The Powerof Knowing
When To...Hold • Sell • Buy
Market Guard® Methodology
Dynamic | Tactical Methodology
Hypothetical Bear Market Illustration
*Disclosure : The graphs illustrate an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard® strategy by using a 200 day SMA technical indicator as a buy or sell signal. When signaled to sell, SPY is replaced with SHY, the 1-3 year Treasury Bond ETF. When signaled to buy, SHY is replaced with SPY. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, click here.
Target | Tactical Methodology
Hypothetical Bear Market Illustration
*Disclosure : The graphs illustrate an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard® strategy by using a 200 day SMA technical indicator as a buy or sell signal. When signaled to sell, 50% of the SPY is replaced with SHY, the 1-3 year Treasury Bond ETF. When signaled to buy, SHY is replaced with SPY. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, click here.
Static | Strategic Methodology
Hypothetical Bear Market Illustration
*Disclosure : The graphs illustrate an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard® strategy with annual assessment and rebalancing only. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, click here.

When To Hold
KEEPING DISCIPLINED
Remaining in the market during periods of normal fluctuation is critical to success. Knowing you are invested with a strategy like Market Guard® can help provide peace of mind.

When To Sell
PROTECTING GROWTH
Market Guard® assesses the individual positions in the portfolio, signal a possible opportune time to sell, and attempt to capture any gains in the individual securities.

When To Buy
RE-ENTERING THE MARKET
Once certain indicators are met, Market Guard® will communicate the quantity of shares to purchase.