Here’s Why I Built Exodus — Financial Strategies That Can Scale

When I was a wee lad, I used to attempt various methods of creating wealth, mostly esoteric blends of insanity commingled with high octane testosterone driven gambits. I mostly continue that tradition in my discretionary account today — and that’s what you see on the face of this site — the branding that I’ve created is one of a hideous monster.

However, in the real world, I am all about legacy, building things that can scale and last, and I’ve limited my exposure to investment ideas that cannot be repeated.

Some people find success in trading technicals, more power to them. The main test for me is whether or not my investment philosophy can be taught and learned in a single day, using machine learning and the algorithms in Exodus — and then my lessons extended and improved upon by future generations. By no means do I think I am a great investor. As a matter of fact, I am somewhat middling. But where I lack in fast swing trading, I make up for in other places — and no one has been able to build an advanced mean reversion/market intelligence platform, as well thought out as me, which could be used to create and test strategies — period, end of story.

My journey with the platform is really only beginning. This past year I have implemented brand new data feeds, super fast quotes, new metrics, and lots of other efficiencies have been added that most take for granted. Over the next 12 months, I intend tp upgrade the software to fully automate my quantitative processes and also permit users to do the same with their strategies.

As a former investment advisor for 18 years, I can say, emphatically, you don’t need an investment advisor to manage money for you. With the tools available to investors today on a retail level, there’s no reason why you can’t do this yourselves and forgo all of the extraneous expenses that are incumbent with hiring a series 65 jackass.

Here’s what I’m talking about, with regards to modeling. This is my quant model in Exodus — which is subject to alteration based upon prevailing winds of change that are inherent with chasing alpha. For the past 3 months, it has crushed the SPY by nearly 8%. This is the raw version of it. There are other steps that further break this down and it’s first filtered by market cap — but you get the point.

Why can’t you spend a week learning this and understanding how a portfolio should be structured and then building your own models that beat the SPY? Sure, the models might need to be changed over time — but that’s why you have software to do it for you. What would you rather do, spend 500 hours per month thumbing thru charts that “look good” or creating a repeatable process that can be produced in a few minutes and a click of a mouse?