Market Environment Chart

The Market Environment Chart illustrates a filter used in the Enhanced Allocation and the Enhanced Allocation - Sector portfolios to determine the overall strength of the market. The “market environment filter” is designed to allocate Enhanced Allocation portfolios to defensive positions during unfavorable market periods. The primary component of the indicator is the 100-day moving average, a popular [...]

Market Environment Chart2018-05-30T11:33:21-04:00

Q3 Overview

The Q3 Overview is a client-friendly marketing piece designed to introduce managed account services to investors. Appropriate for almost any situation in which you need to present Q3's program to someone new. It is a nice compliment to any research report. Download the Flyer

Q3 Overview2018-05-30T10:14:49-04:00

Q3 Strategy Correlation Report

The Q3 Strategy Correlation Report allows investment professionals to review how closely correlated the various strategies are to the S&P 500 and to each other. At Q3, we believe in the concept of strategic diversification. Portfolios that combine several strategies often experience lower volatility and improved performance. How to Use the Chart: Correlation measures how [...]

Q3 Strategy Correlation Report2018-05-30T11:36:53-04:00

Cycle of Investor Emotions Chart

The Cycle of Investor Emotions Chart provides an example of how some investors react to the ups and downs of the market. Humans are emotional beings and decisions we make are often clouded by the feelings we have. Disciplined investing requires investors to follow an unemotional plan. By combining the cycle of investor emotions with [...]

Cycle of Investor Emotions Chart2018-04-17T07:31:18-04:00

Bull & Bear Chart

The Bull & Bear Chart illustrates the history of Bull and Bear Markets in the Dow Jones Industrial Average back to 1900. You'll notice that while the market tends to rise over the period, 72 percent of the time it is either falling or recovering to break even. Often this chart is presented showing the [...]

Bull & Bear Chart2018-04-17T07:31:18-04:00