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Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
Advance and Protect
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  • Markets go through cyclesHistory has proven that the markets go through cycles due to change in business cycles, world events, and politics. Sometimes are better than other to invest. This is the appeal of Dollar Cost Averaging to investors; as you put money into an investment, you get varying pricing and shares for your money. But wouldn’t it be better to put all your money into an investment as you anticipated it rising? Or wouldn’t it be better to not buy into a falling investment?
  • Remove emotion from the investment processHow comfortable are you with the expression “I’ve got a feeling about this stock, ETF, Fund?” Money carries with it lots of emotion. When making an investment, feelings are unavoidable. One cannot forget the years it took to accumulate the wealth about to be invested. Dreams are made with how this money will be used by you or those that you choose. Memories of past good investments and bad investments will be brought up. How do you currently separate those different feelings and apply a disciplined strategy so as not to be controlled by emotions?
  • It is a Tactical Investment Strategy that uses price movement and momentum to capture gains into an upward trend, and exits out of downward trend. It is a disciplined strategy that begins with the evaluation of investments using fundamental filters to concentrate holdings into those that we feel are general good investments to begin with. From there, we apply models to determine when to enter and exit those holdings with the goal of holding the strongest fundamental investments during favorable trends.
  • While we cannot guarantee these results, this is the philosophy by which we enter and exit positions. The objective of this program is to participate in the “Advance Mode” of a position, and based on technical indicators, exit during the “Protect Mode,” and wait until the next opportunity. This next opportunity may presents itself in either better conditions for the same holding or using assets to invest in another holding.
  • Transcript

    • 1. Logo
    • 2. Why Advance and Protect?
      Markets go through cycles
    • 3. Why Advance and Protect?
      Remove emotion from the investment process
    • 4. What is Advance and Protect?
      Combination of Capital Preservation and Market Participation
    • 5. What is Advance and Protect?
    • 6. How it works
    • 7. The power of participation
      “The most powerful force in the universe is compound interest”
      -Albert Einstein
    • 8. The power of participation
      What if you had been out of the market for only 10 days in the last 15 years?
    • 9. What if you missed the 10 Best Days?
      Average Annualized Return drops from 6.5% to 1.98%
      What were CD rates during that time?
    • 10. What if you missed the 10 Worst Days?
      Average Annualized Return almost doubles
      from 6.5% to 11.66%

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