VPM For Free!
Click here to begin a fully functional
30-Day Free Trial.
View A Presentation
Message from our Founder
Bob Kendall
The Virtual Portfolio Manager (VPM)
The Virtual Portfolio Manager (VPM) provides financial professionals with a
Structured management process in a Superior decision support tool. Managing
a superior equity portfolio requires an understanding of risk, market exposure,
and the dynamics of portfolio construction. Unfortunately, few managers have control
and a vast enough understanding of these elements.
The VPM technology modeling process
The VPM technology modeling process weighs a plethora of individual market forces
to generate buy, sell, or hold signals. Our process employs proprietary
price-projection/retracement models as well as related market pattern analysis.
The automated daily and weekly voting mechanisms reward or penalize individual
indicators and patterns through a probability analysis, changing weights assigned to
each symbol in accordance with their univariate and multivariate predictive accuracy
experienced over both the immediate and more distant history.
Some components of the
models include price patterns, moving averages, and rate-of-change considerations of
moving averages, trends and relative positions to the moving average assist in signal
generation based upon several proprietary indicators, first and second derivatives, and
other formulas used to analyze the characteristics of the individual symbol.
Our total rule base contains more than six hundred variables.
Upon completion of this initial analysis
Upon completion of this initial analysis, a buy, sell, or hold decision is generated.
Based upon the manager’s pre-determined use of capital, VPM’s allocation models
evaluate portfolio position size and risk adjustments on a dynamic basis. Our process
produces consistent risk-adjusted returns though the effective use of cash and
diversification of assets.
Because the VPM process is computer-generated through
the employment of expert systems (AI), we are able to provide a complete back-test
track record with a highly accurate statistical analysis of the hypothetical
portfolio performance. The walk-forward process then demonstrates the actual value
added by VPM.
Analyzes the components of a portfolio dynamically and adjusts
exposure to market risk by the use of cash vs. equity exposure in the account. This
dynamic process helps to reduce the overall risk exposure of a portfolio, resulting in
better risk-adjusted returns.
VPM provides very specific answers
VPM provides very specific answers for today's managers. While most investment software provides subjective guidance in the asset management process, VPM delivers clear concise answers.
