Thermometer & Thermostat
Investment professional, do you have a consistent, reliable, process for interpreting the market and responding accordingly in your client’s portfolios? I’m not speaking of forecasting here! Forecasting is a futile practice fraught with the corruptibility of: emotion, opinion, and bias. No, I am speaking of an approach which allows you to get translate the current market condition, much like a thermometer interprets outdoor temperatures. The beauty of thermometer is it’s grounding in the present moment, it does not care about the past or future – it’s indifferent to the noise of forecast, prediction, and opinion. You make decisions based on the now, and adjust the thermostat accordingly. If you do not have a process that can help you make decisions based on the present moment, then I implore you, get one!
Surviving Without a System
Do you grow weary of the noise in the system? Doesn’t it get hard to hear yourself think sometimes, let alone develop a clear framework for managing and responding to current market trends and risk? Investors and Professionals want, dare I say need, a more dynamic and adaptive approach to portfolio management – one that embeds aggressive risk management into the process – more than they need an opinion or bias.
Having been an adviser, I don’t know how I survived without a systematic process which removed my opinion, emotion, and bias from the mix. Looking back, it seemed all I did was regurgitate all the circulated sounds bites flowing at me daily. I had massive information overload, and was missing the market cues that were present, and in plain sight.
Missing the clues and cues cost me and my clients lots of grief, opportunity, and most importantly the growth and preservation of precious capital.
I know, you too, have been or even are in this position. The two nasty bear markets within the last 17 years tested our investment fortitude and with the market doing so well, it’s a welcome relief to over a decade of lost returns. With that said, it does seem however, that professionals and investors, I speak with are just waiting for the next shoe to drop. With the majority of investors and professionals not feeling very confident in their portfolio management approach. By that I mean, how to properly position and adjust for the next storm.
Trend Rotation System
A decade ago, I set out to develop a systematic process that would provide a better investing framework for investors and professionals. A process that was grounded in academic research, simple to understand, easy to communicate and could be modeled and systematically applied. Today, that process is Intelligent Investment Models. Our Models employ a proprietary Trend Rotation System (TRS) which is grounded in the academic research regarding momentum (trend following).
“…Intelligent Investment Models are the FUTURE for every investor…the tools I DREAMED about, as a Financial Adviser, when I was managing money for clients worldwide. Every investor – individual and professional – should be implementing Intelligent Investment Models to Grow & Protect their portfolio…” Andrew Paquin Founder SQR
With Intelligent Investment Models, investors and professionals don’t have to worry about the market going up, down, or idle. The beauty and the simplicity is that you can cut out the barrage of noise and opinions coming at you each day – and focus on your life, career & business. Intelligent Investment Models not only create scale, while saving a massive amount of Time & Money, they serve you as both a Thermometer as-well-as a Thermostat. They read current market conditions, interpret, and respond, via a rule based process, adjusting models and taking appropriate action. The best part is they have embedded risk management right in the investment process. What does that last part mean – “Active Risk management”? It means that our Intelligent Process has rules built in always able to address the following:
- What market do you buy or sell at any time?
- How much of a market do you buy or sell?
- When do you enter a market?
- When do you get out of a losing position?
- When do you get out of a winning position?
With Intelligent Investment Models, you can relax knowing you are following a systematic process that benefits both you and/or your clients over the long term. Investors do not need to feel vulnerable or helpless – left to the mercy of the market. Intelligent Investment Models free up your precious mental capital to focus on building your business, career or life. Intelligent Investment Models tell a compelling visual story about a valuable process for positioning, profiting, and preserving investor capital.
Process Drives Outcomes..
Intelligent Investment Models can be your dynamic, systematic approach – an adaptive process for interpreting the market (thermometer) and responding accordingly (thermostat) – a ROBO alternative.
Remember – a good process drives better outcomes!
Be Well –
Andrew T. Paquin
Founder – SQR