In this episode of Strategic Investor Radio, host Charley Wright interviews Dr. Omar Shah of Boston Infomatix. Dr. Shah’s premier product is a trading platform and portfolio management system that combines data analysis, an algorithmic trading system, trade execution, and money management all in one.
Dr. Shah’s system looks at seven different signals that, when aggregated, determine a suggested allocation percentage. For example, if the model’s output was “20,” this would mean investors should invest a 20% share of the capital they have allocated to the system in the broad U.S. stock market (i.e., the “SPY” ETF), and keep the remainder in cash. The system yields a new output every trading day, taking things like interest rates, market breadth, volatility, and volume into account.