We Keep Going Up 20% YTD - September 2017 NewsletterSubmitted by Elite Asset Management on September 8th, 2017
We created a rule-based investment process that helps our clients maximize gains and minimize losses, by adjusting to current market conditions based on our proprietary indicators. Our strategies and approach will remove confusion from investing and provide peace of mind through all market cycles.
We offer these strategies with no hidden fees, and no trading charges.
Dear Fellow Investor,
Our strategies continue to perform very well this year, and even though the S&P was relatively flat with only returning 0.31% in August, all of our strategies beat the S&P and some returned over 1.00%.
We sold some of our equity positions in mid-August and raised our defensive hedging positions. This allowed us to reduce volatility and capture the upside for those few strong days we had near the end of the month. This same hedging strategy has allowed us to already be up 1% these first few days into September.
I've recently had a client share with me how he's seen more growth in his portfolio with us since July, then he has with his previous adviser. Who he was with for years and he now has full transparency into his portfolio.
Our YTD performance as of 8/31/17 is listed below:
S&P 500® Index Total Return: 11.93%
Click to view the performance gross of fees as of 8/31/17 for 1 month, 3 month, 6 month, YTD, and 1YR. PERFORMANCE
If you do not follow systematic investment rules, then it is easy to succumb to our emotions that cause us to buy and sell at inappropriate times.
Very Truly Yours,
Basic 401k Strategy
This strategy can be replicated inside most 401k's. This strategy adjusts quarterly and is designed for investors who don't want to worry about up the daily ups and down of the market, yet want to follow the overall trend.
401k Strategy: 15.80% YTD
Recent Blog Posts & News
In an effort to better educate our clients, current and potential. I've created short white papers that explain our approach to investing and what makes us different. I recommend you download them to better understand our investment approach and our firm.
Until next month.