The Mother Of all Bear Markets Is Coming...

Are you Prepared?

The Big Lie:

You have been told all your investing life that the 'smart money' invests "for the long haul" and you simply need not worry about bear markets because "the market always comes back."  You have been told that active investing where you go into and out of the market simply does not work from a long-term investment perspective.  

While the market has always come back, the rest of the statements above are just lies.

You have been lied to and the firms that promote these lies are making a killing off of you and your money.  Don't believe their "BIG LIE".

Beating the market by 20% in a bear market that drops 80%, means you will still lose over 60% and it could take you years to make that money back... and you will never get the time back that you lost getting back to even.

The Truth:

No one knows what the stock market is going to do in the future.  The next bear market could start tomorrow or it could start next year or five years from now or more.  But, wouldn't be great if you could be fully invested as long as the market is bullish and then simply switch to a bear market strategy when the market turns bearish.  Wouldn't it be wonderful to never worry about getting caught in a bear market unprepared? You can.

Each of our investment strategies is designed to switch from a bull-strategy to a bear strategy when the market has moved from a bullish trend to a bearish trend.

Our algorithms (it's just math) react to the market by measuring when a bull trend switches to a bear trend.  This way, our clients take advantage of bull markets when the market is bullish and we even have strategies that are designed to grow your capital in bear markets.

It is the best of both worlds and we never let out clients suffer massive losses in bear markets.

Working Together:

  • Multiple diversified strategies

  • Your capital is custodied at TD Ameritrade

  • Minimum account is $100,000

  • Fee structure

    • No trading fees​

    • $100,000-$250,000 (2%)

    • $250,000-$1M (1.5%)

    • $1M-3M (1.25%)

    • $3M+ (1%)

How We Capitalize In Both Bull and Bear Markets

The chart (right) represents a double-blind back-test of the ULTRA model from July 2006 to April 2019.  Bearing in mind that past performance is not indicative of future returns and back-testing is not real trading, the results are, nevertheless, significant.

The model produced returns that beat the SPY (S&P 500 ETF) by 3.8 times.  The mathematical average is almost 40% per year and at that rate, a portfolio would double in size every 1.8 years.

It works by moving into the SSO (a 2x S&P 500 ETF) in bullish cycles, moving to cash in transition cycles, and then into the SDS (a 2x S&P 500 inverse ETF) in bearish cycles. To learn more about the ULTRA strategy and others, click Here.