
Monitor market state for successful investing
The service provides tracking of three portfolios, investing in momentum stocks, broad market ETFs and bonds/treasury funds. In order to protect the portfolios during deep market corrections, I developed a system that evaluates the state of the market, risk-on or risk-off.
My Research Methodology
I have a long and successful history of conducting academic research, first as a PhD student, and later as a university professor of electrical engineering. My doctorate research focused on digital filtering of monochrome images. My academic research was done in collaboration with industry partners and focused on computer simulations for research equipment and control of industrial processes.
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I have been an active Seeking Alpha contributor since 2014, authoring, on average, about eleven articles per year. From the beginning, my research has focused on applying momentum strategies for portfolio management. I have covered a vast array of equity and bond mutual funds, ETFs and individual stocks. The portfolios analyzed in my research are all suitable for individual investors with any amount of starting capital, from $1,000 to $1,000,000.
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While most articles published during my first years at Seeking Alpha were about mutual fund portfolios, the articles published during last two years have focused on ETFs and on stocks belonging to US broad indexes, such as S&P 500, DJIA, NASDAQ 100, etc.
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A common feature of all my portfolios is their simplicity. The ETF portfolios invest in the top two or three equity ETFs during market risk-on periods, and in the top two Treasury bond ETFs during market risk-off periods. The portfolios with individual stocks invest in the top six stocks of the corresponding index.
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The evolution of the risk on-off procedure can be observed in my articles published in March 2021. In those simulations, I compared the total returns of the following ETFs: DBB, UUP, XLY, XLP. For the real-time alerts of the service, I use a much larger collection of indicators. The procedure may continue to evolve in order to adapt to new, unforeseen market behavior. Any such change will be explained in detail in exclusive marketplace articles.
What is offered
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Weekly risk analysis of the state of the market. I indicate the state of the market and comment on the likelihood of a market transition within the next week.
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Monthly analysis of momentum rankings. An article with changes in asset allocations is published around the end/start of each month.
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Real-time alerts of market transitions from risk-on to risk-off or the reverse.
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Real-time tracking of four portfolios, including real-time trading alerts.
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A member chat room to discuss any questions you may have about market events, trading decisions and latest research findings.
A subscription gets you:











