One-time stock analysis of your list of up to 100 stocks (long or efficient portfolios)
You enter up to 100 stock tickers + 10 backup tickers. We run our analysis, select the best portfolio(s) based on our CQNS algorithm, and email you a .PDF report.
Once you place your order, please provide this information during checkout (or email us):
- Your name
- Your email address(es)
- Your phone (and whether we may call with question on this order)
- Your US stock tickers (up to 100 and up to 10 backup tickers.
- Any special requests
Please email these to firstname.lastname@example.org. Jeffrey will be running your analysis.
What we do:
We run our analysis, select the best portfolio(s) based on our CQNS algorithm, and return you a .PDF report via email (or another way if you prefer). We return it within 24 hours...possibly much faster.
The report will list the stocks you provided, results of data validation, and the best portfolio(s) we find. If our solvers do not converge on one 'best' portfolio, we will provide you the top 3 portfolios they find. We provide you any insights from the run (e.g., was it easy to find a 'best' portfolio).
We wait until the trading day is over, but can use today's intraday price data.
At this time, we only analyze stocks listed on US stock exchanges (no OTC or foreign listings).
What you should expect from the results:
This algorithm gives you the portfolio with the desired characteristics (lower risk & higher return) in the past year.
We view this as a buy and hold strategy for up to 25 days, but have seen the effects last as long as 35 days. We have also 'swing traded' these results to capture short-term volatility.
We have seen offsetting stocks in these portfolios where some rise while the others fall, but overall the portfolio rises. In a few cases, one 'high flyer' carries the portfolio. Why does this happen? If the BETA values selected are higher than market average, then the stocks may move more than the market. If the risk is lower for those stocks, and the BETA is higher, then we may see investors attracted to those stocks in the short-term.
The value proposition:
You can most likely re-create this logic and build the data analytics capability to do a similar exercise (e.g., using the Sharpe Ratio). However, it would take significant time and effort. We run this analysis every week, and have been performing this service consistently for over a year. We purchased new servers and computers, and built a set of algorithms, code, logic and proprietary solvers to find your CQNS portfolio. We also use D-Wave Systems Inc. technology and code, including sometimes their quantum annealing computers. With our pre-packaged service and expertise, we help you better understand the stocks in your list and achieve an actionable list quickly.
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 due diligence. This is not investment advice. We are not investment advisors.
Thank you for your order and your business.
We find the portfolio with the lowest (variance - return*) combination over the past 12 months
- Analysis based on 1-year of daily stock adjusted close data, using equally weighted portfolio covariance data and BETA with average market returns from the S&P 500, Russell 2000, and NASDAQ Composite (^GSPC, ^RUT & ^IXIC).
- Return raised to the CQNS_power.
We validate your stock list (remove stocks with negative BETA or missing/0/negative prices)We analyze your 64 stocks & find the portfolio with the best Chicago Quantum Net Score
- This service offering leverages genetic algorithms, simulated annealers, fat-tailed and discrete Monte Carlo, Simulated Bifurcation, and quantum annealing. We run these sequentially and in combination to find the best portfolio.
- We run your 60 stocks on the quantum annealing computer.
24 hour turnaround (potentially less if you let us know)We provide you the stock picks in a report (.pdf file).