Sunday, March 2, 2014

Stocks for hold Long After The Market Peak

Stocks Investment - Interestingly, the model of sector sequence over a cycle defined similarly by John Murphy and Sam Stovall says that one can often identify a very late moment in the cycle by the fact that energy and consumer staples are the leading sectors. I happen to be long and overweight several of the above, but the real message is that when the above stocks start to pull ground on the larger set you should probably sell everything down to your minimal equity allocation.
  • Quality of investment stocks: Earnings growth and stability resulting in a S&P Quality Ranking of A or better
  • Stability investment: Price volatility that ranks in the lowest quin tile of the S&P 500
  • Performance investment portfolio: Ability to post gains long after the market peaks during the bear markets from 2000 to 2002 and from 2007 to 2009
  • Income investment portfolio: Consistent annual dividend growth over the past decade

Saturday, March 1, 2014

Stock market S&P 500 Record High Sustainable - comments and opinions and bubble periods

S&P 500 Record High Sustainable  - comments and opinions

Market Trends
Market Trends

I am reading an very informative coverage of the periods of 1965 through 2000,"The boom and the bubble". it covers all the expansions and contractions we, japan, Germany, the em, and other have had. not relating it so much to the stock market cycles. putting in ones own picture of the markets through these periods where we had big bull movements it is hard to relate the markets ups for long stretches to any group of happenings. sure, the fed acted and the markets reacted but to relate fundamental to long market trends was hard to bring into the equation. most of the moves up were related to PE expansions and contractions of their own trends. in fact the bubble periods of 97 through 2001 was particularly interesting. after all the crisis of lTCM, the Russian default, the em defaults, japan in trouble, we had many years where the profits of the SP 500 were going down. the market saw fit to ignore this for 3 years until after 2000 when the tech bubble went bad. then everything changed. stocks became poison.

Saturday, February 8, 2014

TOP 5 Assets Management Software's for investment management





In the list below you can find some of the best software's on the market for  Asset Management solutions, Assets Management Software, Risk management, Wealth Management, Portfolio diversification and Family Office.

Systems and Software portfolio management

Profile Systems and Software

When we talk about Profile Systems and Software we can mention:

  • Global markets support and efficient management of all portfolio types
  • Complete fees management and instant cash flow information
  • Automated front to back office operations, with pre-trade simulation analysis, advanced order management and trade validation workflows 
  • Strategic and tactical allocation views with rebalancing facility for automatic order proposals 


Portfolio Diversification and strategy software for Wealth Management

  • Portfolio diversification calculator
  • Stock Portfolio diversification
  • Portfolio diversification strategy
  • Asset allocation software for advisers
  • Asset allocation software for financial advisers

Gravity Capital Partners works with Registered Investment Advisers in a collaborative fashion as a strategic sub advisory to measure, manage and improve portfolio diversification, educate clients and increase assets under management. We work with money managers and institutions as strategic sub advisers to create risk management overlays or Diversification Weighted product sleeves.



Solutions for Asset Management

Asset management solutions are helping institutional investors and private equity firms to improve investment decision-making and operational efficiency, with increasing transparency while managing the risk. www.sungard.com/assetmanagement


Asset Management solution by some of the largest investment managers globally.

Calypso is a Single Platform for All Fund Types


  • Valuation and Position Keeping
  • Comprehensive Risk Management
  • Compliance Management
  • Straight-Through Processing
  • Product Coverage
This Asset Management solution by some of the largest investment managers globally. It incorporates the sophistication of products and trading processes used by the sell side, and combines that with all the features required by a medium or large fund manager.


  • Accounting
  • Alternative Investment Solutions
  • Client Reporting
  • Deal Capture
  • Fee Billing
  • Front and Middle Office
  • Global Custody
  • Middle and Back Office Solutions
  • OMS / EMS
  • Performance Measurement
  • Portfolio / Fund Management Systems
  • Portfolio Analytics
  • Settlement Documentation Wealth Management / Family Office
Prospero Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business - from the front office to the back office, including General Ledger - without having to use multiple systems and spreadsheets.