our investment strategy how to make the trend your friend
TRANSCRIPT
Our Investment Strategy
How to Make the Trend Your Friend
Goals for Today
Show you what we have come to believe How we are putting that into practice for
ourselves and our clients How that might affect you
When to be Invested
In the market when the trend is Up Out of the market when the trend is Down
This is our first belief: We believe we can reduce your losses
and increase your overall return over time.
What is Important?
It is not so much what you make when the market goes up….
It is what you keep when the market goes down!
Growth
When the stock market is up, that is growth. We want to be invested in Growth Investments during those periods when the market trend is up.
Decline
When the stock market reverses (goes down), we do not want to be a part of that trend. Instead, we want to keep as much of our investment base as possible by shifting to interest earning assets, until the trend is up again.
The S & P 500 IndexOctober 11, 2007 to March 9, 2009
1,576.09 October 11, 2007 676.53 March 9, 2009
<899.56> 57% loss
What do you have to earn to get back to where you started?
133%
Risk We are not willing to hold on for the long
term while the value of our investments continue to evaporate.
This is our second belief: We believe it is not a good idea to lose
money.
How do we Address Risk?
By paying attention– Weekly and mid-week emails from our trend
following service. – Daily review of resources
How do we Address Risk?
Tools– Trend following service built upon a proprietary mathematic
model with a 38 year track record– Technical and fundamental analysis– We use No load mutual funds and Exchange Traded Funds
(ETFs) that are suitable for this strategy
mutual funds spread the risk
no load no transaction fees
freedom to reallocate from growth to cash to growth and so on
Next Step
Do It Yourself or… Schedule an appointment to see if we may
be able to work with you.
Questions?
Call or email us today to set up your free initial consultation!
Burns Capital Investment Advisors, Inc.
“Helping you make the Trend Your Friend”
(503) [email protected]