Master Strategy-of-Strategies
Achieve High Performance Reliability with Our Secret SOSTM

A Master Strategy-of Strategies Reduces the Cost and Simplifies Implementation of Our Layered Strategies Designed  to  Improve Both Performance and Reliability.

Welcome! SectorSurfer levels the playing field with Wall Street by putting the power of award winning high performance investment algorithms in your hands. Its True Sector Rotation algorithm holds only the momentum leader during bull markets, and its StormGuard algorithm protects and grows your assets during bear markets. Only by owning the trend leader and avoiding the trend laggards can you simultaneously improve returns and reduce risk. Higher Returns: Returns cannot be improved by diversification alone. Diversification inherently produces average results by owning a bit of everything. To improve returns, one must own only the trend leader and avoid the trend laggards. By optimally extracting trend signals from noisy market data and owning only the trend leader SectorSurfer can produce higher returns as shown by example below. --- Click link for more information. --- White dot: S&P500. Yellow dot: SectorSurfer. Probability of Loss: We believe that risk is about losing money, not about how wiggly the line on the chart is. We believe that treating both up and down-moves equally as risk is an error because only down-moves contribute to real loss. SectorSurfer's risk measure is the probability of a 15% loss in a year, as shown in the example chart below. --- Click link for more information. --- White dot: S&P500. Yellow dot: SectorSurfer. True Sector Rotation: True Sector Rotation is the method of owning the one, and only one, best trending fund at any time. Since half of the market sectors will, by definition, be beating the S&P 500 at any time, owning only the trend leader is an excellent way to beat the market. Market data contains trends, and a trend means that something from the past can tell you something about the future. Thus, extracting trend signals from noisy market data is the whole game. SectorSurfer extracts trends from noisy market date to improve your investment batting average. It works for ETFs, mutual funds and stocks.   StormGuard: Market storms are much larger than market corrections and require special detection methods. SectorSurfer's StormGuard algorithm is designed to find the optimum balance between reacting too quickly and producing whipsaw losses, versus reacting too slowly and getting hurt by the market storm. StormGuard-Armor is our highest performance market sentiment indicator. It examines three separate sources of market data to derive whether the market is safe for investing. By focusing on Safety First, not only are losses reduced, but you keep more of your hard earned returns. StormGuard-Armor is in fact the highest performance market direction indicator on the market!

What is a Strategy-of-Strategies?
While a SectorSurfer Strategy selects the trend leader from among a set of candidates funds or stocks, a Strategy-of-Strategies (SOS) selects the trend leader from among a set of candidates Strategies. Thus, one owns the best performing fund of the best performing Strategy. The primary benefit of an SOS is to make sure that if the strategy you are using falters for any reason, the SOS will automatically switch you to an alternative Strategy that has not faltered. This addresses a problem economists call this selection bias risks: you selected funds based on their past performances and sequences, but they will not play out in exactly the same way in the future. Mark Twain famously said "History does not repeat itself, but it often rhymes."

What is a Master Strategy?
A Master Strategy is one which SumGrowth Strategies creates, maintains, and which cannot be edited by its users. If we edit a Master Strategy (to improve it or maintain it when a fund is discontinued), then your copy in your account will automatically be updated later that same day. In comparison, when you import any other Strategy into your account, it becomes your independent copy that only you can edit and which you alone have the responsibility to maintain. 

Master Strategies — Summary and Underlying Detail
Documentation links to the underlying Strategy-of-Strategies details are found in the table below. Master Strategies are maintained and updated by SumGrowth Strategies and cannot be edited by its users. We will update them when funds go defunct or when we develop new features that everyone would want integrated into their copy. All updates and edits of any kind flow through instantly to copies in user accounts.  When a Strategy is edited, it is no longer identical to the original and its history is re-evaluated to under the new set of funds and conditions and thus may no longer match the former sequence of trades. If you would prefer that the Strategy never change, you must create your own private copy in your account.
 

	Performance based on 10-year values as of May 2016.
Name & Page Link	Chart	Ann.Rtn	Sharpe	Sortino	#Strats	Begins	Cost
		19%	2.2	6.9	5	1988
		20%	2.4	6.8	12	1988
		24%	2.6	9.4	4	1988
		22%	2.1	8.2	6	1988
		30%	2.1	8.7	12	1988
		27%	2.8	7.7	12	1988
		26%	1.6	6.7	3	1996
		34%	1.5	7.8	4	1996
		32%	1.8	7.3	6	1996
		45%	1.8	9.5	12	1996
		24%	1.6	7.2	12	1996
		33%	1.4	9.3	9	1988
		41%	1.8	9.5	6	1996
		50%	1.8	11.5	7	2004
		75%	1.4	12.9	7	2004
		7.4%	1.3	6.2	12	2004
		21%	1.2	9.9	12	2004
		19%	1.3	8.8	12	2004
		21%	1.4	8.7	12	2004
		31%	1.7	13.6	12	2004