Customized ETF Portfolio
Burned In The Bear Market Of 2007-2008?
Not Ready To Re-Live This In 2010?
Dear Investor,
There is a better way to make money in both up and down markets and it’s not the traditional “buy and hold” methodology that hurt investors in 2007-2008.
The answer is to identify and follow market trends. This is not a market timing strategy, it is simply investing with the trends of the market, whether up or down (“trend following”).
You see the average investment advisor only knows how to purchase securities. He has no system or process to identify changes in the market environment and certainly does not have a clue what to do once the market has moved from a bull to a bear market.
So he follows the old Wall Street formula designed to keep the investment houses with a steady supply of securities to borrow and trade against for large profits. That old Wall Street saying is to “buy for long-term.”
However, there are periods in the markets where it is just plain suicide to just “buy and hold.” We are in one of those periods now!
Fortunately, there is a better way!
Hi I am Jeff Diercks, Managing Director of InTrust Advisors. I have searched high and low for an answer to my client’s primary issue….how to make money in most markets.
Did you notice I said “most” and not all. I am not here to tell you I have found a utopic solution to your all investment woes….just a solution called trend following that seems to work in most markets.
Trend followers by definition are not concerned with the direction of the market, just the quality and length of that trend. What this means to you is that we have solutions that can make you money in both a down and up market.
Take for instance
our Personalized Portfolio Solution
Take for instance our Personalized Portfolio Solution (PPS) ETF strategies. This solution offers you a customized portfolio of low cost, exchange traded funds (ETFs) in a fully diversified portfolio that fits your unique needs.
The portfolio is simply fully invested in the market when it is going up (Bull Markets) and in cash, treasuries or gold when it is not (Bear Markets). This shift is based on our proprietary trend following models and simple investment technical analysis.
It can’t get much more simple than this portfolio solution!
No more losing sleep over your portfolios or fears that you will not achieve your long-term goals. No shorting, no inverse positions….no worries!
Here is a snapshot of what its past performance has looked like:
Disclosures: Performance results are proforma (not actual) and the analysis does not take in to account trading commissions or management fees for the underlying index investment. PPS portfolio is simply the timing between the Russell 3000 Index and cash and does not include allowable investments in treasuries or gold. Past performance does not guarantee future results. Cash returns were assumed at 2.0% per annum accrued. Investment management fees were assumed at 1% per annum.
Sharpe ratio assumes a .5% risk free rate of return. All portfolio statistics are January 1, 1998 through June 30, 2009 assuming either buying and holding the Russell 3000 index or timing in and out of the Russell 3000 index to cash.
This trend following system’s annual return of 9.73% has trounced the 6.50% return of the pure “buy and hold” strategy of the Russell 3000 Index with dividends reinvested over the same period.
Additionally, the system’s volatility of return is much lower than just buying and holding the index (11% vs. 18% for the Russell 3000 index).
Is your interest peaked? If it’s not, you need to check your pulse!
Here is an easy way to take the next step and still check us out. Sign up for a 7 day email series that explains all about Trend Following and how it can be used (along with other portfolio management techniques) to radically improve your investment results.
This series is called “Seven Days to Life Changing Investments Results.” The series is FREE and you have absolutely nothing to lose.
“Seven Days to Life Changing Investment Results”
Sign up for our Free Email Series
I solemnly pledge to NEVER spam you or sell your email address to any 3rd Party, and of course you can unsubscribe at any time. See our privacy statement link below for more information.
Sincerely,
Jeff Diercks, Managing Director
InTrust Advisors
813-253-2388
813-253-0949 Fax
http://www.intrustadvisors.com/
Profit from the Trend with Your Investments
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