HOW WE CONSTRUCT AND OPTIMIZE OUR EQUITY PORTFOLIOS

Atlas Capital Advisors constructs equity portfolios by collecting a vast amount of publicly available market data that is analyzed and optimized using our proprietary, multi-factor, quantitative model. Our model scores geographic regions, countries and sectors based on 4 factors: value, momentum, reversal and size. We look at all markets where investments are feasible and offer sufficient liquidity. Data is analyzed, and portfolios rebalanced, on a quarterly basis. The following two graphics show recent metrics for global regions and countries.

GLOBAL STOCK MARKET/COMMODITY VALUATION MAP

The following world map displays current valuation measures in different regions. You can zoom into regions by using the buttons above the map, and change the valuation measures for the selected region by using the buttons below the map. Which future performances may investors expect? CAPE-based long-term performance forecast are presented here.

REGION BAR CHART GRAPHIC

US SECTOR VALUATION

Data can be further analyzed using three vectors – X, Y, and Z (intensity) axes. The dropdown tabs can be toggled to determine data set combinations for particular sectors.

BUBBLE CHARTS

Select a filter in the first dropdown. Then choose what metrics you want for the X-Axis, Y-Axis and Bubble Size.