The H-Factor System

As stocks continue to be priced largely based on information that is vague and ambiguous, investors need tools to better manage the impact of human behavior to identify which stocks are overpriced. Using the H-Factor System, we believe investors can better understand the risk they are taking and, ultimately, improve their portfolio’s performance by avoiding the losers.

The H-Factor System is a free app that enables any investor to apply our Human Factor® risk measure to over 6,000 stocks, ETFs, global indexes, and their own portfolio. Starting with a company’s stock price and all publicly available information from the financial statements, the Human Factor® aims to determine any companies’ probability of failing to deliver the growth implied by its stock price. And, through an intuitive design, users can seamlessly search and analyze securities to identify potential under- and overpricing caused by human behavior and build portfolios that help drive long-term outperformance.

Using the Human Factor, investors can understand and identify the losers within their portfolio. And, through use of the H-Factor System, users can remove the losers from existing global equity indexes such as the S&P 500® and S&P 600®. By taking what’s good and making it better, the H-Factor System can provide the actionable insights needed to enhance any known investment universe. 

The tool also provides further analysis and comparisons for a specific index sector- and industry-related constituents to help identify potential underpriced opportunities.

Key Features:
 
Selection: The global investment universe is accessible through the selection functionality that provides users with the ability to search for over 6000 global stocks, ETFs and indexes.

Visualize: Users can identify all relevant geographies, sectors, industries, and sub industry classifications and visualize what the potential returns would look like if the losers are removed.

Details: With complete performance and weighting analysis for over 6000 global stocks, ETFs and indexes, users can also discover New Age Alpha index comparisons, monitor their own investment allocations, and ultimately aim to build a portfolio that avoids the losers.

Tailored Analysis - The H-Factor System is designed for all investors, but it offers unique advantages to each depending on one’s perspective.

• Providing financial advisors with a high-touch, value-add sales experience to grow their business, the H-Factor System can help lower overall customer acquisition costs and provides the flexibility to scale the business.

• The H-Factor System provides the customization, transparency, and analysis needed to help drive actionable insights.

• The growing transition from mutual funds to ETFs, coupled with the rise of digital investment offerings, have changed the way investors understand and apply investment strategies. Through our free H-Factor System, individual investors can leverage a differentiated investment approach to easily customize and build better portfolios.

Investing involves risk, including risk of loss. Past performance is not indicative of future results.

This should not be construed as an offer to sell or buy any security. It is for general information purposes only. Any charts or tables used in the H-Factor System are for illustrative purposes only and should not be construed as investment advice. Investment advice is only offered through New Age Alpha Advisors, LLC a registered investment advisor subsidiary of New Age Alpha LLC.

The H-Factor System is free to download. The H-Factor System is subject to its own Disclosures, Terms of Service and Privacy Policy which should be read prior to use.

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