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A Client-Focused Strategy Manager
Turner Capital uses its proprietary software and algorithms to make investment decisions. Every investment decision is determined by a rule, and every rule has been tested for efficacy in our back testing. Our rules and tests rely exclusively on our Total Market Index (TMI) Chart (Sample Chart Pictured Right). This chart is a non-tradable, composite index made up of a proprietary weighting of the 4 major market indexes. ALL investment decisions rely on the TMI Chart, and the rules built around it.
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In the current investment landscape, investors are presented with a multitude of options for deploying capital in the stock market. These choices range from engaging financial advisors to self-managing stock portfolios. While adept investors can achieve favorable returns during bullish market conditions, even the most seasoned among them harbor apprehensions about enduring prolonged bear markets. The timing of the next significant bear market remains uncertain, but the prevailing sentiment suggests its imminent arrival.
The Dual-Direction methodology is a rules-based, trading methodology that is strongly bullish in bull markets, switches to higher-yielding money markets in transition markets and most importantly, moves client capital into inverse index ETFs in bear markets.
Most investors aspire to build long-term wealth while minimizing losses. Achieving this involves meticulous planning, disciplined saving, and strategic investment. Traditional advisory firms often advocate for diversified portfolios of bonds, stocks, and precious metals for the long term. However, we challenge the prevailing wisdom that a buy-and-hold approach is the most favorable approach to build life-long wealth. The flaw lies in assuming perpetual life, immunity to financial needs, and tolerance for substantial losses.
At Turner Capital, we adopt a distinct perspective. We view the US stock market as an ideal arena for ‘strategic investing.’ Our key differentiator from traditional firms lies in focusing strategic investments exclusively on well-defined market trends. This means participating in the entire market during bull trends (as defined by the S&P 500 and Nasdaq 100) and holding inverse ETF positions during bear trends. When the market lacks a clear direction, we allocate to higher-yielding money markets until new trends emerge. Discover more about our approach here).
Turner Capital uses its proprietary software and algorithms to make investment decisions. Every investment decision is determined by a rule, and every rule has been tested for efficacy in our back testing. This process displays itself in three strategies, each designed to fit a different level of risk:
The Objective: To manage capital via the technical trading of a 50/50 mix of the 1x (non-leveraged) indexes of the S&P 500 and Nasdaq using the SPY ETF and the QQQ ETF in bullish trends and the 1x (non-leveraged) inverse SH ETF and inverse PSQ ETF in bearish trends.
The Objective: To manage capital via the technical trading of a 50/50 mix of the 2x (ultra-leveraged) indexes of the S&P 500 and Nasdaq using the SSO ETF and the QLD ETF in bullish trends and the 2x (ultra-leveraged) inverse SDS ETF and inverse QID ETF in bearish trends.
The Objective: To manage capital via the technical trading of a 50/50 mix of the 3x (ultra-leveraged) indexes of the S&P 500 and Nasdaq using the UPRO ETF and the TQQQ ETF in bullish trends and the 2x (ultra-leveraged) inverse SPXU ETF and inverse SQQQ ETF in bearish trends.
* IMPORTANT: The Turner Capital R&D team used historical data of the S&P 500, Nasdaq 100, Russell 2000 and the DJIA to test the efficacy of the trading and timing rules of the TMI methodology. This was a rigorous process where the rules were run totally independent of human adjustments or interactions. None of the rules were date dependent. The back-testing computer software executed the buys and sells based solely on the TMI Methodology. Live trading with actual client capital began on April 1, 2023.
Learn how you can use our strategies to manage your money and how we may be able to help you achieve your financial goals.