
The Total Novice
So you don’t know a thing about investing? Maybe you don’t even have a trading account? Perhaps you delegate all your investment decisions (and money) to a registered investment advisor or popular online platform in whom you place a nervous trust and a percentage your own assets in annual fees? Or maybe you think you need gobs of money to be an investor or just think markets are too confusing, too mysterious or even too crazy to ever grasp or approach? Or perhaps you just abhor investing. We understand…

The Experienced Trader
Experienced traders will immediately recognize the technical and fundamental analysis behind our weekly Market Signals. Our preliminary technical screening includes directional movement, Bollinger and Keltner bands, momentum and moving average analysis, pattern recognition, price divergence and convergence, rate of change, relative strength, sector rotation, support and resistance analysis, trading envelope development, volatility expansion & breakouts...

The Dabbler
Like the majority of today’s investors, you’re someone who dabbles in the markets. This often (but not always) means you leave a bulk of your portfolio construction and management to an online or Main Street financial advisor or in a retirement account managed by corporate programs. These groups offer preset portfolios you select based upon your “risk profile”—i.e. Conservative, Moderate or Higher Risk. Likely Getting the Standard Treatment.

The Auto-Pilot Investor
Like so many busy people today, you likely surrender most of your investment management decisions to an online service, Main Street advisor, 401K program or even a fancy bank advisory service. These advisors, almost without exception, favor a largely passive, index-heavy, “buy and hold” portfolio approach supported by a time-tested (and easy to manage) faith in passive investing through up and down cycles. We appreciate the statistical evidence behind this approach, but frankly, we feel it’s the wrong path to be on in the post-08 markets.