Following daily updated equity curve and drawdown charts are produced from Retirement Smart portfolio. Portfolio return and drawdown calculations are not audited and are provided by Analytic Investment Management LLC for informational purpose only. Portfolio return and drawdown data net of custodial and trading expenses are directly obtained from one separately managed brokerage account at Interactive Brokers and reflect the deduction of annual 2.0% management fee on daily basis.
Past performance is not indicative of any future result. Investing in this portfolio involves risk, including the risk of principal loss. Don’t invest with money you can’t afford to lose. Standard & Poor’s 500® Total Return (S&P 500®TR) is comprised of 500 stocks representing major U.S. industrial sectors. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“S&P”). Charts and S&P 500® Total Return data are provided by Sheets – Google Docs.
Retirement Smart integrates multiple portfolios to provide diversified broad exposure to different investment strategies in one single account covering all investment styles, including large cap, mid cap, small cap, micro cap, growth, value, and absolute return. Portfolios used in Retirement Smart can be rotated or changed from time to time based on market conditions.
TIME HORIZON AND INVESTMENT OBJECTIVE
Long term growth of capital.
Higher than US stock market.
Long and short (using inverse ETFs/ETNs to short).
Individual stocks, 3X leverage equity/fixed income/volatility ETFs/ETNs.
Diversified stocks/ETNs/ETFs positions.
ANNUAL MANAGEMENT FEE
2.0%, prorated on a daily or monthly basis.
In my nearly fifty years of experience on Wall Street, I’ve found that I know less and less about what the stock market is going to do but I know more and more about what investors ought to do; and that’s a pretty vital change in attitude. The first point is that the investor is required by the very insecurity ruling in the world of today to maintain at all times some division of his funds between bonds and stocks.
Individuals who cannot master their emotions are ill-suited to profit from the investment process.
The investor’s chief problem – and even his worst enemy – is likely to be himself.
Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.