Three Levels of Strategies
 For Investors of All Skill Levels 

We developed with our Elite Traders three strategies to help investors at all skill levels so that we can help as many people as possible: 

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LEVEL I 

Entry level, early warning system 

Anyone with stocks invested somewhere may now be timely alerted of imminent dangerous or onerous bear markets, investing with more confidence and peace of mind. Designed to be extremely easy to use as a pure warning signal or trade a single asset, the S&P-500 index. 


Level I signals show us when to hold:

  • SPY (S&P-500) in bull markets; or

  • Cash in risky or bear markets.

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  • For people who don’t want to trade - Level I can be used as an early warning system for everyone who have stock investments anywhere, e.g. their stocks in personal portfolios, mutual funds, hedge funds, advisor managed accounts, trading accounts, etc. Level I’s signals can be used as a timely warning signal to help them decide what to do with their stocks invested anywhere.

  • For people who like and want to trade - Why pick stocks! Just buy and sell the S&P-500 index through its ETF labeled “SPY”, which is well-diversified, liquid, transparent, and most inexpensive. In fact, Level I is just like passive index investing but with information about when to buy, when to sell, and when to stay in cash waiting in the sidelines before returning to a safer market. 

LEVEL II 

Moderate return-risk profile to outperform the S&P 

Designed for investors who want higher return potential but also tolerate higher risk. Level II adds 2x leverage, doubling Level I’s results in bull markets, and invests in fixed income instead of cash in bear markets.    


Level II signals show us when to hold:


•    SSO (S&P-500 x2) in bull markets; or
•    IEF (bonds) in risky or bear markets; or

•    SH (short S&P 500 x-1) in bear markets.​

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LEVEL II+

Alternative Level II with Nasdaq instead of S&P 

We offer an alternative Level II by simply replacing the S&P-500 index with the NASDAQ index. Loaded with more technology stocks for more aggressive investors, the Nasdaq-100 tends to have a little higher risk-return profile than the S&P-500. Level II trades the Nasdaq x2 in bull markets and bonds in bear markets.


Level II+ signals show us when to hold:


•    QLD (Nasdaq x2) in bull markets; or
•    IEF (bonds) in risky or bear markets; or

•    PSQ (short S&P 500 x-1) in bear markets.

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LEVEL III 

Advanced level (For advanced pro's, traders,

advanced aggressive investors only

Designed for advanced investors or finance professionals only who understand and can tolerate higher risks to achieve very high returns. Level III is half invested in 2x leveraged S&P-500 and half invested in volatility-related instruments in bull markets. It reverts to bonds in risky, ambiguous markets, and to short Nasdaq 100 (-1x) in bear markets.


Level III signals show us when to hold:


•    SSO, SXVY (volatility) in bull markets; or
•    IEF (bonds) in risky, ambiguous markets; or
•    PSQ (Nasdaq 100 x-1) in bear markets.

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Performance Record and Key Statistics

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Remarks: *    Annual returns compound daily earnings, resets annually every December 31st.
             **  Inception date: 09/25/2008. Last date: 12/31/2020 
                   Past performance does not guarantee future results.

The Market Pulse Meter and the S&P 500 in 2020

How a major crash was averted - Coronavirus, 2020

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Notes

ETF’s or Exchange-Traded Funds are the instruments we use to execute all our strategies. ETF’s are easy to trade because they are funds that track major indexes such as the S&P 500 and NASDAQ 100 but trade like stocks with any brokerage firm. Here’s a list of ETF’s we trade:

SPY: tracks S&P 500

IEF: tracks U.S. treasury bonds

SSO: tracks 2x S&P 500 

QLD: tracks 2x Nasdaq 100

SXVY: tracks short VIX S/T futures

SH: tracks -1x S&P 500

PSQ: tracks -1x Nasdaq 100  

 

Note: We strongly recommend new members to select the levels appropriate to their actual skill level. Please resist the temptation to subscribe to advanced levels just because they have had fantastic returns. Remember the risks and potential drawdowns are higher with wider swings than more basic levels. New members should select the appropriate level for their comfort and skill. Investing shouldn’t be stressful but a pleasurable experience!