Methods of Analysis and Investment Strategies

Methods of Analysis

DNA Financial methods of analysis include Cyclical analysis, Fundamental analysis, Modern portfolio theory and Quantitative analysis.

Cyclical analysis involves the analysis of business cycles to find favorable conditions for buying and/or selling a security.

Fundamental analysis involves the analysis of financial statements, the general financial health of companies, and/or the analysis of management or competitive advantages.

Modern portfolio theory is a theory of investment that attempts to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of expected return, each by carefully choosing the proportions of various asset.

Quantitative analysis deals with measurable factors as distinguished from qualitative considerations such as the character of management or the state of employee morale, such as the value of assets, the cost of capital, historical projections of sales, and so on.

Investment Strategies

DNA Financial uses long term trading, short sales and options trading (including covered options, uncovered options, or spreading strategies). 

DNA Financial may recommend unusually risky investments to clients. For example: Investments in early-stage start-ups 

Investing in securities involves a risk of loss that you, as a client, should be prepared to bear.

Get in Touch

Let's Connect

Our team is here to help. Simply fill out the form below and one of our advisors will be in touch with you shortly to discuss your needs.