So what do we offer?

How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.

The quote above is from Robert G. Allen, one of the most influential investment advisors. Well, we understand his point, but this is quite different from what we've learned from our parents, so-called 11th Commandments; you shall save.

Our parents saved their incomes into bank deposit because it was considered to be the safest investment.
As I grow older, I started to ask if bank deposit is really safe investment. Or, is there any better investment in the current volatile / dynamic market?

I was lucky enough to work for financial industry for long time. It has ups and downs, but I gradually became knowledgeable on many topics that I wanted to share with friends and families

Menu for your knowledge

We offer two kinds of services. Bi-weekly Market Insight is a monthly subscription service and Customized Trading Strategy is per-request service

Bi-weekly Market Insight

Market insight will explain interesting Financial topics that help understand the current market condition in plain English. The insight is delivered bi-weekly via E-mail with link for blog or podcast.
Some examples of blogs / podcasts are listed below:

  • Federal Reserve Announcement vs. Market Movement
  • Market is going down, what is short squeeze?
  • Market friction and limit order execution
  • Tell me more about crypto currency?

You can also find sample posts here

The goal of Bi-weekly Market Insight is to help you better understand current market with some fundamental financial concepts. This does not directly help your investment, but the knowledge will help you gather holistic view on financial market.
Also, it is only $10.00 monthly subscription without any obligation. It is two $5.00 financial latte :coffee: in a month

Customized Trading Strategy

Customized Trading Strategy is provided to meet a certain client's needs. It is per-request type of analyses to construct / optimize trading strategy based on historical trends. As these are customized to client, we only provide brief descriptions of topics below:

  • Trading strategy based on sentiment of Elon Musk's Tweets about crypto currency
  • Pairwise trading strategy for index future and equity ETFs with minimum open position

As you can see, the trading strategy is very customized for their needs. Some clients wanted to use our strategy in day-trade, and others use it for a longer term investment. Based on client's needs, we provide different types of notification to facilitate the trading strategies.
Our simulation framework utilizes software from Interactive Brokers / Kraken to get accurate profit / loss and wide coverage of assets.

The fee starts from $100.00 for a basic strategy, but it will increase as trading strategy becomes complex. We usually provide the optimized trading strategy in 1 month after the first meeting.

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