Our investment philosophy and strategies provide you with complete transparency into how your money will be managed. You know exactly what your account will be investing in and the amount of risk you can expect.
Our strategies constrain our actions so that any potential behavioral biases and/or emotions do not come to bear on our investment decisions.
Our strategies are based upon between 30 and 50 plus years of historical data designed to accurately portray what we expect our performance will be in the future. We also have tracked the performance of our real-time, actual investing for the last 1.5 years to validate the performance of our historical data.
Our many years of personal, investment experience are what drove us to develop our objective, data-driven indicators and models.
For the most part, we do not know anything that other people don’t know or can’t find out. We explain in this website why our methods have not been, and will not be, widely adopted and why we believe they will continue to work as they have in the past.
Our strategies will not be right all of the time – in fact, our Risk Model may sell low and buy back higher from time to time. We have optimized on reducing risk, rather than maximizing profit.
Our momentum strategies will underperform the S&P 500 Index from time to time because they have a low correlation with the market as a whole.
Some of our strategies may have limitations on the amount of money that can be managed by them without adversely affecting the prices of the stocks bought and sold by them (limited capacity), which means we may ultimately have to close a particular strategy to additional investment.
Our strategies have not been designed to manage the majority of an individual’s wealth.
Our strategies are focused on U.S. stocks only and should be only one component of a diversified investment portfolio designed to preserve/enhance wealth.
