Category: Launch

Back-test by decile

Backtest by decile

We've ranked the ASX by company size and yearly price momentum. Is it better to invest in large companies with strong price momentum versus small companies with poor momentum? As you'd expect, it is, however, a few unexpected and important insights occured. Firstly, the very largest companies with the strongest price momentum did not perform particularly well...

Welcome to Forwardcaster

We have recently upgraded to Captial-IQ's global point-in-time fundamentals database. This means that you can build and test your investment strategies using the highest quality fundamentals database available.

Solution

We offer investors the ability to test before they invest. This gives them a rational basis for improved investing performance. Having the evidence on hand, and knowing what to expect, allows an investor to stick with their strategy during the tough times. In short, a back-testing engine allows for clear, structured decision-making and it empowers an investor to invest with discipline.

What do we do?

We offer investors the ability to build and test long-term equity investment strategies. Strategies are based on factors which tend to result in superior returns. Such as value, size, quality, momentum, efficiency etc. Automatic updates allow our users to run ‘live’ strategies

Pain points

Emotions cloud judgement, especially in times of stress. Psychological biases get in the way. The financial markets are noisy.

Lay of the land

High quality low cost B2C companies are growing fast and moving into the B2B markets, this may force the larger B2B companies to acquire the strong performers.