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Blending Fundamental, Quantitative, & Technical Analyses using Minds, Machines, & Models.


Applying the Open Secrets to the Personal Finance Cycle.

Satellite Stage

Imagine your financial life as a satellite orbiting around the Earth. The altitude of the orbit is determined by the amount of money circulating in your life. The more money you have, the higher is the orbit you revolve in. …


The magenta line represents the returns of the Inch Strategy when run on the constituents of the CNX500 Index and the Black colored line represents the returns of the CNX500 Index. | The Inch Strategy is run on the constituents of the CNX500 and are back-tested since 2000. It assumes Out-Of-Market returns to be at 0% uniformly over the 20 year period and fair trading costs of brokerage and execution but do not include an advisory fee or any other costs which would lower the overall returns. However, there is no way of participating in the portfolio of aforesaid indices without incurring these costs.

The violet line represents the returns of the Digit Strategy when run on the constituents of the CNX500 Index and the Black colored line represents the returns of the CNX500 Index. | The Digit Strategy is run on the constituents of the CNX500 and are back-tested since 2000. It assumes Out-Of-Market returns to be at 0% uniformly over the 20 year period and fair trading costs of brokerage and execution but do not include an advisory fee or any other costs which would lower the overall returns. However, there is no way of participating in the portfolio of aforesaid indices without incurring these costs.

The blue line represents the combined returns of the Palm Value and Growth Strategy when run on the constituents of the CNX500 Index and the Black colored line represents the returns of the CNX500 Index. | The Palm Strategies are run on the constituents of the CNX500 and are back-tested since 2000. They assume Out-Of-Market returns to be at 0% uniformly over the 20 year period and fair trading costs of brokerage and execution but do not include an advisory fee or any other costs which would lower the overall returns. However, there is no way of participating in the portfolio of aforesaid indices without incurring these costs.


Cash-Flow is Essential.


Goals are Personal.

Wealth is Relative.


Investment Plans for Wealth, Goals, and Cash-Flow.

Investing with Purpose

Institutional investors and seasoned investors…


A Quantamental Road-Map of Capabilities and Analyses — Sketchnote.

Quantamental Investing®

Blending Fundamental, Quantitative, & Technical Analyses using Minds, Machines, & Models.

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