Successful investors have a disciplined, repeatable process that doesn’t depend on accurately predicting the future or outsmarting other investors.
Asset Camp provides you with a decision framework and a curated set of portfolio tools to be a successful investor.
Asset Camp’s investing process and educational resources guide you through the steps to analyze financial markets and make informed decisions so you can grow your wealth.
Here are the four steps that comprise Asset Camp’s investment process:
1. What Happened?
A prerequisite for making informed decisions about the future is knowing what happened in the past and why.
Asset Camp provides tools to rank and compare the short and long-term performance of 46 stock indexes and determine what factors drove long-term performance.
2. Where Are We Now?
The factors that drove past performance influence current market conditions and the prevailing narrative. What does the consensus of investors think? Are they overly optimistic or too fearful? What areas of the stock market are most attractive? Where are the risks?
Asset Camp provides summary tables and charts to analyze and rank 46 stock indexes across 21 key metrics. These metrics help you know which stock indexes are expensive or cheap. Which regions and styles are expected to grow earnings the fastest? Which stock indexes are experiencing a positive uptrend, and which are set for a reversal?
Asset Camp’s charts and tables cover over 99% of the investable common stock market.
3. Where Are We Heading?
Once we know where markets stand now, we can set reasonable expectations for the future.
Asset Camp provides an expected return tool to model and rank 10-year expected returns for 46 stock indexes using a variety of inputs. By adjusting underlying assumptions, Asset Camp users can understand the range of potential portfolio outcomes.
4. Take Action
Successful investors make informed decisions about when and how to rebalance their portfolios, opportunistic areas to invest in, and where to reduce risk.
Asset Camp not only has the tools to truly understand common stocks, but we also provide ETF and fund examples so you can implement your conclusions.
Finally, we provide ongoing educational resources to help you confidently use and make better investment choices with this powerful suite of portfolio management tools.