Quantitative Stock Model Portfolios That Perform in Bear & Bull Markets
keeping the bear asleep
Stock Portfolios Don't Deserve a Mauling
charting a new course
Affordable Way to Use Systematic Investing
with Quantitative Models
Systematic Investing addresses a significant portfolio threat: our behavioral tendencies, which can hinder performance. Successful stock investing demands a disciplined approach, navigating with strong ideas while managing a cauldron of emotions. We offer an affordable alternative for DIY investors and financial advisors - quantitative model portfolios for systematic investing.
Approach
Market Conditions
The market serves as our ultimate guide. We invest during favorable conditions to minimize losses from headwinds and capitalize on tailwinds.
Stock Selection
Our stock models employ multiple criteria to identify stocks with strong appreciation potential.
Risk Management
We've implemented a layered risk management approach. Our models advise us to invest in stocks only when conditions are met and to scale back in challenging markets.
Disciplined Pursuit
Stick to the stock investing system. Avoid second-guessing it. Once you're confident in its performance, trust the system.
Newsletter Services
The monthly model portfolio service combines quantitative analysis and a systematic investing approach to investing. It can be particularly useful for millennial and DIY investors who wish to direct their portfolio, but are unable to engage in the time-consuming research and constant follow-up.
Prudent
Biotech
The Prudent Biotech service is focused on biotechnology stocks. It comprises up to 8 stocks. The unique attributes of the biotechnology industry group creates potential for incredible returns, but also higher risk.
Prudent
Small Cap
The Prudent Small Cap service focuses on a model portfolio of emerging companies. The small-cap stocks, known for their higher risk and reward potential, are companies with a market cap between $200 million and $4 billion.
Prudent
Healthcare
The Prudent Healthcare service taps into the vast investment potential of healthcare. The sector offers unique opportunities due to its defensive nature and its growth industry groups which add to its risk and return potential.
Graycell Advisors, and its affiliates, officers, employees, families, and all other related parties, collectively referred to as ‘Graycell’ and/or ‘we,’ is a publisher of financial information, such as the Prudent Small Cap, Prudent Biotech, and Prudent Healthcare newsletters. We are not a Registered Investment Advisor (RIA). Historical performance figures provided are hypothetical, unaudited, and based on our proprietary analysis and system performance, back-tested over an extended period. Hypothetical or simulated performance results have limitations, and unlike an actual performance record, simulated results do not represent actual trading and consequently do not involve the financial risk of actual trading. The performance results obtained are intended for illustrative purposes only. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown. Past performance is not indicative of future results, which may vary. All stock and related investments have a degree of risk, which can result in a significant or total loss. In addition, the biotech industry and small caps are characterized by much higher risk and volatility than the general stock market. Information contained herein is general and does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors. If you decide to invest in any of the stocks of the companies mentioned in the newsletters, samples, alerts, etc., sent to you or available on our websites, you can and may lose some or all of your investment. You alone are responsible for your investment decisions. Use of the information herein is at one's own risk. We are simply sharing the results of our model. Nothing should be construed as a recommendation or an offer to buy or sell any securities, and we are not liable nor do we assume any liability or responsibility for losses incurred as a result of any information provided or not provided or not made available on time, herein or on our website or using any other medium. We cannot guarantee the accuracy and completeness of any information furnished by us. We may or may not have existing positions in the stocks mentioned in our reports. Our models are proprietary and/or can be licensed and can be changed or revised based on our discretion at any time without any notification. Subscribers and investors should always conduct their due diligence with any potential investment and consider obtaining professional advice before making an investment decision.
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