The Turner Capital Ultra Model

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%)

Ultra Strategy at a Glance

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.

Our goal is to be 100% invested in the SSO (a 2x leveraged ETF) when the Turner Total Market Index is above its "Turner (High-Risk) Band*" and the SSO is above its Turner Band; 100% cash when the SSO and SDS are inside their respective Transition Zones; and, 100% invested in the SDS (a 2x leveraged inverse ETF) when the Turner Total Market Index is below its Turner Band and the SDS is above its Turner Band.  

Turner Capital

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