Gen is our fundamental screener which updates on an intra-second basis and has been programmed to rank, score and assign a confidence level to every stock in the ASX.
Leo is our technical and momentum model which we have programmed to identify exact entry points for our opportunities.
Sensus is our sentiment and economic gauge which allows us to monitor sector strength, domestic and global market strength and track data points to predict possible inflexion points in market cycles.
Ven is our sell indicator which has been programmed to identify exact exit points for our opportunities.
When you come on board with existing portfolios, we conduct a complete analysis of your current stock positions. We will provide our recommendations on each company’s growth potential and identify the possible downside risks that they may face in the short, medium and long term.
We will provide our general advice on portfolio structures in regards to sector composition. We will recommend the sectors of the economy that we believe to have the best outlooks and provide investment opportunities accordingly. Our goal is to help you avoid sectors with high risk exposures.
M3 advisers will constantly monitor client portfolios and provide you with real time recommendations and updates.
Quarterly, half-yearly or annual reports can be distributed, which will allow you to track your portfolio performance regularly. We can also provide activity statements upon request.