SimpleVisor Makes Relative Rotation Simpler, Part 2
Part 1, Relative Rotation- Unlocking the Hidden Potential, reviews relative rotation strategies on pairs of securities and how understanding and assessing the relationship can help investors better manage their portfolios during bull and bear markets. Part 2 shares valuable tools […]
The New Bull Bear Report Brought To You By SimpleVisor
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market environment, the risk to capital relative to the market, and how we are positioned currently. It includes our MacroView, analysis on markets and sectors, and our 401k plan manager tool.
New SimpleVisor Feature
Simplevisor Admin Alert
SimpleVisor Trade Alert – April 11, 2022
We are onboarding SimpleVisor account clients today by buying 1/2 of current model bond holdings and gold.
SimpleVisor Upgrades 04-09-2022
Simplevisor Admin Alert
Five Stocks with Strong Technical and Fundamental Measures – Double-Screening Using SimpleVisor
We received positive feedback on our double screening in last week’s Five Financials for a Steeper Yield Curve. As such, we think it is helpful to repeat the double screen but do so using pre-existing screens in SimpleVisor and adding […]
Five From the SimpleVisor Screening Tool
Our weekly scan idea comes from a subscriber’s request for a second week in a row. In this case, he is looking for guidance on using the SimpleVisor stock scanning tool to find Value Stocks. We encourage you to send […]
What Is A Financial Advisor? Consider These Seven Concepts.
Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.