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July 1, 2020

Introduction To SEDNA’s Compass Risk Report

A common question that I often receive is where should I be investing my money right now. The answer really depends on your own time horizon and risk tolerance, but my answer to almost everyone is ideally you should be considering all investment ideas and judge whether you can benefit from one investing principle: Buy Low And Sell High. After years of advising Financial Advisors for their portfolio models, I created the SEDNA Compass Risk Report as a simple guide for make changes to portfolios over time. The report is based upon a proprietary model that is updated daily and uses price, volatility and trend to evaluate the current investment opportunity for each asset class. The idea is to create a risk management tool that actually helps investors to buy at the low risk level and sell as the price reaches a maximum level and thus poses a greater risk to go down.   How Does It Work   Our Compass Risk Report evaluates asset classes using a yearly (rolling 12 month periods) model that changes based on what the market is actually doing in terms of the price, volatility and trend of that asset class. These factors change continuously so our models are automatically updated on a daily basis. Ideally you want to sell or trim a position at the top end of the price range and buy or increase holdings at the low end. The  proprietary model calculates the direction and risk level of each followed asset class and produces a directional forecast similar to a compass....
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