Real Numbers, Clear Direction
Investment decisions shouldn't feel like guesswork. We've spent fifteen years watching market patterns, tracking trends, and—honestly—making our fair share of mistakes along the way. What we've learned is that good data paired with straightforward analysis beats gut feeling every time.
Our statistics service started because clients kept asking the same question: "What does this actually mean for my portfolio?" So we built something that answers that.
Talk About Your Portfolio
Portfolio Reviews
Detailed investment analyses completed since 2020, covering everything from pension portfolios to property investments across Ireland
Market Sectors
Different industry sectors we track regularly, from tech stocks to agricultural commodities and renewable energy bonds
Data Points
Monthly data points analyzed to identify patterns, spot anomalies, and provide context for investment decisions
We Track What Matters
Back in 2018, a client came to us worried about their tech stock exposure. The headlines were screaming about market crashes, but when we looked at the actual numbers—earnings reports, sector rotation patterns, historical volatility—the picture was different.
That's what we do. We cut through the noise and show you what the data actually says. Not predictions or promises, just clear analysis of trends, risks, and opportunities based on real market behavior.
Most of our clients are people who've been burned by following tips or acting on fear. They want someone to explain what's happening in their portfolio using actual statistics rather than marketing speak.
Cillian Desmond
Senior Investment Analyst
How We Approach Your Numbers
Everyone's situation is different. A pension fund needs different analysis than a property investment or a startup equity position. Here's how we break it down.
Risk Assessment
We measure actual volatility in your holdings against historical benchmarks. No scary jargon—just clear numbers about how much your investments typically fluctuate and what that means for your timeline.
Sector Analysis
Your portfolio probably has exposure to multiple sectors. We show you how each one's performing relative to its own history and to other options. Sometimes the "boring" sectors are doing exactly what you need them to.
Correlation Mapping
This one surprises people. Two investments might look different but move together. We identify those patterns so you understand your actual diversification—or lack of it.
Cost Breakdown
Fees compound just like returns. We calculate exactly what you're paying across all your holdings and show you where costs might be eating into performance more than you'd expect.
Performance Context
A 6% return sounds fine until you learn similar investments averaged 9%. Or maybe 6% is excellent given your risk level. Context matters, and we provide it.
Scenario Testing
What happens if interest rates rise? If inflation stays high? We run your portfolio through historical scenarios to show potential outcomes. Not predictions—just informed possibilities.
