Uncategorized

The proof is in the pudding

Posted by:

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 ...

Continue Reading →
0

Chinese stocks is the new black

Posted by:

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 ...

Continue Reading →
0

Portfolio Rebalance, November

Posted by:

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:

Continue Reading →
0

Sustainable Portfolio.

Posted by:

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 ...

Continue Reading →
6

Triple the performance half the risk

Posted by:


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 ...
Continue Reading →
0

Portfolio/fund compostion using AI

Posted by:

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 ...

Continue Reading →
0

The AI revolution in finance.

Posted by:

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 ...

Continue Reading →
2

New vertical ticker widget

Posted by:

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 ...

Continue Reading →
0

Financial widgets

Posted by:

SoftCapital releases today a complete set of financial widgets for easy implementation by 3rd parties to their or clients websites.
Example:

We are releasing the following financial widgets.

  • Financial news widget
  • Ticker tape widget
  • Ticker
  • Chart widget
  • Market quotes widget
  • Portfolio widget

blog:


All widgets can easily be embedded on any website and CMS system like WordPress, Typo3 or Joomla in less than 5 minutes.
A variety of realtime feed sources can be used or the user can embed own feeds via our API.

Try the widgets directly:
...

Continue Reading →
0

SoftCapital sells all IP

Posted by:

At June 2014 SoftCapital has sold all it´s Intellectual proterty rights to the Swedish capital fund “Nordic Capital” fund 7. All intellectual property rights will be included in the portfolio company “CameronTec” – also a Nordic Capital portfolio company.
Among the ip the flagship product Zonar, a real-time Trading and risk management system for all asset classes and the multi purpose trading terminal “Radar”

Part of the personnel of SoftCapital will for a period work for CameronTec to help with inclusion of ...

Continue Reading →
0