top of page
Search

Investment Performance issues? Try this...

jeffreymarcus3

Underperformance issues? Don’t change your strategy (the WHAT), add TPA to improve WHEN and WHERE you buy.


After 11 years of serving a small group of very large institutions, TPA now offers its research services to broader range of investment managers, which will include RIA's and CFP's. TPA’s new subscription model will allow more managers access to the same alpha producing research.


TPA has developed its original Trend-Range model into a powerful set of tools that work as an effective overlay to a manager’s good fundamental process.


1. Trend-Range - determines whether a security is trending or rangebound and sets inflection points accordingly. Alerts are identified and evaluated regularly. If an alert meets all of the requirements, it becomes a high conviction buy or sell recommendation, which is sent to subscribers.


2. TPA - scans over 10,000 securities every day. Has sent clients over 300 recommendations each year for 10 years (over 3600 in total).


3. 6 Charts – high conviction recommendations usually approximate one of the 6 compelling charts below:


4. Weekly Top 10 Buys and Top 10 Sells - These are ecent high conviction recommendations. Technically positive for Buys and Techncialy negative for Sells WITH ACTION LEVELS.



5. Other TPA Reports - fill in the market picture and provide context:

· World Snapshot – TPA develops larger macro themes that are used to inform investment

· TPA Canaries in the Coalmine – alert levels for important market and economic variables

· Benchmark Optimizer – identifies relative value opportunities

· The Forgotten Stock Report – stocks trading at the low of their 4-year trading range that are finally moving higher.


Take a few minutes to find out more and change the direction of your performance!


Jeff Marcus

President

0 views0 comments

Recent Posts

See All

Comments


Turning Point Analytics Disclaimer

Turning Point Analytics (TPA) is only one of many tools that an investor should use to make a final investment decision.  TPA is an overlay on top of a client’s good fundamental or macro analysis.  TPA does not create or provide fundamental analysis. The information in this communication may include technical analysis.  Technical analysis is a discipline that studies the past trading history of a security while trying to forecast future price action.  Technical analysis does not consider the underlying fundamentals of the security in question and it does not provide information reasonably sufficient upon which to base an investment decision.  Investors should not rely on technical analysis alone while making an investment decision.  Before making an investment decision, investors should consider reviewing all publicly available information regarding the security in question, including, but not limited to, the underlying fundamentals of the security and other information which is available in filings with the Securities and Exchange Commission.  The information and analysis contained in reports provided by TPA are copyrighted and may not be duplicated or redistributed for any reason without the express written consent of TPA. The information in this communication is for institutional or sophisticated investors only.  By accepting this communication, the recipient agrees not to forward, and/or copy the information to any other person, except as permitted, or required by law. TPA does not guarantee accuracy or completeness. TPA is a publisher of technical research and has no investment banking or advisory relationship with any company mentioned in any report.  Reports are neither a solicitation to buy nor an offer to sell securities. Past performance is in no way indicative of future results. Opinions expressed are subject to change without notice.  TPA will provide, upon request, the details of any past recommendations. TPA’s analysis and recommendations should not be used as the sole reason to buy or sell any security. TPA may compensate brokers and intermediaries for sales and marketing services. You understand and acknowledge that there is a very high degree of risk involved in trading securities and/or currencies. The Company, the authors, the publisher, and all affiliates of Company assume no responsibility or liability for your trading and investment results.  It should not be assumed that the methods, techniques, or indicators presented will be profitable or that they will not result in losses. Statements, data, and analysis made by TPA or in its publications, are made as of the date stated and are subject to change without notice. TPA and/or its officers and employees may, from time to time acquire, hold, or sell a position in the securities mentioned herein. Upon request, TPA will furnish specific information in this regard. TPA will not be held liable for losses caused by conditions and/or events that are beyond TPA’s control including, but not limited to war, strikes, natural disasters, new government restrictions, market fluctuations, and communications disruptions.

bottom of page