Investors have dynamic risk preferences
We believe you shouldn't have a binary reaction to stock market behavior, but rather respond by moving to a more favorable market subset.
Stay
Invested
Getting in and out of the market is a recipe for making mistakes. We look to be in the best subset of the market at the time.
Stay
Rational
Humans are emotional creatures. Money compounds those emotions. By shifting within an asset class, we can provide an emotional relief valve.
Stay
Informed
We have a process oriented, rules-based investment model that is behaviorally sensitive to market changes. We share the market behavior we observe so your behavior remains better aligned.
INSURANCE
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U.S and International Equities
We dissect market cap (Large Cap, Small Cap, Equal Weight) and market factors (Momentum, Minimum Volatility). We also pursue Global and International equity investing opportunities.
Bonds/Fixed Income
We get surgical in this space, given the current low yield environment. We look at duration, quality, nationality, and issuer.
Hedging Strategies
Everyone has a different appetite for diversifying outside of stocks and bonds. We explore commodities, real estate, currencies, inflation, and risk on/risk off elements.
Finally, an investment strategy built around behavior
Developed based on the concepts of market trends and human behavior, Market Behavior Trends provides actionable insights to improve your behavior and stick with an investment strategy.
This report deploys tactical investment opportunities that align market and investor behavior using an optimization process. We don't time the market, we sacrifice being first to make sure we are more likely to be right.
Frequently Asked Questions
What makes your approach unique and desireable?
We recognize that markets and humans both mis-behave. We also realize that attempting to time the market with a binary all in or all out approach doesn't work. We have a process to identify trends that work in the long run, while making short-term adjustments. This process tries to identify when we should be emphasizing the upside of returns or the downside of risk. Our approach is "buy and mold" rather than "buy and hold".
What do I get with my subscription?
Full access to our latest subset in favor - our charts and current performance results. We will also email you whenever any of our triggers hit for the subsets we monitor.