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Timely, targeted information, factored without emotion, is the currency of alpha in equity portfolios.

Our intensive, insightful Sector Heat Map research and equity Power Index analytics, along with thought leadership in our IQ Journal, puts cool-headed facts in the hands of well-informed investors.

Put it to work now.

Power Index

Since 1984, the Cookson-Peirce Power Index has accurately alerted investors to unique shifts in momentum. Our proprietary daily calculations are followed by astute investors for signs of key inflection points and timely market opportunity.

Put critical inflection point notice on your daily alert.

February 16, 2020

Power Index

128

Below 80 – Market is oversold
80 to 160 –  Market is nominal
Above 160 –  Market is overbought

Heat Map

Our Sector Heat Map takes the temperature of all eleven market sectors and provides valuable insight for smart sector targeting and rotation.

Every week, we evaluate relative sector strength and momentum through proprietary algorithms to create an advisor tool to identify opportunity in the market.

Put sector sensing to work for you.

Please Note: The above is only a visual representation of the CooksonPeirce Heat Map and how it captures data. It does not reflect the market’s actual sector strength and momentum at this time. To get access to real-time data in the Heat Map, sign up/login to Market Intelligence.

Red – High weakness in the sector (sell)
Yellow – Nominal (hold)
Green – High strength in the sector (buy)

IQ Journal

February Webinar – All Cap Equity Portfolio

In this February 6, 2020 webinar, the Cookson Peirce Portfolio Management team conducted a timely update of our flagship All Cap Equity portfolio. Topics included insight into current portfolio positioning, a review of influences on the equities markets and All Cap portfolio in late 2019 and early 2020, as well as look forward to expectations

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Active Share: A Deconstruction

It’s an inescapable fact: The more similar the composition of investment portfolios, the more alike their performance results.  In some portfolios (index funds), replication of benchmark results is the intended outcome.  In others (active portfolios), duplication of an index is not the desired result.

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