Static | Strategic Methodology

Market Guard™ Strategic

The charts below will illustrate how the Static portfolios might react in both a bear market as well as a bull market when all individual investment positions are assessed and rebalanced on an annual basis.


Hypothetical Bear Market Illustration

The chart is an example of how Market Guard™ utilizes technical indicators to help make non-emotional, methodical, and mathematical investment decisions that signal when to SELL, BUY and HOLD the individual investments within the portfolio. The period of time represented in the graph, we believe, provides a powerful example of all three of these potential triggering events.


Hypothetical Bull Market Illustration

Bull Market Description
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*Disclosure : The graphs illustrate an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009 and again from January 1, 2010 through December 31, 2019. 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, please click here.

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