Market Guard® Target and Dynamic model portfolios utilize a Non-Emotional, Methodical, Mathematical approach that implements a tactical asset allocation model with the purpose of assessing the individual positions in the portfolio and signaling a possible opportune time to Hold, Sell or Buy the underlying security. It deploys an active Trend Identification Analysis (TIA) management strategy designed to shift the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors. This strategy provides the opportunity to create extra value by utilizing a specific blend of technical indicators allowing us to benefit from momentum in the marketplace. Technical indicators are mathematical calculations based on the price, volume, or open interest of a security such as an ETF. Our purpose of utilizing technical indicators, along with fundamental analysis and market observation, is to help provide the basis in order to perform these important investment decisions.
Market Guard® Static model portfolios utilize a strategic approach designed to assess and rebalance the portfolios on an annual basis. The strategy places a high level of importance on the individual security selection and the percentage allocated to each position. It deploys a passive management strategy designed to hold the security selection throughout the year.