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Enhanced Trend-Trading Rules
Mike Turner, 01-01-2023

2022 was full of whipsaws in a major bear market.  It was one of the worst years ever for many investors.  One of our primary objectives in our R&D efforts is to never stop looking for ways to enhance our trading methodologies to the benefit of our clients. In this video, I show you some of our enhanced trading rules and how we put them to work in a hypothetical back-test of the 2022 market.  This is especially important as we move into the 2023 market, which has the potential for more whipsaws and massive moves in both bear and bull cycles. If you would like to talk to me about how we can put this methodology to work for you, just fill out this form and I will get in touch with you.

*This webinar should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter on the date of the webinar and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as personalized investment advice. Information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities discussed. References to specific investments should not be construed as being past specific recommendations of Turner Capital Investments. The returns for various indices discussed in this webinar do not represent the performance of the firm or any of its advisory clients. Returns do not reflect the impact that advisory fees will have on an investment. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no guarantees that a portfolio will match or outperform a specific benchmark. Turner Capital Investments is registered as an investment adviser with the SEC and only conducts business in jurisdictions where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Legal and tax information provided in this webinar is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

The 11% Income Model
Mike Turner, 8/9/2022

See how we use dividends and covered calls to hit our income goal of 11% per holding per year for our Diversified Income strategy clients.  Just click on the image, below, to watch our most recent video on how this process works.

*This webinar should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter on the date of the webinar and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as personalized investment advice. Information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities discussed. References to specific investments should not be construed as being past specific recommendations of Turner Capital Investments. The returns for various indices discussed in this webinar do not represent the performance of the firm or any of its advisory clients. Returns do not reflect the impact that advisory fees will have on an investment. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no guarantees that a portfolio will match or outperform a specific benchmark. Turner Capital Investments is registered as an investment adviser with the SEC and only conducts business in jurisdictions where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Legal and tax information provided in this webinar is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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