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Patterns & Prospects is designed to help you with investment research on portfolios, market indicators, funds, etc.

All the data points are updated monthly.

With more than 100 market-related indices and over 20 specific reports – the key analytical tools – you can investigate and summarize important relationships among your holdings, benchmarks, and market regimes, both historically and prospectively.

In the next tab you can download a summary pdf file with six pages of statistics about recent market patterns and the prospects.

There is also a NEW tab — PicturePerfect — with topical charts related to investing.

If you’d like to customize the time horizons or perform more detailed analytics, there is also a downloadable program available.

Starting Screen

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Some Examples

Summary Trailing Horizons for the Selected Series

Summary Trailing Horizons for the Selected Series

Quick Dashboard Snapshots of Performance Over the Last Three Years

Quick Dashboard Snapshots of Performance Over the Last Three Years

Detailed Statistical Analyses

Detailed Statistical Analyses

Consistency of Relative Performance

Consistency of Relative Performance

Performance Month-by-Month and for  Various Horizons

Performance Month-by-Month and for  Various Horizons

Performance Patterns & Prospects During Difference Market Regimes

Performance Patterns & Prospects During Difference Market Regimes

Prospects Based on Key Market Indicators

Prospects Based on Key Market Indicators