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I will create a bridgewater inspired risk analysis framework
Capital Research
I provide data-driven valuation memos and stock screening inspired by the frameworks of Morgan Stanley, Goldman Sachs, and Bridgewater Associates. 💎
Services:
📈 Valuation: Precise DCF & sensitivit...
About this Gig
Is your portfolio built for the next decade, or just the last one?
The "60/40" portfolio is broken. In an era of sticky inflation and geopolitical shocks, standard diversification fails. You need institutional-grade risk management.
Welcome to Ulysses Research. I apply an engineering approach to markets, inspired by the Bridgewater "All-Weather" Risk Parity framework. I map your assets against the forces of growth and inflation to build true resilience.
WHAT I DELIVER: Based on your tier, your risk memo includes:
- Correlation Matrix: A heat map exposing hidden overlaps.
- Concentration Risk: Sector and geographic exposure limits.
- Stress Testing: Simulations estimating your maximum drawdown during historical crashes (2008, 2020, 2022).
- Sensitivity Analysis: Impact of interest rate hikes.
- The Hedge: Actionable rebalancing strategies to neutralize your top risks.
HOW IT WORKS: No account logins required. Just send your tickers and their % weight.
Stop managing for returns. Start managing your risk for Capital Preservation.
Disclaimer: Informational risk analysis only; not financial advice.
FAQ
How is this different from the free portfolio analysis on my brokerage app?
Standard broker apps only show you past performance and basic sector breakdowns. My portfolio analysis looks at the invisible correlations between your assets and tests how they will react to specific economic seasons, like sticky inflation or a sudden growth shock.
Do I need to give you my brokerage login or account numbers?
Absolutely not. For full risk management and privacy, all I need is a simple list of your stock/ETF tickers and the percentage (or dollar amount) they represent in your portfolio. You keep complete control of your data and your money.
What exactly is a "Recession Stress Test"?
A stress test is an institutional modeling tool. I take your current portfolio and simulate how it would have performed during historical "Black Swan" events. This reveals your "Maximum Estimated Drawdown," so you know exactly how much capital is at risk before a crash happens.
Will you tell me which specific stocks to buy?
I do not provide standard "stock picking" or financial advice. My investment strategy focuses on capital preservation and risk parity. However, in the Standard and Premium tiers, I do provide specific hedging suggestions (like adding a certain percentage of Gold, TIPS, or defensive sectors).
