The proof is in the pudding

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Have you ever in the middle of your pudding stopped mid-pudding to wonder how it might have some “proof” in it, as suggested by the expression “the proof is in the pudding“? We found out the hard way during the corona period in many Teams and Zoom meetings that this idiom was highly relevant to what we were doing. While demonstrating our tools for portfolio construction and -rebalancing we experienced growing scepticism as we during presentation reach ...

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Chinese stocks is the new black

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China is the new black

Of the 5 portfolio we design and trade, and 35 we design – our China large cap (CLC) far outperforms any other sector and theme funds we cover
Take a look at the graph and numbers below. Note, the recipe of our portfolios are for institutional investors only.
Our approach to fund design is using AI (neural network) in 2 vital places. Design of the weights and in the rebalance process, this concept has proven very valuable.

The statistics ...

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Portfolio Rebalance, November

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It is time for the monthly rebalance of SustainableUSA. November gave a decent result while keeping a low risk.
The result for the month was:  4.87%. which annualized is :58,44%

If you followed the portfolio weights of last month, here are the trades you have to perform in order to revert to the optimal solution:

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Sustainable Portfolio.

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SustainableUSA is a “green” portfolio which only invests in companies which scores high in sustainable, environmental, social, and corporate governance (ESG) values.
It is a “feel good” portfolio which yields a high return while maintaining low risk and supporting a sustainable future.

This portfolio is provided to the investor community for free and is updated with new weights at beginning of every month.(You can be notified by email) The initial amount to establish the portfolio is USD 20.000. It probably can be made ...

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Triple the performance half the risk

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Triple the performance – half the risk!
Does this sound too good to be true? Well it isn´t. Combining AI, Dynamic rebalancing and distributed computing yielded these results for a SP-500 universe. Results are repeated for Rusell-2000 and stoxx-600.
While the performance graph presents the results from 2005 till 2020(July 15) this is back traded results. The actual portfolio started trading in January 2020 to collect evidence of the performance while we continue to test and validate our ...
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Portfolio/fund compostion using AI

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I could tell you, but then I´d have to kill you! This line from” The Hounds of Baskervilles” featuring Sherlock Holmes is quite relevant in this blog. You will understand why when you take a look at the following graph.

Major points
-Volatility is lower than the SP-500 index
-Return is higher

This combination is normally quite hard to achieve consistently but our ...

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The AI revolution in finance.

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The finance industry is going through a period of profound change and disruption.

Technology provides the means for firms to re-imagine the way in which they operate and interact with their customers, suppliers, and employees. One particularly significant area of development is the utilization of artificial intelligence (AI) and machine learning (ML).

The pace of AI application is clearly ...

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New vertical ticker widget

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We released a new awesome tool for websites – a vertical Ticker Widget.

Vertical ticker widget lets you see the price and the change percentage of your financial instrument as well a small representation of the chart. The advantages of this widget are its compact size as well as its informative nature. The visitors of your website will be able to see the price of the instrument and observe the ...

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Xab – a showcase

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With our widgets it´s easy and quick to design a complete financial website or implement one of more of our widgets in your present website. Xab, a Fintech company created a stock webpage using only our widgets and a few lines of php code.
Xab shows stock related information: Charts, news, company specific news and tickers all integrated in a single page. The whole site was made in less than a week, ready for launch.
Example from Xab: https://xab.dk/stocks?AMD

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Sigma Server API

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SoftCapital develops and offers a cloud based financial business platform including modules for investment management, derivatives pricing, account management, customer portal and real time trading via FIX protocol; all bundled in a fast browser based environment.

During 2019 SoftCapital has worked with several 3rd party developers who have created their own customer facing FinTech offerings based on the core supplied by SoftCapital. By using our Sigma API as the core; customer facing FinTech companies and financial institutions can achieve a short ...

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