Portfolio Advisor
return to main menu

What does Portfolio Forecast do?
The ValuEngine Portfolio Forecast will help you maximize returns in your portfolio by showing you the best allocation of capital across the stocks in your list. Many people can pick good stocks but then they ignore the all important matter of how much of a given amount of capital to invest in each one. For example, if you have five stocks in your portfolio and invest 20% of your capital in each one, you'll get one result in a given period of time. If, however, you vary your allocation of capital to, say, 40% in one stock, 20% each in two others, 15% in another, and 5% in the last stock, your result will be very different. You tell Portfolio Forecast what you want to achieve in terms of future returns, and Portfolio Forecast will then allocate your capital across your portfolio to give you the best chance of success.
<Top>

Do I have to use ValuEngine.com strategies to use the PortfolioForecast?
No. The Portfolio Forecast will allocate capital across whatever list of stocks you may choose for your portfolio and work to maximize your returns with acceptable risk. In PortfolioForecast, you may choose the strategy that best suits your tolerance for risk, i.e. "aggressive", "moderate" or "conservative". Portfolio Forecast will then suggest portfolios of stocks that suit the investment style you chose. Or, you may select stocks you like and make up your own list. No matter which method you choose, Portfolio Forecast will evaluate each stock in your list in terms of your objective and then tell you how many shares of each stock to buy to maximize your chances of reaching your goal while maintaining risk at an acceptable level.
<Top>

Does Portfolio Forecast rely on the Stock Valuation Model?
No. The VE Stock Valuation Model determines current value and current under or overvaluation. The Portfolio Forecast uses its own mathematical and econometric models to allocate capital and intelligently forecast probable risk/return scenarios within your chosen timeframe.
<Top>

Is Portfolio Forecast only useful to value investors?
No. No matter what your stock picking style or ultimate investment goal may be, you'll be able to use Portfolio Forecast to your advantage.
<Top>

What is the process by which Portfolio Forecast reaches its conclusions?
Just as a chess-playing computer will consider several thousand moves before selecting the best one, Portfolio Forecast will run thousands of possible outcomes given the data available for the stocks in your list, and then run tens of thousands of possible capital allocations to select the scenario that best matches your investment objective.
<Top>

Can ValuEngine's Portfolio Forecast help to maximize my potential gains and minimize my potential loss?
Yes. If you are an aggressive investor, you can ask Portfolio Forecast to maximize your chance of gain, by selecting "Aggressive" in the investment objective box. This choice will lead to a portfolio that has a maximum potential for gain, but is likely to be highly volatile and risky. Conversely, if you are risk-averse, you should select "Conservative" in the investment objective box. This choice will lead to a portfolio that minimizes your potential for loss. When you select the "Moderate" investment objective, Portfolio Forecast will suggest a portfolio that seeks to maximize your potential gain and minimize your loss potential.
<Top>
Contact ValuEngine: (800) 381-5576, support@valuengine.com
Data is provided for informational purposes only.
Quotes, analyst research, earnings information, and financial data provided by Zacks.
Copyright 1998-2017 ValuEngine Inc. All Rights Reserved.