Bovametrics

Equilla is a "Smart" algorithm. Equilla accumulates assets using a concept called Performance Harvesting.

She adds shares to a portfolio without the need for additional investment

11/01/2021

Investors are driven by two primal instincts, fear and greed. Greed can be defined by the acronym FOMO (Fear Of Missing Out). Greed can be represented by FORO (Fear Of Running Out). Both of these concerns result in financial insecurity which creates unhappy clients for the RIA. With Equilla, even in the grip of the most devastating sell off an investor can be sure Equilla is aggressively adding shares to his portfolio. Equilla assists at both ends of a client’s discomfort continuum.

http://www.bovametrics.com

10/18/2021

The Rate of Growth Coefficient is a multi-variant descriptive statistic that measures the direction and speed of asset accumulation. This chart shows the growth of shares for the “MLVIXmom” portfolio. More shares = more value.

http://www.bovametrics.com

10/11/2021

Equilla’s value proposition is very simple. The more shares you own the more value you have. Equilla adds shares to your portfolio and in the process your portfolio gains value. Its simple math.

http://www.bovametrics.com

10/02/2021

Equilla believes it is always better to hold more shares than fewer shares regardless of share price. Equilla accumulates assets by buying and selling shares within a "Trade Group" (usually 5 assets). On its face this seems like an exercise in futility, since you are buying and selling the same 5 assets. However, because of the way the trading algorithm is designed Equilla is a "Net Asset Buyer". 82% of all Equilla trades are "Net Share Additions", so over time she buys more shares than she sells.

http://www.bovametrics.com

09/05/2021

Investors are driven by two primal instincts, fear and greed. Greed can be defined by the acronym FOMO (Fear Of Missing Out). Greed can be represented by FORO (Fear Of Running Out). By adding shares to the investor’s portfolio Equilla addresses both of these concerns. More shares means more wealth. Equilla adds about 200 bps on an annual basis. More wealth means a reduced inclination of FORO. Even in the grip of the most devastating sell off an investor can be sure Equilla is aggressively adding shares to his portfolio.

http://www.bovametrics.com

08/29/2021

Both Equilla's mandate "Asset Accumulation" and the concept of being a "Net Asset Buyer" are somewhat nebulous or vague until the results can be seen. People hear the statement yet the true value proposition remains opaque. The concept of getting essentially "FREE" shares added to your portfolio is foreign to most money managers and investors. But here's the bottom line...
EQUILLA ADDS SHARES TO YOUR PORTFOLIO AT ZERO COST TO THE INVESTOR
Growing the shares in the clients account adds real value and is a service differentiator for the RIA.

http://www.bovametrics.com

08/23/2021

These seven portfolios are called the “Pilot Portfolios”. They are professionally designed portfolios by 3 mutual fund portfolio managers, 3 registered investment advisory firms, and 1 family office. Equilla has managed these portfolios since 2018 and over that period has out performed the “Buy & Hold” portfolio peer by over 200 bps per year.

http://www.bovametrics.com

08/08/2021

The “Performance Delta” is the difference in value between a pure “Buy & Hold” portfolio (no new assets added and no assets removed) and that identical portfolio managed using the Equilla algorithm. Because Equilla adds shares to the portfolios she manages, she will, over time, hold more shares than her “Buy & Hold” peer. Holding more shares means that she will outperform here peer portfolios no matter what the share price does. More shares = more value, simple.

http://www.bovametrics.com

08/01/2021

Growth rates are used to express the periodic change in a variable as a percentage. Growth rates were first used by biologists studying population sizes, but have since been brought into use studying economic activity, corporate management, or investment returns.
Growth rates are computed by computing the difference between the ending and starting values for the period being analyzed and dividing that by the starting value.

http://www.bovametrics.com

07/04/2021

Nathaniel Mayer Rothschild was the eldest son of Austrian Baron Lionel de Rothschild (1808–1879) and Baroness Charlotte von Rothschild (née von Rothschild). Rothschild worked as a partner in the London branch of the family bank, N M Rothschild & Sons, and became head of the bank after his father's death in 1879. During his tenure, he also maintained its pre-eminent position in private venture finance and in issuing loans to the governments of the US, Russia and Austria. Following the Rothschilds' funding of the Suez Canal, a close relationship was maintained with Benjamin Disraeli and affairs in Egypt

http://www.bovametrics.com

,

06/26/2021

Investors are driven by two opposing emotions, Fear and Greed. Greed manifests in strong upward markets and is often called “Fear of missing out” (FOMO). At the other end of the emotional scale is “Fear of running out” (FORO). FORO exhibits in sharp market drops. Warren Buffett says FORO is not easily dismissed. When markets drop, Wealth Managers get phone calls. Equilla helps manage both FOMO by continually adding to your asset positions and FORO by aggressively buying any dip. There has NEVER been a time when “buying the dip” was not a prudent thing to do
http://www.bovametrics.com
,

Address

Charlotte, NC
28202

Website

http://www.bovametrics.com/

Alerts

Be the first to know and let us send you an email when Bovametrics posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Want your business to be the top-listed Finance Company in Charlotte?