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Algo 1
Aggressive
Algo 2
Aggressive
Algo 3
Conservative
Algo 4
Aggressive
Algo 5
Mod. Aggressive
Algo 6
Aggressive
Algos 1-6
Mod. Aggressive

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2006+0%+0%+0%+0%+0%+0%+2%+8.7%+4.4%+5.1%+2.4%+3.9%+29.4%
2007+0%-1.5%+6.2%+1.4%-1.4%+2.2%-5%+12.7%+10.6%+1.2%+2.4%-0.6%+30.3%
2008-4.7%-7.9%+19.2%+14.4%+7.8%-2.7%+6.5%+0%-16.5%-15.1%-9.2%+16.9%+0.6%
2009+4.6%-11%+23.6%+23.6%+33.3%+1.5%+12.9%-0.3%+2.9%-10.1%+2%+7.3%+119.7%
2010-0.5%+8.2%+3.7%+2.6%-6.9%+6.4%+6.5%+0%+6.1%-0.2%-1%+1.7%+28.7%
2011-1.4%+5.4%+2.8%-0.4%+1.5%-2.8%+0.2%+4.3%-5.6%+4%-1.9%+3.1%+8.8%
2012+7%+0.7%+1.7%+0.2%-1.4%+6.3%+1.3%+1.6%+3.2%-1.1%+1.4%-2.1%+19.9%
2013+6.6%+0.7%+0.3%-0.9%+1%+6%+0.4%-2.7%+0.1%+3.5%+0.1%+3.4%+19.7%
2014-2%+2.3%+1.6%+2.3%+2.5%+1.6%-0.4%+2.3%-2%+0.2%+1.3%-5.5%+4.1%
2015+2.4%+0.7%-0.6%-0.6%+1.1%+1.6%+2%-4.9%-3.7%+2.7%+4.3%+7.7%+12.7%
2016-4.7%-2.3%+6.4%-0.6%+0.9%+4%+0.1%+1.5%+2.8%-1.9%-1.5%-0.4%+3.9%
2017+2.9%+2.5%+0.5%+4.1%+1%-0.9%+1.5%-4.1%+3.6%+0.9%+0%+2.7%+15.3%
2018-0.6%+1%-0.5%+4.8%+1.8%+0.7%+1.8%+0.1%+1%-0.8%-0.4%-2.9%+6%
2019+9.5%+2.7%+1.9%+1%-0.5%+5.1%+0.4%+2%+1.9%+3.6%+2.6%+0.1%+34.1%

 

Description:

This model best suits conservative investors. It switches between various cefs based on proprietary developed
algorithm adapted to changing market conditions.The model uses no leverage.
The minimum recommended investment is $4000.

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