Turner Capital Model Portfolios

Currently, Turner Capital has three investment strategies (see brief overview below).  Clients can, depending on the total amount of their investment and risk profile, follow one or more of these strategies in a managed account structure.  In most cases, Turner Capital clients do not pay for trade transactions as those costs are covered by Turner Capital.

Total combined minimum account size is $100,000.  The minimum account size per model portfolio is $50,000.

Management Fee Structure
  • 2.0% for accounts less than $250k
  • 1.5% for accounts from $250k to $1MM
  • 1.25% for accounts from $1MM to $3MM
  • 1.0% for accounts of $3MM or greater
OBJECTIVE: Outperform the S&P 500 index in bull market cycles and generate a positive return in bear market cycles.

Management Approach - Focuses on fundamentally and technically stronger stocks and ETFs, the approach for this model is to be long and fully invested if the market is trending higher and well above its "Transition Zone*"; in cash when the market is trading inside its Transition Zone; and, 70% cash and 30% in inverse ETFs when the market is trending lower and below its Transition Zone.

OBJECTIVE: Outperform the S&P 500 index in bull market cycles and generate a positive return in bear market cycles.

Management Approach - Focuses on fundamentally and technically stronger stocks and ETFs that pay a minimum of 2% in yield, the approach for this model is to be long and fully invested if the market is trending higher and well above its "Transition Zone*"; in cash when the market is trading inside its Transition Zone; and, 70% cash and 30% in inverse ETFs when the market is trending lower and below its Transition Zone.

OBJECTIVE: Match the performance of the S&P 500 in bull cycles; go to cash in neutral cycles; and, match the inverse of the performance of the S&P 500 in bear cycles.

Management Approach - Focuses on being 100% invested in the SPY when the SPY is trading above its "Transition Zone*"; 100% cash when the SPY is inside its Transition Zone; and, 100% invested in the SH (the inverse of the S&P 500) when the SPY is trading below its Neutral Zone.

OBJECTIVE: Outperform the S&P 500 index in bull market cycles and generate a positive return in bear market cycles.

Management Approach - Focuses on technically stronger stocks and ETFs by being long and fully invested if the market is trending higher and well above its "Transition Zone*"; in cash when the market is trading inside its Transition Zone; and, 100% cash in inverse ETFs when the market is trending lower and below its Transition Zone.

* Transition Zone

The key to knowing when to have a bullish, bearish or go-to-cash investment bias hinges, in our opinion, on measuring the current trend of the market and to avoid whip-saws.  Having the correct investment bias is crucial to improving the odds of making better, more profitable, trading decisions.

Management Approach - We consider having the correct or best investment bias (mindset) is at least 70% of the battle when determining whether to be a buyer of long position equities, holding cash, a buyer of short position equities such as inverse ETFs, and certainly, when to sell.  The key for our investment strategy is to know when the market has moved from a bullish trend to a bearish trend and vice versa.  This can only be determined by measuring the current trend and mathematically determining whether the trend has changed or not.  One of the tenants of our Market-Directional investment methodology is the assumption that the current market trend will continue until it doesn't; so, it behooves us to be vigilant to measuring the market to see if it has stopped trending in its previous manner and has reversed course.  Certain key assumptions are made in this quantitative analysis; one of which is the "Transition Zone".

Through extensive testing and live trading, we have concluded that if the market moves from above this Zone to inside or below this Zone, the prior bullish trend has ended.  And, we believe that if the market continues to move below this Zone, the trend is considered bearish.  If the market moves from below this Zone to inside or above the Transition Zone, the bearish trend has ended.  Further, it has been determined that when the market is trading inside the Zone, the best course of action is to be in cash.

The width of the Transition Zone is two standard deviations of normal volatility of the market.

Turner Capital

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