Arch Indices

Optimized Portfolios

[Arch Indices @ArchIndices]

We are a solutions/IP business: using quantitative methods to improve outcomes

Our core VOI methodology looks for the optimal path through a recursive process: a systematic way to build portfolios through risk-adjusted weightings

Data/Analytics converging: Applied Intelligence

[Arch Indices @ArchIndices]

Portfolio Analyzer Updates

We are experimenting with color changes (see below)

Adding a scalable graph function (in process)

Lots of improvements in queue

If you have any colors you like .. please share!

[Yang Tang @yangtang]

If you start earlier it could be 92 😂

In all seriousness this is a major issue .. and something we spend a lot of time on

We have a retirement contributor column on ETF Central and plenty of material on @ArchIndices website

https://t.co/Z8HOykNAlq

[Yang Tang @yangtang]

AI applications getting better every moment

We’ve been testing chatbots at @qstarlabs_ai as part of our social media persona build

We booted up Archie, a white tiger who works at @ArchIndices

He’s pretty knowledgeable about retirement planning even though tigers don’t retire

[Yang Tang @yangtang]

@ArchIndices VOIVWI Income Index rebalanced yesterday

Index dynamically rebalances quarterly with changing market conditions .. goal is maximize current income while minimizing volatility

Index portfolio yield is now 6.6%

This week has been a great reminder about volatility

[Yang Tang @yangtang]

This is not true .. like most sites, you see price return

I ran $INTC on @ArchIndices Portfolio Analyzer with dividends re-invested

Of course it's not great but you still would've earned a return

https://t.co/Vmnioin2w0

[Yang Tang @yangtang]

You can use @ArchIndices Portfolio Analyzer at https://t.co/Vmnioin2w0 and see if the flavor of the month outperformed T-bills

[Arch Indices @ArchIndices]

Portfolio Analyzer Update:

We are working on:
- Improving the graph features: color/size/scale/legend
- Personalized login to save portfolios and auto-run
- Use saved portfolios as benchmarks

If there is a specific color scheme you would like, please let us know below

[Yang Tang @yangtang]

One great feature of @ArchIndices Portfolio Analyzer is looking at income products on total return

$QQQ vs $QYLD vs $DVY

Covered calls aren't all they're hyped up to be .. especially for those with retirement portfolios

[Yang Tang @yangtang]

Really excited to see some of the use cases that come out of our @ArchIndices PA in the classroom!

I spent a lot of time in high school looking at stocks so this is very near and dear to my heart

[Yang Tang @yangtang]

Trivia came up while working on the peak/trough function last night for @ArchIndices Portfolio Analyzer:

When did travel stocks bottom during COVID? (I guessed 3/18 because @BillAckman was on @CNBC discussing $HLT)

3 Portfolios:
1) Cap lite hotel/platform
2) Cruises
3) Airlines

[Yang Tang @yangtang]

Happy Friday! @ArchIndices Portfolio Analyzer Updates

1) Added security names to portfolios when you run
2) Added peak/trough dates for portfolios
3) Graphs rescale now

I ran LQD vs VGLT vs MBB (IG Credit/Duration/Mortgages) during the 2016 election cycle

[Arch Indices @ArchIndices]

We are really excited about what’s coming in the APA pipeline!

[Drew Feldman, APMA® @TheDrewFeldman]

This is why the work @yangtang is doing is so important.

Some really cool things in the Arch Portfolio Analayzer (APA) pipeline!

[Arch Indices @ArchIndices]

Lots of exciting things happening with our Portfolio Analyzer!

[Yang Tang @yangtang]

@ArchIndices Portfolio Analyzer Update

We’ve been doing a lot of infra work in the background and improving the experience .. the daily data update should run much smoother

We added a best/worst month in addition to year and monthly compounded returns

[Yang Tang @yangtang]

Happy 4th of July 🇺🇸

Couple of improvements rolled out today for @archindices Portfolio Analyzer:

1) Listing best and worst year in back-test of returns

2) Contact Us link if you want to leave feedback or point out an error (many thanks in advance)

[Yang Tang @yangtang]

@ArchIndices PA Update .. thank you for the feedback

We fixed a small error w/ CAGR (had a default date pull before we went live that we didn't change logic on)

In queue: user interface change for dark mode and mobile as well

Default rebalance to annual

1/

[Arch Indices @ArchIndices]

Exciting news! Introducing our Portfolio Analyzer tools for investors to build, analyze, and optimize their portfolios

https://t.co/4JfMQtO2nh

[Yang Tang @yangtang]

Introducing @ArchIndices Portfolio Analyzer

These are portfolio tools for investors to build, analyze, and optimize their portfolios to meet their goals

https://t.co/yA6oIXVgLl

[Yang Tang @yangtang]

Join me on @SchwabNetwork next Monday 7/1 at 315p to discuss income and market volatility

There’s some exciting @ArchIndices news coming up as well

[Yang Tang @yangtang]

Had a blast discussing @ArchIndices with @BRoth_Thor

Minimal Volatility is a well studied and the most under appreciated factor

Getting to the “optimal” portfolio is challenging: MPT has a lot of expectations

Our weighting methodology solves for much of those limitations

[Yang Tang @yangtang]

We were in Tokyo last week and Seoul this week

Main @ArchIndices weekly will summarize the main topic discussed: AI capital investment cycle and implications

Couple other observations:
1) MoF seems to want further deprecation of $JPY
2) Korea has overtaken Japan in GDP/capita