Frequently Asked Questions.

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 service differs from traditional newsletters in that we do not provide "soft" opinions on the markets. Oftentimes such opinion based newsletters have non-specific recommendations that could be open to interpretation and there tends to be an absence of rigorous accounting for the performance & volatility of past recommendations.

Instead, our focus is on providing you with explicit model-based buy & sell signals for various types of assets: stock indexes, sector indexes, bonds, commodities and individual stocks. Our signals are 100% model driven where there are a multitude of input factors. Our models use factors such as price momentum, price reversion as well as a vast array of economic/fundamental data in a fully systematic process.


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.

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 ENTER ORDERS?

The trading frequency varies widely among our strategies. In our most active strategies the signal can change on a daily basis and in our least active strategies, the signal updates once a month. Strategy details are described in the following table:


WHICH BROKER TO USE FOR SELF-DIRECTED TRADING?

We have a diverse portfolio 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. If you plan to trade our signals using futures, Interactive Brokers offers the cheapest futures commissions.


ARE THESE PERFORMANCE RESULTS REAL?

Every strategy listed on this website is traded in our own accounts - we would not offer any strategies that we would not trade using our own money.

The displayed performance consists of actual returns from the date we began trading and everything prior is backtested. You can see the start date of live trading in the footnotes to each performance capsule.

If you are a subscriber who has completed the trial period and want to verify our actual results, please ask us and we are happy to provide you with our brokerage statements.