• Weekly hour long live conference call discussing themes, concepts, market, Q&A
  • Weekly portfolio review and assessment
    • Analysis of support, resistance, patterns, potential upside, and internal indicators
    • Risk Management
    • Composition
    • Sector Rotation
    • Technical take
  • Daily analysis of all portfolio positions
  • Custom screens
    • Provide screening of fundamental based portfolio for technicals
    • Provide fundamental look at technically based positions
  • Custom reports
    • Individual Sectors
    • Subsectors within Sectors
    • Commodities and ETF’s
    • Trading strategies