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General Information |
| Product/Service name: Aggressive Growth Plan
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 2%/year on 1st $250,000
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Brief service description:
Aggressive Capital Appreciation--Seeks to provide aggressive, long-term capital appreciation (5+ years). Suitable for the client who understands and accepts the risk inherent in 100% exposure to stocks on a SIMCO buy signal, and who understands and accepts the risk of 100% exposure to an "inverse" fund when the SIMCO model indicates a high probability of severe negative stock market performance. Our investment objective for the SIMCO Aggressive Growth Plan is to aggressively pursue long term capital appreciation with moderate risk over a complete market cycle. More specifically, our goal is to avoid 80% of bear market losses and to capture 80% of bull market gains, resulting in a superior risk-adjusted return. When our market model indicates a high probability of severe negative stock market performance, we will seek to enhance our return potential through the use of an "inverse" fund. Since we have historically been allocated to the long side in equities only 58% of the time, we believe that the appropriate benchmark for our Aggressive Growth Plan is a 58% NASDAQ 100, 42% 3-month T-bill Index.
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This service is best suited for:
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Markets followed:
| Stocks
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Cash markets
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Mutual funds
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Indices
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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): N/A
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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: Daily
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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:
| Fundamental analysis
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Technical analysis
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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): 9am-6pm
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Support:
| Online help
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Phone support
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Newsletter via email
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Newsletter via website
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Additional Information
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Additional comments:
N/A
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