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General Information |
| Product/Service name: Focused Sector Opportunities
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 2.25%
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Brief service description:
This product is designed to outperform the broad US stock market by capitalizing on the strong trending anomalies exhibited by market sectors and groups. Analysis includes overbought/oversold, momentum, relative strength, and price volatility. 5 week alpha projections are combined with confidence and risk measure to select three group we believe wi outperform the market. The product exceeded the S&P 500 by over 20% for the year ended 8/31. We use Fidelity Select funds and Rydex sector funds.
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This service is best suited for:
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Markets followed:
| Industrial groups
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Mutual funds
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Brokerage Information
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Brokerage services:
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| Minimum account size (ex. $2000): $25,000
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| Base commission rate (ex. $19.95): 0
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Brief explanation of margin rates, if applicable:
N/A
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Are discretionary account management services offered?
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Recommendations
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| Recommendations made: No Recommendations offered
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Recommendations made via:
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Buy Recommendations:
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Sell Recommendations:
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Recommendations and research based on:
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Features
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| Performance reports: Yes
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| Does this service offer futures and options trading? No
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Charts:
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Technical features:
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Support
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| Hours available for contact (EST): 8:00 - 5:00
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Support:
| Phone support
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Newsletter via website
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Newsletter via mail
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Additional Information
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Additional comments:
N/A
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