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Stable progress and low volatility.
The year 2021 was plagued by Covid, but we are quite satisfied with the figures for our internal fund “DK shares”
The return ended at 29.90% with a volatility of 6.61% compared to the benchmark (EDEN) which ended at 14.86% with a volatility of 15.66%, ie a significantly better result with lower risk.
In this connection, we have set ...
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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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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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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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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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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 ...
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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 ...
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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 ...
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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.
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 ...