Technical Equity by Turner Capital

Technical Equity Metodology

A Comprehensive, Rules-Based Approach for Bull, Bear, and Transitional Markets

Onboard Your Institution

Technical Equity, Objectives:

Generate net positive gains in bull, bear, & transitional markets

Significantly outperform “the market” with less risk

Minimize drawdowns

Maximize time-in-trade

Get Started with Mike Turner

Speak with our Chief Wealth Engineer – Turner Capital Investments

Talk to Mike

Technical Equity Methodology

Trade only S&P 500 and NASDAQ 100 index ETFs

100% data-driven — no forecasting

Use a comprehensive “Total Market Index” (TMI)

Foster Key indicators

Technical Equity includes weekly simple moving averages, Weekly MACD histogram, Weekly closing prices

Assumptions: Market is always in bull, bear, or neutral; Trends last until they don’t; Trends can be mathematically identified

Investment Approach

Learn the Technical Equity Approach

All client accounts using a Technical Equity strategy must be custodied at Schwab.

Trade only index ETFs (S&P 500 and NASDAQ 100)
Base all trading on TMI analysis
Offerthree leverage levels: No Leverage (1x), 2x Leverage, 3x Leverage
Allocation based on market trend: Bull (50/50 SPY &QQQ), Bear (50/50 SH & PSQ), Transition (100% in money markets)

Understanding ETF Types

We can walk your through the ETF Types and what each type offers:

1x ETFs (e.g., SPY, QQQ): Track index 1-for-1
2x/3xETFs (e.g., SSO, QLD, UPRO, TQQQ): Amplified gains/losses
Inverse ETFs (e.g., SH, PSQ, SPXU, SQQQ): Gain when market drops

Need help? See our all three ETF types:

Learn about the ETF Types

Why Not Individual Stocks?

Risk concentration (e.g., Enron, SVB)
Insider info advantage
Event-driven volatility
Emotional bias
Time-consuming analysis
Lack of diversification
Susceptibility to manipulation
Ego traps and black swans

Benefits of Trading Indexes

Eliminates single-stock risk
Avoids “home-run” mindset
Auto-adjusts to market leaders
Reduces emotional investing
Broad market exposure
Greater liquidity and efficiency
High success with rules-based trend trading

How It Works

Technical Equity uses a common-sense, rules-based strategy in an attempt to generate profits in bull and bear markets.

Onboard Your Institution

We work with advisors through Schwab’s Marketplace platform. This platform allows us to make trades in your client accounts in a transparent manner.

UseSchwab’s Managed Account Marketplace Money Manager

We make trades on behalf of your client so that every client obtains the same fill prices.

We do not hold any client funds. Schwab acts as the custodian, and assets remain fully transparent to the advisor and client.

Technical Equity is fully liquid, and fully transparent to the advisor and client.

Need help? Contact the Schwab service team at (855) 943-6155.

Get Started

*Technical Equity is via Charles Schwab & Co’s (“Schwab”) Marketplace

Risk-Based ETF Holdings

Get Started

*Technical Equity is via Charles Schwab & Co’s (“Schwab”) Marketplace

1xHoldings

Bull: SPY & QQQ; Bear: SH & PSQ; Transition: Money Markets

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2x Holdings

Bull: SSO & QLD; Bear: SDS & QID; Transition: Money Markets

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3x Holdings

Bull: UPRO & TQQQ; Bear: SPXU & SQQQ; Transition: Money Markets

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How We Trade

Identify market condition (bull, bear, or transition)

Use trendlines — ignore headlines

Apply strict rules, not emotions

Buy at trend start, sell at trend end

Stay in cash during transitions

Historical back-testing from 1925 to now

Get Started

Want to implement the Technical Equity strategy in your portfolio?

New to Technical Equity? Call us.

1-855-678-8200

Technical Equity Metodology

Technical Equity, Objectives:

Generate net positive gains in bull, bear, & transitional markets

Significantly outperform “the market” with less risk

Minimize drawdowns

Maximize time-in-trade

Technical Equity Methodology

Trade only S&P 500 and NASDAQ 100 index ETFs

100% data-driven — no forecasting

Use a comprehensive “Total Market Index” (TMI)

Foster Key indicators

Assumptions: Market is always in bull, bear, or neutral; Trends last until they don’t; Trends can be mathematically identified

Investment Approach

How It Works

We work with advisors through Schwab’s Marketplace platform. This platform allows us to make trades in your client accounts in a transparent manner.

We make trades on behalf of your client so that every client obtains the same fill prices.

We do not hold any client funds. Schwab acts as the custodian, and assets remain fully transparent to the advisor and client.

Technical Equity is fully liquid, and fully transparent to the advisor and client.

Risk-Based ETF Holdings

1xHoldings

2x Holdings

3x Holdings

How We Trade

Identify market condition (bull, bear, or transition)

Use trendlines — ignore headlines

Apply strict rules, not emotions

Buy at trend start, sell at trend end

Stay in cash during transitions

Historical back-testing from 1925 to now

View our Backtest Result (S&P 500 Index)

Get Started