The Daily Model Impression Stocks are selected each trading day (post market close) undergoing a rigorous & thorough performance analysis utilizing our proprietary, time-tested modeling methodologies including performance over time under various S&P 500 market conditions (somewhat like stress testing each stock).
What we found is a great deal of probability could be extrapolated from the Model's design based on a proprietary strategy we innovated called numeric sequencing (patterning). Each stock is assigned a ranking based on several performance attributes, then the stocks are tracked by their unique rank order over time (several years) resulting in a highly probable & predictable movement from the prior day to the next.
We have concluded the results are very reliable, consistent & conclusive, outperforming the S&P 500 76% of the time (win rate), and providing an average daily return of 0.56% (56 Basis Points) vs the S&P 500 Index +0.06%. We measure the Model's effectiveness using several different metrics but most importantly, 4 Primary Key Performance Indicators: 1) Cumulative Win Rate (which is the rate at which the Model outperforms/outgains the S&P 500 Index on a cumulative basis for the ascribed period), 2) Basis Points Outperformance (vs S&P 500), 3) Total Return (%) (vs S&P 500) and 4) Avg. Daily Return (%).
Kelly Horak has more than two decades of experience in various finance roles and industries, from mortgage banking and portfolio analytics, to business consulting and financial publishing. As the founder of Dovewood Capital LLC, he combines his passion and creativity for problem-solving, communicating, and leading with his expertise and skills in financial markets, operations, and data analysis.
The relentless and rigorous Model data collection techniques, observations and strategies have evolved to a point of great reliability and conclusiveness, and therefore he created a wholly owned subsidiary of Dovewood Capital, LLC, to apply all of his learnings to a business-oriented financial website (www.stockimpression.com) that focuses on providing the Model’s S&P 500 daily stock impressions (rankings).
The results have been consistent, reliable, and conclusive enough to the point where Kelly is comfortable sharing this data with others and he is very confident he will be successful given the proven results thus far.
His goal is to succeed every day, and to outperform the S&P 500 Index consistently (85% of the time) by a large margin. He is currently beating the Index 76% of the time by an average margin of +50 BPS, but he fully believes he can consistently achieve +75 BPS margin.
This is a great challenge he realizes, however it’s one that he is very passionate about, and what drives his entrepreneurial spirit each day, and will not stop until he achieves his stated goals & objectives.
