Taktisk aktieallokering

Taktisk aktieallokering

Kunskapsbas

Kunskapsbas

Vad är taktisk aktieallokering

Vad är taktisk aktieallokering

På rätt plats vid rätt tidpunkt

En av de viktigaste delarna i en investeringsstrategi är att köpa rätt aktie till rätt pris. Med hjälp av taktiskt aktieallokering får du stöd att tajma din investering utifrån sentiment, trend och momentum. För att åstadkomma detta tar vi hjälp av beteendevetenskap samt teknisk analys där vi på ett kvantitativt sätt bedömer sannolikheten för framtida avkastning samt förhållandet mellan risk / avkastning.

Strategisk och taktisk allokering

I alla genomarbetade investeringsstrategier finns det interna placeringsregler som anger i vilka tillgångsslag, marknader och branscher medlen får placeras – den strategiska allokeringen. I det fall regelverket ger rätt att utifrån angivna ramar styra fördelningen kallas det taktisk allokering.

Den taktiska allokeringen syftar till att maximera avkastningen genom rätt positionering som i ett kort- till medellångt perspektiv (normalt 1-12 månader) förväntas generera bäst avkastning. Att aktier i ett långsiktigt perspektiv genererat bättre avkastning än räntebärande papper är känt för de flesta. Dock kan aktiemarknaden, enskilda branscher samt enskilda aktier under vissa perioder vara övervärderade med påföljd att kurserna faller kraftigt. Under dessa perioder är det naturligtvis alla investerares målsättning att i mesta möjliga mån undvika en exponering samt ytterligare investeringar mot dessa och i stället finna investeringstillfällen i aktier som uppvisar rätt förutsättningar för framtida tillväxt och en bra balans mellan risk / avkastning.

Våra affärsförslag

Våra affärsförslag

Vilka Aktier / Stockcess Trading är en sammanställning av analyser och rekommendationer till dig som kund hos Stockcess AB och skall ses som allmän information.

De rekommendationer som lämnas i denna publikation är baserade helt och hållet på Teknisk Analys.

Vi tror oss ha använt tillförlitliga metoder och bearbetningsrutiner vid utarbetandet av analyser, som redovisas i publikationen.

Teknisk Analys baseras generellt på kursrörelser och tar inte hänsyn till övrig fakta i underliggande tillgång eller omvärld. Vidare kan åsikter och rekommendationer i Vilka Aktier / Stockcess Trading skilja sig från andra rekommendationer publicerade av Stockcess AB.

Vi kan inte garantera analysernas riktighet eller fullständighet och kan inte ansvara för eventuella felaktigheter eller brister i grundmaterialet eller bearbetningen därav.

Som kund uppmanas du även att basera eventuella (investerings-)beslut även på annat underlag.

Varken Stockcess AB eller dess anställda eller andra medarbetare skall kunna göras ansvariga för förlust eller skada, direkt eller indirekt, på grund av eventuella fel eller brister som redovisas i Vilka Aktier / Stockcess Trading.

Investeringsrekommendationerna i Vilka / Aktier Stockcess Trading är inte baserade på läsarens individuella omständigheter och är alltså inte finansiell rådgivning. Se friskrivning för kompletterande information.

Ska vi sätta igång?

Skapa ett konto idag, och låt oss hjälpa dig investera som ett proffs!

Studier och litteratur

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