WHAT IS THIS?

Think of our service as a quantitative investment newsletter. Our aim is to enable you to take charge of your money and to help grow your assets with a consistent and disciplined investment plan through the use of market timing, also known as systematic trading/investing.

Our focus is on providing you with rules-based buy & sell signals for various types of assets: stock indexes, sector indexes, bonds, commodities and currencies. Our signals are 100% systematic where there are a multitude of input factors such as price momentum, price reversion as well as a vast array of economic/fundamental data.

HOW DO I USE THIS SERVICE?

The purpose of subscribing to our service is to trade your account using our "picks" (signals). Once you become a subscriber you will be able to access the SIGNALS page. On the SIGNALS page you will see all of our strategies listed. Beside each strategy you will see the prior signal and the latest signal which specifies the assets to be held and the % allocation to each asset. You can also opt receive a daily email and/or text message of the signals.

Our service has been designed with simplicity in mind - you don't need any prior trading experience in order to successfully implement our strategies. If you have questions on how to trade our signals, feel free to contact us by email or phone.

HOW OFTEN DOES IT TRADE. HOW TO GET THE SIGNALS?

Our strategies can change positions on a daily basis. The signals are computed and communicated to clients between 3:20 pm and 3:45 pm NY time. Subscribers can login and view the 'SIGNALS' page where they will see the models updated every day, even if there has been no change.

We also email the signals during the 3:20 to 3:45 pm window. Please let us know if you are a subscriber and wish to be added to the daily signals email.

WHICH BROKER TO USE FOR SELF-DIRECTED TRADING?

We have a diverse set of strategies which can be traded at a wide array of brokers/custodians. Depending on the instrument type certain strategies of ours are more suited to certain types of brokers. If you will be trading stocks, ETFs or traditional mutual funds, popular zero commission brokers are Fidelity and Schwab. If you plan to trade frequent traded mutual funds, the choice would be to open an account directly at Guggenheim Investments or at Profunds. A popular broker for futures trading is Interactive Brokers.

ARE THESE PERFORMANCE RESULTS REAL?

Every strategy listed on this website is traded in our own accounts. The displayed performance are actual returns from the date we began trading each strategy. For newer strategies, we also display a hypothetical backtest in addition to actuals. See disclosures about hypothetical performance here.

Our performance track records are verified and/or audited by independent third party firms. On our strategy description pages, we have included links to these firms' verification pages.