The Impact of Global Liquidity Flows to Your Portfoio

Everyone's a Genius Until a Market Crash

While there are many honest, hardworking professionals who provide outstanding service to retail and small business customers, not all advisors are equal.  In fact, terms like "financial advisor" and "wealth manager" are truly just marketing labels.  

There are no academic or apprenticeship requirements to attain the moniker "investment advisor" or "wealth manager".  If you are an accredited investor with assets of $1M or more or with an income in excess of $250,000/yr., you should not be subject to paying ongoing fees for pre-packaged strategies and advice.  If your current advisor cannot easily explain the Global Eurodollar Market and its effect on the US Stock Market liquidity flows, or the benefit of risk-adjusted portfolio allocation, it's time for a more qualified discussion. 

• Global Eurodollar Market is the international system of liquidity for trade, investment and banking.  Eurodollar's are the collateral equivalent for US Dollar Deposits that provide the liquidity guarantees to transact global trade and investment.  Global Central Banks in Japan, China, Europe, the Middle East, et'al, pledge their USD deposit equivalents/Eurodollars to gain access to capital.  

• Risk Adjusted Portfolio Allocation provides a totally unbiased allocation of cash, short-term US Treasuries, growth & dividend producing value stocks, monthly, delta neutral Option strategies, commodities, Volatility Index strategies, hard assets and industry specific Limited Partnerships.   If you are an Accredited Investor holding more than 40% in Electronically Traded Funds (ETFs) or see low-to-no active, monthly, management of portfolio assets, you carry tremendous market index performance risk.   

Why Oasis/A.I. Portfolio Analysis & Design?

We know that Fundamental Analysis projects what should happen, and that Technical Analysis illustrates what did happen, and that Program Trading/A.I. provides a mathematical edge, but a well-constructed portfolio must contain an understanding of how to combine bullish, bearish, Cash as well as Delta Neutral positions.  Most portfolios we review primarily hold bullish positions, with little cash.  These portfolios are unable to take advantage of changing position cycles.  

Oasis/A.I. combines our 25+ years of active trade management experience with Artificial Intelligence Analytics.   Our primary objective is to design a portfolio that allows you to properly steer your assets to meet liquidity objectives, growth & income goals, diversity in asset classes, and hedges to maintain a market neutral position.  

OCM's initial portfolio analysis provides an in-depth diagnostic review of your holdings, one-by-one, highlighting those areas which pose the greater risk of loss as well as appreciation. 

To glean a better understanding of how Oasis/A.I. Portfolio Analysis & Design can fortify your portfolio against unnecessary risk, contact Tom Robertson to arrange a brief, no cost, 30-minute consultation.  Even the most astute clients are unaware of the faults in their managed portfolios.   

You can reach us Toll Free: 1-888-231-0775