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Buying Individual Stocks of a Portfolio
We are developing algorithms and strategies that allows an investor to buy individual stocks in an S&P 500, NASDAQ 100, or any other portfolio. They save money in mutual fund and Exchange-traded fund fees, as well as avoid the limitation of buying and selling of an average price of the stock portfolio. The key components of research are:
- What sequence of stocks to select for buying with limited monthly contributions?
- Which loss making stocks to sell for tax harvesting (i.e. lowering your income tax bill)?
Analytical Tools for Trading Mutliple Stocks of Single Company
We are developing analytical tools that can analyze multiple stocks of a single company for trading selective stocks for:
- Tax Harvesting
- Profit Maximization
- Quantifying Capitals or Income Tax
- Allocating Stocks for Margin Loan
Buying Low, Selling High
While there is no scientific way to time the market to buy stocks at their cheapest in a single attempt, it can be accomplished with multiple attempts. We are developing algorithms to minimize the attempts, as well as ensure any loss of selling the previous stock is recovered via tax harvesting. The insights can be used for:
- Mean Income Needed
- Monthly Contribution
- Stock-driven IRA and ROTH IRA
- Stock-driven 401(K)
Portfolio of High Dividend Stocks
We are developing a income portfolio with high dividend yield coupled with margin loans. Based on the principle of money spent is money lost, the strategy aims at borrowing money from high dividend stock portfolio that will pay for itself. The features will include:
- Monthly dividend great than the margin loan interest to reduce the debt over time
- Residual income where dividend amount after taxes and interest payment is reflected
- Ability to customize reduction and payment of debt
Investment Portfolio Simulator
We are develping a retail investment simulator software that allows an individual to develop and test personalized investment portfolio and compare with standard and other customized portfolios. The software will have several features including:
- Fixed Income and Investment
- Automated Recurring Investment
- Margin Loan
- Optimal Portfolio Design