Our Investment Process
STEP 1: Identifying Global Trends
We monitor all global trends daily including stocks, currencies, commodities, precious metals, bonds and interest rates. We identify cycles and correlations that allow us to profit from long term trends, while avoiding long-term downtrends!
STEP 2: Screening and Selecting
Our technical analysis screens through countries, asset categories, and industry sectors objectively which then enables us to construct our portfolios. We manage our portfolios dynamically by constantly screening and upgrading with stronger trends.
Risk Control: selling investments when trends move against us to preserve capital.
We adhere to disciplined risk management to mitigate potential losses from adverse trend changes. That is when the channel changes direction, we get out to prevent long -term downtrends.
Again, we are firm advocates of “Selling Losers and Holding Winners”
Capital Preservation, by selling securities that fall below channel supports.
Capital Growth: Maximizing profits by holding on to long-term uptrends.
Our entry points are based on signals generated by our technical indicators or breakout patterns that suggest the continuation of long-term trends.
