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.
Posted Model Portfolios
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A Portfolio of Strategies (Each Strategy selects a Home Run Hitter) |
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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.
Probability of Loss:
True Sector Rotation:
StormGuard:
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There's an Optimum Way to Invest
The layered Portfolio of Strategies structure was developed
to provide the ultimate in risk/return performance during both bull
and bear markets.
Risk is not a one-dimensional problem
cured by a single step of diversification. A Portfolio of Strategies utilizes
four distinct types of diversification
to overcome the inherent shortcomings
of Modern Portfolio Theory (MPT),
Dynamic Asset Allocation (DAA)
and
Tactical Asset Allocation (TAA). A Portfolio of
Strategies includes these four risk-reducing, return-preserving steps:
1. Sector and asset class funds eliminate the risk
of single company failure while still retaining
better return prospects.
2. True Sector Rotation reduces risk by avoiding
trend laggards, and improves returns by selecting
only the trend leader.
3. StormGuard-Armor reduces risk by exiting the
market when its three components indicate that stocks
are no longer safe.
4.
Bear Market Strategies
make positive returns more likely during a market
crash, reducing the risk of meeting your objectives.
A Portfolio of Strategies:
Within SectorSurfer, a Portfolio is defined as a collection of
allocation weighted Strategies — meaning that
the Portfolio
owns the selection made by each Strategy on its list in
proportion to the weighting specified. Its underlying Strategies select and own the
current trend leader among its candidate
stocks/funds. SectorSurfer's algorithm optimally
extracts trend signals from noisy market data
utilizing the cross-disciplinary mathematics of electronic signal processing and
matched filter theory,
the same mathematics that enables Ethernet, Wi-Fi,
and smart phones to perform so well.
Importing a Portfolio to your account requires the
steps of (a)
importing each of the underlying Strategies to
your account, and
(b) creating the
Portfolio-of-Strategies manually for your
account — because a Portfolio specifies
the locations (rows) of each of the
underlying Strategies, which will almost certainly
be
different for your account.
| 10 year performance values as of May 2020. | |||||
| Name & Page Link | Chart | Ann.Rtn | Sharpe | Sortino | Description |
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21% | 1.7 | 10.6 |
This teaching Portfolio shows how True Sector Rotation enables you to embrace and Own the Bubble, rather than fearing it. |
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31% | 1.6 | 8.6 |
Allocation: four traditionally weighted ETF Strategies addressing US Sectors, US markets, world regions. and precious metals |
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20% | 2.2 | 7.9 |
Allocation: four Strategies addressing US markets, world regions, bonds, and a dash of precious metals. |
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19% | 1.8 | 9.6 |
Allocation: four equally weighted conservative ETF Strategies that include income, bonds, and various broad market indexes. |
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19% | 1.3 | 10.9 |
Allocation: three unequally weighted Strategies involving sectors, bond, and world region funds with a dash of L.T. treasuries. |
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25% | 1.5 | 10.2 |
Allocation: four unequally weighted Strategies, two with sector funds, and others including US markets and income/bonds. |
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18% | 1.6 | 7.3 |
Allocation: four semi-traditionally weighted Strategies involving sectors, mixed assets, US markets and income/bond funds. |
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16% | 1.3 | 7.30 |
Allocation: four traditionally weighted Strategies involving US markets, world regions, bonds, gold, and a bit of LT treasuries. |
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| • SOS Premium Portfolios | |||||
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24% | 1.8 | 12 |
Allocation: three equally weighted SOS composed of Vanguard funds, Fidelity funds, ETFs and a touch of LT treasuries. |
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44% | 1.4 | 7.5 |
Allocation: unequally weighted 2x SOS, 3x SOS, and a serious dose of the Stuffed Nose for VIX Strategy for smoothing. |
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39% | 1.75 | 123 |
Allocation: equally weighted 2x SOS, ETF HoF SOS, Healthcare Stocks, and the Stuffed Nose for VIX Strategy for smoothing. |
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| • Stock Portfolios | |||||
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42% | 1.5 | 13.7 |
Allocation: equally weighted stock Strategies of four healthcare sub-sectors, each evaluating ten or more of the sector's large cap stocks. |
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| • Merlyn.AI Portfolios | |||||
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26% | 1.9 | 13.9 |
Allocation: 50% Sectors, 30% Global, 10% Factors, 10% Style Box for the aggressive investor. |
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16% | 1.5 | 10.7 |
Allocation: 40% Bonds, 40% Style Box, 20% Global for the classic moderate risk investor. |
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22% | 1.7 | 11.8 |
Allocation: 20% Bonds, 10% Style Mix, 10% Factors, 10% Global, 15% Countries, 35% Sectors. For the classic growth risk investor. |
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13% | 1.4 | 10.2 |
Allocation: 70% Bonds, 5% Dividends, 5% Global Regions, 5% Countries, 15% Sectors. For the classic conservative risk investor. |
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30.5% | 1.7 | 14.1 |
Allocation: 70% Sectors, 30% Geopoly-Sectors, For the classic growth risk investor. |
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22.9% | 1.7 | 10.5 |
Allocation: 35% Giga-Sectors, 30% Giga-Global, 35% Giga-Factors For the classic growth risk investor. |
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| • Personal Portfolios | |||||
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27% | 1.3 | 8.9 |
Allocation: five unequally weighted Strategies focused primarily on Fidelity and ETF sectors or a sector-country mix. |
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29% | 1.5 | 9.6 |
Allocation: five equally weighted aggressive Fidelity and ETF sector and VIX Strategies, including one 2x ETF Strategy. |
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How to Become a SectorSurfer
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