STYLE INVESTING CHARTS

Chapter Summary: Sample charts for each investment strategy used to analyse styles
Research Universe: Financial, Health, Gold, Growth, Real Estate, Resources, SmallCap, Technology, Value


How we can help you beat the markets

All charts use long-established national sector indexes or the set of regional and global P/T Global Style Indexes as the basis for analysis. Indexes are all shown on the basis of price only. See a sample chart for each investing strategy used in the Styles RouteMap, including the complete simulated record of signals, where appropriate. Check out long-term performance simulation for market timing strategies

Key Economic Variable

Key Influence:- For each investment style an appropriate economic time series has been chosen that best explains share price performance. A "Best Guess" as to the likely future direction is generated by our macro-economic models and attached to the time series so as to indicate the likely future outlook for each style. The most suitable time series will also vary depending on the investment perspective under analysis.

Coppock Curve + Moving Average

Momentum:- Based on the idea that the trend is your friend, this chart generates Buy & Sell signals using technical analysis. Thus signals depend only on price information available at the time. It relies on analysis of rates of change as well as moving averages. This chart is based on the observation that the psychological effect of a shock takes about a year to wear off, and is based on the Coppock Curve.

Seasonal Trading Pattern

Seasonal Trader:- This tool is designed to exploit short-term trading patterns, and is intended for traders, arbitrage plays over time and to assist long-term investors in fine-tuning entry and exit points. It uses end-month data to illustrate seasonal trading patterns. The chart shows the cumulative performance through the year, based on short, medium and long-term historical records.

Chronology of events for different investing styles

Chronology:- This high magnification chart is designed to study the significance of past events - economic, political, international or market-specific. As this chart is much larger than the screen, scroll bars enable the user to locate any point over the past quarter century to examine market action before and after the chosen event. To enhance magnification,  the financial history is divided into earlier and later periods.

Comparable charts are available for Stock Markets, Bonds and Foreign Currencies

Click for next lesson
Next Class

Style Charts are part of the free international investment seminar. Just follow the classroom signs alongside, either now or come back here later, when you have looked at whichever chart types in this section of the library interest you. At the end of each class, there is a sign to the beginning of the Next Class.

[ Site Map ] Home ] Up ] Key Factor ] Momentum ] Seasonal Trader ] Chronology ]
Asset Allocation Charts ] Bond Charts ] Forex Charts ] [ Style Charts ] Share Charts ]

 

Copyright © 1999 Professional Investment Tools Ltd., authorised by the Financial Services Authority. Independent Financial Adviser (UK) and member of Investorside Research Association (US). Please read Financial Health Warning and Licence Agreement. UK laws apply exclusively. Principal sources: Consensus Economics, Corel Corp., FIBV, Global Financial Data, PIT, national governments and stock exchanges. Information and opinions are based on sources believed to be reliable and accurate. However PIT does not guarantee this to be the case, and does not accept liability for any loss arising. This is for information only and does not constitute a solicitation to deal in any securities. Opinions are liable to change. Past performance is no guarantee of future success. Last modified: April 30, 2004.