Tom W.
Search what works in investing and you…
Search what works in investing and you will find a high proportion of successful strategies highly correlated to momentum. Portfolio Boss is built to enable you to find where momentum is working by creating strategies that rank stocks, funds, or even strategies, and choose the leaders to include in your current portfolio. What you choose to trade is up to you - be it simple risk-on/risk-off strategies to trade markets with less risk, or create sophisticated strategies with stocks, funds, inverse funds, or leveraged funds, to take advantage strategies used by many hedge funds - without unlimited risk associated with shorting stocks or funds. Market data is handled for you and it's updated daily while the market is closed. I've used other programs where much time is spent updating and correcting data and dealing with symbol additions and deletions. Portfolio Boss even includes delisted symbols so that backtests can be done with indexes that include the symbols and data as it they were in the past, and the data is based upon real returns as it includes the adjustments for distributions ignored by many platforms. Quite a system done for you so that you can test for yourself the performance you can expect from your strategies. I’ve followed Dan and Portfolio Boss since 2014 and over the years the program capabilities continue to expand and provide unique ways to use data some of which is not even available elsewhere for trading as it’s generally provided for statistical purposes. Seems that if a data type can be used to improve strategy performance, Dan will be the one to discover it using his program. Thanks Dan
Response from portfolioboss.comJul 19, 2024
Great to hear. Ranking and momentum is great. You should check out the new TAP data for trade signals. Even better. Thank you for being a loyal member all these years.



