3S Index - Review

The "Morzhanov Project" is engaged in the development of methods and tools for analyzing and investing in the Stock Market.

Our main goal is to make the investment portfolio of a private investor reliable and profitable.

Therefor, we have created а stock portfolio evaluation method called "3S-indexation", which allows, as to design or reconstruct an investment portfolio (stock/ETF set), so to evaluate the stock market as a whole. Its simple graphical display is

"Stock set Signature" Index (3S Index).

This index in its logic is fundamentally different from existing (used) market indices.

Its special feature is that the index is focused on the stock portfolio of a private investor. It takes into account the value and number of shares of each asset in the portfolio and is calculated in relative units.

The 3S Index is calculated in two variants that complement each other: 3S Index iS and 3S Index iM.

The method for calculating the 3S Index iS/iM is not currently published.

3S Index iS/iM for What

The main purpose of 3S Index iS/iM is to design or reconstruct your stock portfolio (stock/ETF set).

In essence, a private investor conducts analysis and indexation of a personal stock portfolio (stock/ETF set).

For this the Stock set Signature is created - External Trend and Internal Trends are determined. A private investor analyzes these results.

But the structure (composition) of most (may be all) stock market indexes is similar a stock set. Thus using the 3S Index iS/iM it is possible to index not only stock/ETF sets, but also different stock markets, for example, to index the US Stock Market.

The 3S Index iS/iM can show the position of the stock market or stock/ETF set. Based on the dynamics of the 3S Index iS/iM, one can assess whether the market “at the top” or “at the bottom”. This allows for insights into stock portfolio prospects and this has nothing to do with the concepts of “overbought”, “oversold” and "volatility" that you know.

Separately about volatility. The 3S Index iS/iM does not show market volatility directly. It is possible to evaluate volatility through ETF set 3S Index iS/iM (Volatility Hedged ETF).

The 3S Index iS/iM is а relative value and resembles an oscillator. This makes it easy to track and analyze it.

3S Index iS/iM for Whom

The 3S Index iS/iM was created by a private investor for private investors and is designed to maximize returns on stock/ETF investments in the Stock Market.

3S Index iS/iM for Use

First. You can use 3S Index iS/iM to index your stock portfolio (stock/ETF set) in order to:

design an stock portfolio (stock/ETF set) with an assessment of its prospects;
analyze of the current stock portfolio (stock/ETF set) with an assessment of its prospects;
modeling management/reconstruction (changes in composition/volume) of your current stock portfolio (stock/ETF set) with an assessment of the prospects for these changes.

Second. 3S Index iS/iM can be used to index the stock market as a whole, for example, the US Stock Market as noted above.

Third. 3S Index iS/iM is universal. It can be used to index different stock markets and be applied to different stock portfolios (stock set) in those markets.

NOTE : The 3S Index iS/iM cannot be applied to commodity, currency or cryptocurrency markets directly. But it is possible to evaluate these markets through ETF set, such as the Currency, Bond or Volatility

Important Points

First. In the beginning you need an idea and goal. An stock portfolio (stock/ETF set) can be compiled/reconstructed according to any your ideas and criteria. Then, 3S-indexation will show quality and help assess the prospects of your new or reconstructed portfolio.

Thus, 3S Index iS/iM is a method and tool for analyzing and managing your stock portfolio.

Second. When new stock market data is added to the 3S Index iS/iM calculation (data update) or the 3S Index iS/iM components are revised, or both, the 3S Index iS/iM dynamics is change. These changes from update to update (e.g. month to month) are the subject of analysis. This is an important feature of this index.

Third. 3S-indexing of the stock market and 3S-indexing of your stock portfolio (stock/ETF set) are carried out using the same method. Therefore, in order to obtain important information about the prospects of your stock portfolio, you must to compare the 3S Index iS/iM dynamics of your stock portfolio with the 3S Index iS/iM dynamics of the corresponding stock market.

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