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
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TCI Institutional offers institutions the unique opportunity to help their clients generate returns in bull and bear markets, while also minimizing risk.

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Technical Equity Methodology

Trade only S&P 500 and NASDAQ 100 index ETFs
100% data-driven — No forecasting - Why the market is trending does not matter... How the market is trending is all that matters.
Use a comprehensive “Total Market Index” (TMI)
Foster Key indicators

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

Technical Equity doesn’t challenge Efficient Market Hypothesis, it leverages it. By focusing on where the market is and how it got there—not where it might go—TE offers a disciplined, responsive framework that.

Investment Approach

01
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)
02
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
03
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
04
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
1
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

2
We make trades on behalf of your client so that every client obtains the same fill prices.
3
We do not hold any client funds. Schwab acts as the custodian, and assets remain fully transparent to the advisor and client.
4
Technical Equity is fully liquid, and fully transparent to the advisor and client.

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

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

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Want to implement the Technical Equity strategy in your portfolio?

New to Technical Equity? Call us.