Objective

To outperform the long-term returns of passive, asset allocation strategies.

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Strategy: To use disciplined, model-based decisions for allocating portfolios' assets between stock ETFs and bond ETFs.

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Tactic:

Use a combination of fundamental and technical analysis to outperform a Benchmark Portfolio that is unmanaged with a static 60% allocation in stocks and 40% allocation in bonds.

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Tactic:

Adjust portfolio asset allocations as they are moved off of baseline-neutral due to performance differences between stocks and bonds.

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Tactic:

Pro-actively adjust portfolio asset allocations away from baseline-neutral contingent upon an analysis of the S&P 500 INDEX relative to the Model-Based Trend Value of the S&P 500 INDEX.

Quote from Warren Buffett: "The stock market is a device for transferring money from the impatient to the patient."

 

If we may be so bold as to expand that quote to read: "The stock market is a device for transferring money from the undisciplined, inconsistent and impatient to the disciplined, consistent and patient."

Ready to Explore New Possibilities?

There is no guarantee that this investment strategy will generate superior performance or eliminate risk and prevent investment losses. Use of the above-listed strategy and tactics does not assure that the objective will be achieved. All equity-based investments such as stocks, mutual funds, and ETFs are subject to risk, including loss of principal. Past performance is not a guarantee of similar future results.

Call Us (610) 989-0240 | [email protected]

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