because diversification makes bad stocks better...so these are very small portfolios.
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 email@example.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). Fewer exchanges go faster, but it is up to you.
What we do:
We run our analysis by selecting the most inefficient (or worst) 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...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 'worst' stock portfolios that we found, along with the interim portfolio of what we affectionately call 'dogstars' (opposite of 'allstars). 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 very risky. Their prices move erratically compared to their expected returns. So, we find that these stocks fall, and can fall fast when markets are weak. These stocks, however, can run up when markets are strong. So, do your due diligence and understand the story behind these stocks.
When we first started running this analysis for clients, we selected a stock that was 3 months away from a bankruptcy filing. They did file for BK. Other stocks are MEME stocks that have been run up and down. Finally, others are in the healthcare space and have seem dramatic rises and falls based on news, or anomalous trading activity. Finally, some make no sense at all why they are trading at current levels (seem too high), and are just fun to watch or ride down.
list the stocks that passed data validation and were analyzed, along with the most inefficient (or worst) portfolio(s) we found according to our Chicago Quantum Net Score. If our solvers do not converge on one 'worst' portfolio, we will provide you the bottom 3 portfolios found. We provide you any additional insights from the run.
We also provide a short analysis of the skewness, kurtosis and variance of the stocks that passed data validation.
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.
If you provide non-US listed stocks, we will include if the data is available.
What you should expect from the results:
This algorithm gives you the portfolio with the lowest amount of desired characteristics (higher risk & lower expected return) in the past year. We expect those patterns to continue into the near future (average of 25 days).
In our first client run, the declines have been significant (in a declining market) in the first few days. You can likely 'swing trade' these results to capture short-term volatility.
We see a smaller number of stocks picked (one or two) in a portfolio, because diversification helps these 'dogstar' stocks. We will provide the interim portfolio of 100 stocks, and the final portfolios selected by the top solvers / methods. It is likely you may find a few 'dogstar' stocks from this analysis to take action on.
Why does this happen? If we can find stocks with low BETA values and high variance, then these stocks do not move up with the market as much as others...and the higher variance means you likely will carry more risk for that expected return.
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.
Please see our webpage "Stock Market Links & FAQs" for details.
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.