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Note: This Strategy Preview Page shows a highly edited version of the Premium Strategy Page that subscribers can access with updates each week. The un-edited information presented on this and other Preview Pages is actual data that we update once per month.

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STRATEGY DESCRIPTION

The "S&P 500 AGGRESSIVE: Dynamically Leveraged Bull & Bear Strategy" rotates into the optimum long or short, leveraged or non-leveraged, S&P 500-based ETF at any given time, whether in a bull market, a bear market, or a sideways market. The strategy holds one ETF. The level of bullishness or bearishness is determined by the status of the business cycle and status of the market's internals. The SP500-Aggressive Strategy boasts a compound annual growth rate of about 28% since inception in 2006. In the last 12 months, the performance has increased, and the strategy has returned 39% compounded annually.

Note: Our shortened designation for this strategy is: SP500-AGG

 
 

 

 

Strategy Preview Page

S&P 500 AGGRESSIVE

SUMMARY PORTFOLIO RESULTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

S&P 500 AGGRESSIVE (1-ETF ) SUMMARY

This strategy holds one ETF - the optimal S&P 500-based ETF at any given time from 4 possible choices, or a cash-proxy, the 1-3 Year Treasury Bond ETF (SHY). The ETF selected by the strategy's algorithms may be the long or short, levered or un-levered choice from a four-ETF S&P 500-based Universe (open the Strategy Description link above for further details).

 

 

 

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S&P 500 AGGRESSIVE (1 ETF):
DYNAMICALLY LEVERAGED BULL/BEAR STRATEGY

MOST RECENT CHANGES

Strategies are updated each week, and if holdings are changed, those details are posted at this location on the page.
Otherwise, the last change remains posted along with its date, shares, and links to more details.

 

* Click on each ETF's ticker in the above table to open an external page of news, charts and statistics.

 

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Preview Data

EQUITY CURVE CHARTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

S&P 500 AGGRESSIVE (1 ETF):
DYNAMICALLY LEVERAGED BULL/BEAR STRATEGY

PERFORMANCE CHART SINCE INCEPTION (July 1, 2006)

NOTE: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 (large-cap) ETF (SPY). The red line is the strategy's performance since inception.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription strategy charts and data is updated weekly.


S&P 500 AGGRESSIVE (1 ETF):
DYNAMICALLY LEVERAGED BULL/BEAR STRATEGY

PERFORMANCE CHART (LAST 12 MONTHS)

NOTE: The blue line shown as the benchmark is a buy-and-hold of the S&P 500 (large-cap) ETF (SPY). The red line is the straegy's performance for the last 12 months.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription strategy charts and data is updated weekly.


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Preview Data

KEY STATISTICS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 


S&P 500 AGGRESSIVE (1 ETF):
DYNAMICALLY LEVERAGED BULL/BEAR STRATEGY

PERFORMANCE STATS - MONTHLY AND YEARLY

 
 
TRADING STATISTICS

 

 

RISK MEASUREMENTS

 

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TRANSACTIONS / CLOSED POSITIONS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription Strategy (paid) pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

 

S&P 500 AGGRESSIVE (1 ETF):
DYNAMICALLY LEVERAGED BULL/BEAR STRATEGY

LAST 20 TRANSACTIONS

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S&P 500 AGGRESSIVE (1 ETF):
DYNAMICALLY LEVERAGED BULL/BEAR STRATEGY

REALIZED (CLOSED) POSITIONS (JULY 1, 2006 - Present)

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