The Turner Capital Ultra Model
Working Together-
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Multiple diversified strategies
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Your capital is custodied at TD Ameritrade
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Minimum account is $100,000
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Fee structure
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No trading fees
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$100,000-$250,000 (2%)
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$250,000-$1M (1.5%)
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$1M-3M (1.25%)
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$3M+ (1%)
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Learning More:
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.