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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 managerâ€™s pre-determined use of capital, VPMâ€™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.