SYNERGY FUND STRATEGY
"It's Like Running Your Own Diversified Private Fund With a Low Risk Profile"
PROFILE
The SYNERGY FUND STRATEGY is a diversified portfolio of stocks that get automatically “re-balanced” via the Auto-Trade Portal software. It is designed to be a conservative and diversified investment strategy that offers a simple to operate personal wealth management system for a retirement or cash type brokerage account. What makes it unique and profitable is that it takes into consideration market ups and downs and using Stockjumpers intelligence tools “re-balances” the portfolio periodically with bias on the side of the trending direction. The goal is to produce consistent and reliable returns no matter how volatile the markets may become. This is why we consider it the safest of the StockJumpers risk-reward strategies.
Here is how it works. The portfolio consists of a basket of stocks as follows:
VTI broad market 3500 stocks (pays a 1.9% div)
TIL of VTI
SOXL / SOXS (semiconductor bull/bear pair)
NUGT /DUST (gold bull/bear pair)
to view a complete description of each stock profile.
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These assets are all ETFs from different market sectors with some having an inverse pair relationship. (For example the gold ETF pair which makes up 20% of the portfolio is NUG/DUST, and trades in correlation with each other. When one is up the other is down) The intelligence tools we use – “re-balance” the allocation of that pairs weight in the portfolio on a periodic basis taking advantage of the current trends and how it may react based on market events.
PERFORMANCE
We are targeting returns of 15-20% per year for this low risk conservative investor strategy.
INSERT PERFORMANCE CHART HERE
QUICK FACTS
STRATEGY NAME: SYNERGY FUND STRATEGY
ACCOUNT MINIMUM: 10K
START DATE: 2019
POSITION TYPES: LONG ONLY
EVENTS TRADED: DIVERSIFIED
PARTICIPANT LEVEL: CONSERVATIVE INVESTORS
RISK LEVEL: LOW
AUTO-TRADE PORTAL: YES
RETIREMENT ACCOUNTS: YES
TRADE ACTIONS
About every 2 weeks this basket of stocks gets reviewed and “re-balanced” or as market conditions may dictate. the Strategy Manager runs the trajectory models for each instrument in the portfolio and then a “re-balancing” signal is sent out, and depending on the members settings and approvals it will re-allocate the share interest in the basket. Selling off a % of some and buying a % of another, until its balanced for the best returns, based on market conditions and trends. As trading activity is light, this can be a one time set-up process for a member, and then allow it to run on auto-pilot. For more details on the Auto-Trade Portal software and how it works visit the link.
BROKERAGE
Your fund can be operated in a cash account and is suitable for retirement and 401ks. This strategy requires a subscription to the Auto-Trade Portal to perform the re-balancing function. The suggested minimum capital is $10,000.
RISK FACTORS
This strategy is considered low risk and trades a diversified basket of stocks. The model portfolio that members can mirror gets re-balanced approximately twice per month or as needed based on real market conditions. For details see all “Risk Factors” in the Terms of Use Agreement and the legal page.