KEEPING UP WITH
THE JONESES
AT A
GLANCE
"Sell in May and go away" is a well-known financial-world adage, based on the historical under performance of the overall market in the "summery" six-month period commencing in May and ending in October, compared to the "wintery" six-month period from November to April.
We have taken this basic market premise and turned up the intensity on it to produce a strategy which will look at maximising returns during up periods whilst maintaining momentum when the markets are traditional stagnant. This is done using a mixture of Index's as well as a basket of bond positions.
BY THE
NUMBERS
EQUITY
GROWTH
Starting balance of $100,000 USD
HISTORICAL
PERFORMANCE
ASSET
ALLOCATION
INVESTMENT
STRATEGY
The Sell in May and Go Away strategy deploys the age old wisdom of the markets having a tendency to under perform in the summer months (northern hemisphere) and over perform in the winter. To that end, we have split the year in to two zones, the power zone and the danger zone. During each of these periods we bias either bonds of the market, using a range of proprietary algorithms to determine the our risk tolerance and where and when to exit.
This strategy also has inbuilt into its mechanics the ability to go to cash and stay there for a certain amount of time, until pre-set conditions are met again. As this is only one part of a larger portfolio of strategies, being in cash within this strategy for a few months can be handled.
