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Market-Adaptive Investment Management for Simple Portfolios of Exchange-Traded-Funds or Index Funds

The Primary Benefits:

Lock In Bull Market Profits... By sidestepping severe corrections and bear markets, our strategies can help you to lock in profits and avoid significant losses of your capital.
Capture Most of the Potential Profits From Each Bull Cycle... Our strategies can help you get into bull markets early and fully participate.
Build Profits On Top Of Profits... Rather than using bull market cycles to recoup losses suffered during bear market cycles, our strategies can help you to build profits on top of profits—magnifying long term returns by the power of compounding.
Capture Sector Performance Differences... Long term performance can be significantly enhanced by concentrating a portfolio in the strongest performing sectors. There are times when Small Cap stocks outperform, other times to be in Large Cap stocks, and some periods when only International stocks or Bonds are rising. Capturing the best performances sector by sector will boost your portfolio returns.

Bottom Line: We believe that you should be able to safely take much greater advantage of owning stocks while avoiding bear markets … and over the years, build your nest egg at a faster rate. While the past performance of our strategies is no guarantee of future results, the design of our mechanical investment models is specifically oriented to accomplish this goal over the long term.

Additional benefits that you should consider.

Improve the Performance of Your 401k or 403b Plan: Go beyond the “fixed”, annual asset allocation schemes typically provided to 401k investors either with company-sponsored plans or a 401k rollover account at a brokerage firm. Why own bonds when bonds are falling severely in value? Do you always want a Small cap stock allocation in your portfolio, knowing that Small caps can lose 50% in a bear market? Fixed asset allocation schemes are inherently sub-par performers because they still reflect a "buy and hold" approach that subjects each investment type you own to periodic bear market losses.
- Our “Benchmark Series” model portfolios are specifically designed around the investment alternatives most typically found in 401k plans... and they provide you with both a “Growth” and “Conservative” lifestyle option. Take our Model Portfolios into consideration in your 401k so you can get out of declining investment funds before sustaining significant losses and be able to participate early in bull markets.
Make Money During Bear Markets : You can tap into our more sophisticated strategies in the "Performance Extension Series" newsletter to help you grow your portfolio faster during declining bear market periods. Our market timing based strategies for mutual funds offer the ability to invest effectively in Inverse Funds (otherwise known as "Bear Funds") that go up in value when the stock market is declining in value. In addition, the Performance Xtender model portfolio invests opportunistically in certain "defensive" sectors ... Energy stocks, Precious Metals stocks and Real Estate stocks ... which tend to perform strongly during times when the stock market is weak.
Save Time and Effort: Unlike some other investment advisor services that require daily attention, hours of research and loads of detail management ... our newsletters operate on a monthly cycle, supplemented by periodic "Trade Alerts". The Model Portfolios require only a handful of investments at any point in time and there are few details to track. Once you are familiar with the emailed newsletter format, reading the monthly edition and implementing the periodic investment change will take only a few minutes. Investment directions and instructions are clear and unambiguous. Monthly performance tracking data will keep you informed on each Model Portfolio and how it is doing relative to the market averages. Our service is designed for busy people
Avoid Psychological Pitfalls: When it comes to stock market investing, all investors experience some regret about poor investment choices or feeling that they don't devote enough time to their investments. But you may suffer a higher degree of psychological and emotional stress. You may have lost a lot of money in the last bear market. Perhaps the experience affected your confidence--in the markets, in Wall Street investment advisors, and in yourself.
- You may not know who to trust anymore.
- You may be concerned about missing the next bull market.
- You may be concerned that you won’t know when to get out of stocks the next time there is a bad downturn.
- You may be dismayed by the low returns on bonds and money market funds.
- You may feel trapped in what we call the Buy and Hold Investor’s Nightmare ... feeling that you have no choice but to take your lumps when the market goes down; and then wait until the next bull market makes you whole again.
You don't need to live with this situation. Follow an investment newsletter that analyzes the market objectively, using unemotional mathematical approaches. A mechanical investment strategy, based upon sound, objective market analysis, can provide a significant emotional release for many investors.
Improve Investing Discipline: It’s hard to stay disciplined when you are taking heavy losses. Since our market timing based investment strategies significantly reduce the volatility you have to endure, you should find it easier to “stick with it” over the years and thus achieve your long term goals.
Simplify Portfolio Monitoring: One of the really big challenges of investing effectively is keeping track of what is happening with every investment you own and being ready to take that decisive action to sell something at the right time. Our investment strategies make it easy for you. There is no research to do and the monitoring challenge almost disappears. You’ve got a life! Our Model Portfolio recommendations also provide you with timely and unambiguous instructions so that it will be easy for you to manage your investments with discipline and decisiveness.