Investment Tools

A collection of investment tools is available for portfolio owners and managers. The general purpose of the tools is to assist position taking. The collection is regularly updated with new tools and content.

Asset Classes | Trend Phases

Use this tool to determine the current Trend Phase for a number of asset classes as well as the aggregate concentration of the different Trend Phases.

Asset Classes | Indicator Dashboard

Timing of trade entry and exit is of great importance for all investors, irrespective of investment style. The Indicator ScoreCard presents, in a heat-map format, the current normalized readings for a number of price-based market indicators. There are cross-overs, oscillators, rate of change and other trend-focused indicators.

Want to know if a particular asset class is trending and if so by how much? Answers to these and similar questions are found in the Indicator Dashboard.

Asset Classes | Overbought/Oversold

For macro-styled value investors and momentum traders, it is important to gauge when the prices of asset classes have moved extensively in one direction, up or down. The following reports show how much ‘overbought’ and ‘oversold’ a number of asset classes currently are, over 2-month and 12-month periods.

Do remember that markets can stay extended for a long time, or as John Maynard Keynes is attributed to having said – “the market can stay irrational longer than you can stay solvent”. Ensure that your position sizing can withstand irrational markets.

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