Comprehensive Analysis

Comprehensive Analysis refers to the interdisciplinary field of securities and investment analysis involving fundamental analysis, technical analysis, and derivative analysis. The goal of Comprehensive Analysis is to identify the point at which each discipline agrees with the other, and forms an optimal point that investors can target in order to generate income and cash flow, or, trade the equities and options markets. Known as the optimal investment point , or, the optimal investment opportunity, comprehensive analysis incorporates traditional investment analysis methods and theories with computer science, set theory, probability, statistics, artificial intelligence and logic. Though the process of identifying the optimal point can be performed manually, the vast amounts of data required are best accomplished by algorithmic-based technologies. By analyzing techniques common to fundamental, technical, and derivative analysis, an algorithm can identify entry and exist points within the equities and derivative markets that most investors seeking income and growth find favorable. This comprehensive approach leaves nothing on the table. By analyzing all possible data, it eliminates the classic argument between fundamental, technical, and derivative analysts as to which method is best.
Origins
The concept and method of the optimal investment point was first invented by Stephen Kovach (Harvard), and Tracy Adams (MIT). The methodology was created in response to investors' needs for better investment decision-making tools. In 1995, the company's founder, headed by Stephen Kovach (MA International Political Economy, Harvard University), invented the concept of the Optimal Investment Point while heading up SAKS Investments, Inc., a full-service investment firm that provided portfolio management and advisory services for affluent clients. By focusing on methods and strategies that continually generated a steady flow of cash from existing equity positions within an investment portfolio, Kovach, who previously worked for A.G. Edwards, Merrill Lynch, and Charles Schwab, developed the initial concepts for the Optimal Investment Point at SAKS Investments, Inc. Between 1995 and 2009, this method was applied, tested, and subsequently perfected, through numerous bull and bear markets, economic troughs, and business cycles. In 2008, he partnered with Tracy Adams (MS Computer Science, MIT; MBA Duke University) in order to automate the method, thus making it available and affordable to all investors and investment professionals.
Purpose
The intention of comprehensive analysis is to resolve long-standing problems within the equities and derivative markets. Namely, it helps conservative and growth-oriented investors and traders continually generate income or cash flow in their portfolio every single month, while simultaneously reduce excessive risk, and potentially realize higher-than-average annual returns. It also helps traders and value investors identify optimal investment opportunities that exist within the markets every day, but are otherwise difficult, if not impossible, to identify manually, or, with single-theory approaches, such as fundamental, technical, or derivative analysis. According to the IMF (International Monetary Fund) the concepts of comprehensive analysis rank as one of the most important concepts in the global financial markets. Applying comprehensive analysis to the equity markets represents a paradigm shift in how markets and investors behave and make economic decisions regarding their portfolios.
Goal
The goal of Comprehensive Analysis is to advance the traditional buy-and-hold methods, which have historically failed, as evidenced by the 2008-09 global economic recession and subsequent market failures. Moreover, Comprehensive Analysis also seeks a better way of trading the equities markets as compared to volatile day-trading methods, which also tend to fail.

Main Menu

See Also

Main Menu