Overlay Model Portfolio
The Overlay Portfolio implements our best ideas through derivatives. It consists of two components: An investment component that aims to participate in cyclical trends. A trading component that focuses on pattern recognition.
The overlay is portable to most institutional fixed-income or equity portfolios. The calculations above are based on a 10% margin requirement.
A simplified and non-leveraged version, which includes its underlying components only, can be also subscribed by individuals under the Top Picks package.
Past results do not project future results.
Recent Analysis Examples
A few examples of our forecasts since we’ve made our work publicly accessible by launching this website are summarized below:
We have been spot on to forecast the biggest reversals of Q1/2018 with tremendous precision. We got both, the bearish ...Read More
We have identified a major if not the Bitcoin top with surgical precision. We were bullish and forecasted higher highs ...Read More
We were bullish throughout the 2017 EUR/USD cycle. On February 8th 2018, we forecasted one last swing into the 1.255-1.265 ...Read More
We have forecasted the bull run in US equities during Q4/2017 precisely. Our call occurred in a market period of ...Read More
We were bullish since inception of our website on Indian equities and called at the beginning of October 2017 for ...Read More
We forecasted the biggest reversals of Q4/2017-Q1/2018 precisely. We got both, the bearish and the bullish, reversal right within days ...Read More
We identified an upside breakout for WTI oil in November 2017. The entire setup was complex and traded for 1.5 ...Read More
We've made a bullish forecast for the Bovespa in early December 2017. It was based on pattern recognition of a ...Read More