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January returns
January Returns and Asset Performance
February 2, 2022
Saffron Capital Ukraine
February Returns and Asset Performance
March 2, 2022
Published by Brad Horn on February 27, 2022
Categories
  • Market Analysis
Tags
  • equities
  • investment planning
  • wealth management
Research Report

Sample Research Report

Saffron Capital Research

Purpose

The S&P 500 Market Insight Report presents high-quality data and research analysis on the S&P 500 Index in an easy-to-read format.

The purpose of the data effort to inform our model portfolios and tactical asset allocations.  Research data is packaged with easy to understand content to help our clients to pursue a better investment experience by being better informed.  See the signals and click the image at left.

Scope

The scope of the report includes:

  • Earnings Projections: The report’s core content is net income or earnings projections by company. The projections
    are for 1 to 12 months forward. The forecasts and their revisions over time detail short-term business trends. The forecasts also the growth rates for 505 companies, 63 industries, 11 market sectors, and the S&P 500 index.
  • Value Metrics: Earnings estimates are extended to construct key value metrics by company. Consolidated value
    metrics also compare the relative value of industry or sector level portfolios.
  • Return Momentum: Return momentum is the relative strength of returns for a company or portfolio versus the
    returns for the S&P 500 Index. Return momentum is also known as benchmark relative strength (BRS).

Methodology

Saffron Capital aggregates and curates a large amount of corporate earnings (or net income) data. By aggregating the
company data, we provide practical insights into the relative value of different companies and portfolios. We also use
earnings, value and return momentum to signal which companies and sectors to overweight or underweight.

The earnings projections we present are generated using 3 methods:

  • Corporate guidance and planning projections, which are made available to the public in the corporate filings and
    announcements of all companies in the index.
  • Analyst surveys include the earnings projections of multiple analysts per company. The survey data we use is
    compiled by FactSet Research Systems.
  • Internal projections use historical financial statement data by company plus internally developed forecast and
    learning models.

We hope you enjoy this report.

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Brad Horn
Brad Horn

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  • December 2022 Asset Returns | Saffron Capital
    December 2022 Returns and Asset Performance
    January 1, 2023
  • November 2022 Returns and asset Performance
    November 2022 Returns and Asset Performance
    December 2, 2022
  • Saffron Capital
    October Returns and Asset Performance
    November 2, 2022
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