Losses are linear, growth is geometrical
(A 30% Loss Requires a Gain of 42.86%)
As a non-discretionary investment advisor, all clients authorize all transactions
Fundamental #1
- Track and monitor the sectors within the major indices
Fundamental #2
- Seek market sectors that are meet and or exceed their respective index
Fundamental #3
- Track and monitor the Industries (relative to their sectors) that meet and or exceed the overall sector performance
Fundamental #4
- Track and monitor the stocks (relative to their Industry) that meet and or exceed the overall Industry performance
Fundamental #5
- Once an equity is acquired (either at market or a limit order) we will purchase a Stop Price to protect the initial downside. When/if the acquired equity meets a specific return we will cancel the Stop Price and acquire a Trailing Stop Price which is determined by a ratio calculation (these are good for six months)
Fundamental #6
- If/when a bullish markets yields its head, we will consider utilizing leveraged ETF's to enhance one's returns
Fundamental #7
- If/when a bear market yields its ugly head, we will allow the Stop Price /Trail Stop Price to exercise their pre-determined selling price and hold sold equities in Cash. (i.e. the last three months of 2018 showed our Cash holdings as a Firm grow from 28%-48% respectively)
