About the TPDEARR
The Trans-Pacific Dynamic Equity Allocation Research Report (TPDEARR) is a privately generated free market research report designed to improve analysis and decision-making for investing strategies that exercise a regular (in this case, quarterly) reallocation of assets. The TPDEARR focuses on the market dynamics, key players and key components that comprise the diverse tapestry of sprawling interconnected economies around the Pacific Ocean. The trans-Pacific network of trade and equity markets makes up a substantially outsized portion of the global economy, and it hosts a continuously evolving environment of growth and emergent innovation.
In the TPDEARR, readers gain access to the fundamental capital flow rationale spanning a range of regions, localities, companies and components around East Asia, Southeast Asia, Australasia, North America and all along the length of the Pacific coast of Latin America.
Readers are encouraged to further explore the supplemental sources and links, and to adapt the analysis in each TPDEARR to their own financial and investing circumstances and portfolios.
The TPDEARR is not straightforward investment advice.
Trans-Pacific Dynamic Equity Allocation Research Report
Free TPDEARR Articles
Home of the
Trans-Pacific Dynamic Equity Allocation Research Report
TPDEARR Squads
Current Squads
(Access Cost)
DEC.24 (Private)
N/A
Past Squads
(Max. Average Asset Gain/Loss*)
DEC.23 Squad Assets
– Hisense Home Appliances Group Co., Ltd. – (HK: 0921)
– Freeport-MacMoRan – (NYSE: FCX)
– First Solar Inc – (NASDAQ: FSLR)
– Powell Industries – (NASDAQ: POWL)
SEP.23 Squad Assets
– Banco Bilbao Vizcaya Argentaria S.A. – (NYSE: BBVA)
– Contemporary Amperex Technology Co. Limited – (SZSE: CATL)
– Vingroup Joint Stock Company – (HOSE: VIC)
– Hyundai Heavy Industries – (KRX: HHI)
JUN.23 (Private)
N/A
MAR.23 Squad Assets
– Franklin FTSE Mexico ETF – (NYSE: FLMX)
– FPT Corporation – (HOSE: FPT)
– Intel Corporation – (NASDAQ: INTC)
– Siam Cement PCL – (XBKK: SCC)
– Alibaba Health Information Technology Ltd – (OTCM: ALBHF)
DEC.22 Squad Assets
– VanEck Vietnam ETF – (BATS: VNM)
– Mitsubishi Heavy Industries – (TYO: 7011)
– Chow Tai Fook Jewellery Group Limited – (XHKG: 1929)
– United Overseas Bank Limited – (SGX: U11.SI)
– Lynas Rare Earths Ltd – (OTC: LYSDY)
SEP.22
+15%
SEP.22 Squad Assets
– iShares MSCI Indonesia ETF – (NYSEArca: EIDO)
– Bridgestone Corporation – (TYO: 5108)
– Sri Trang Agro-Industry – (XBKK: STA)
– PT Vale Indonesia Tbk – (XIDX: INCO)
– Hormel Foods Corporation – (NYSE: HRL)
– Grupo Bimbo – (XMEX: BIMBOA)
* Max. Average Asset Gain/Loss is calculated from the optimal entry and exit points for each asset within each Squad’s investing timeline, determined retrospectively.
Entry points for each asset are selected from within 30 days of the release of each Squad; exit points are determined from the period stretching through the 5th and 6th quarters after release—must be >365 days to ensure long-term capital gains taxation. See Example Deployment below for more information on timing.
Gain/Loss is determined as an average of the exiting returns of each asset at market closing prices on optimally-timed days, had the investor been fortuitous enough to capture such prices as they occurred; figures are rounded down to the nearest whole percentage point.
Understanding the TPDEARR
TPDEARR Origins
The seeds of the TPDEARR were first sown in 2016 when the founding Members of tkscm, limited were living and working in Seoul, South Korea and needed to develop a regional investment environment summary to better comprehend the complex, non-Western calculus of trans-Pacific components of global trade and the effects on personal investment strategies. That summary has since expanded into an intricate multivariate analysis—the TPDEARR—that has informed over a decade of profitable portfolio management for Members. Interested readers can see Integrating With the Asian Pillar for more on the significance of the Trans-Pacific perspective.
The TPDEARR is a quarterly research report composed of financial and fundamental analysis and cross-referenced with independent data sources from economies all around the Pacific Rim. The TPDEARR is not a direct investment product or financial security. It is information that becomes market intelligence when it is used intelligently by the individual investor.
TPDEARR Issue Information
The TPDEARR presents investment information in a manner that highlights relative strength, trend evolution, and the real effects of geopolitical and macroeconomic development throughout the trans-Pacific investment landscape. The TPDEARR analyzes and presents a selection of the most dynamic companies, economies, industries, technologies and key components in order to help identify areas of emergent growth and rapid expansion within the most compelling sectors. Focus is given to those individual equity assets and elements with the most potential for explosive, ballooning growth with spillovers into other sectors and industries, and which may press the demand for reorganization of the macroeconomic environment over the intermediate-term, which is currently targeted at 12-18 months. Not all assets and investment opportunities will are covered in the TPDEARR.
Each issue of the TPDEARR focuses on elements of the global marketplace that can be approached by investors trading predominantly equities, equity-like financial instruments, and/or on public markets that don’t require special accreditation for participation. tkscm, limited is not an institutional investment firm and the TPDEARR is available for free with equal opportunity to retail investors, online traders, firm analysts, fund and portfolio managers, and everyday, non-accredited wealth-seekers alike.
Non-equity securities, financial instruments, debts and other indicators are often examined in the TPDEARR in order to provide context and support for economic analysis, though equity and equity-like assets will usually be the focus.
Analysis and data in the TPDEARR correspond to an “intermediate-term” perspective, so designed to demonstrate correlation with a 12-18 month trading horizon for asset reallocation. Quarterly releases allow for reallocation to new positions in more-rapidly emerging domains explored in continuing TPDEARR issues. Gains from the sale of positions taken 4-6 quarters (12-18 months) prior can then be used to establish new positions. Such investment moves demonstrate the realization of capital gains with a long-term taxation profile.
Example Deployment – BMBOY.A – Grupo Bimbo SAB de CV
Orange curve is S&P during same period.
The “intermediate-term” trading horizon further bolsters the analysis in the TPDEARR by buffering and separating it from the volatility of daily market fluctuations. Though an unpredictable soup of real and imagined investor activity will always make spot market prices uncertain (they are, after all, the combined effect of both rational and effectively-random forces) and daily sentiment swings are a symptom of the underlying economic reality; they are of a system that is cognitively overlaid on existing social structures via the medium and existence of money; they are not (fundamentally) the bought-and-sold goods and services that comprise the modern economy themselves. The TPDEARR works to illuminate the evolution of the conditions of the underlying economic reality through the four overlapping fields of Macroeconomics (the monetary background features), Geopolitics (foreign affairs, State leadership and international power dynamics analysis), Demographics (the counting and observation of groups of people and how they evolve and impact society), and Natural Elements (the environmental perspective and gauging impacts on the raw materials from which society is physically produced). The most dynamically adjusting sectors and their most influential and potentially influential companies and components are scrutinized for their evolutions in the environment of modern economic reality on the intermediate-term horizon, which we figure to be more than one fiscal year, but less than two of them—about 12-18 months.
Since nothing economic exists in isolation, investors should be mindful to keep analysis in each issue of the TPDEARR as an integrated part of the context of the greater economic ecosystem. Nested hierarchies of comprehension allow for greater predictive strength, but ALL markets are characterized by uncertainty and influenced by randomness. Order and chaos unfold in tandem to produce the market results we end up with; and there is no success without luck.
It should be assumed that Members of tkscm, limited are holding positions in any or all of the assets we discuss.
*We are not tax professionals; consult with a tax professional for all tax planning.*
The TPDEARR is not a direct investment product or financial security, and tkscm, limited is not responsible or liable for any decisions individuals may take after reading the report, which is designed generally and not tailored to any individual investor. The TPDEARR has no official clients. All investors should consult with their financial planner before allocating funds.
All TPDEARR information is collected, sorted, cross-checked and analyzed in-house at tkscm, limited. No other research or investment firm has access to our combination of international data sources, nor the process nor details of our analysis.
tkscm, limited 