|
Investment
Programs:
We
do not hold your money. You open an account with Rydex Funds
and we provide the signals to Rydex a few minutes prior to market
close on a daily basis.
We
have four investment programs:
Our
Primary program trades between the
Rydex NDX or SPX 2x fund, the Rydex Inverse NDX or SPX 2x fund and the money market. Active
since December 31, 2005. Our maximum daily exposure is 1.5 times that of
the market itself, but since we spend time out of the market or at
reduced exposure levels, your account is 30% less exposed to the market
overall as the NDX. This results in less risk to your account compared
to the market. The total return over the past six years has been a
number of times greater than that of the market.
Our
2nd program trades between the Rydex 2x
"long" funds and the money market using
a different focus to offer diversification. This program is
sensitive to possible down days and often moves to the money market for
protection. It was introduced November
1,2010. It does not go short. Currently it is targeted at an exposure
level of half that of the market. The program uses a slower moving
algorithm than the Primary Program so last minute market gyrations do
not have any effect on next day's position
The
new Hot Money program is for those clients able to take on overall risk equal to that of the stock
market and able to handle large daily changes up to twice that of the
stock market. The program trades between the Rydex NDX
or SPX 2x fund, the Rydex Inverse NDX or SPX 2x fund and the money market
It can use up to 2x leverage at times, but the overall exposure, which is a major
component of risk, is designed to be the same as that of the NDX. The
program currently uses proven algorithms from our primary program and
will move in the same direction on a daily basis, but due to the
different use of leverage the results over a year's time can be
significantly different.
The
new Retirement program is designed for those investors that are
not comfortable with large swings in the stock market, but still
would like to have the potential for strong returns. This program does
not use any leverage, and is designed to be only 30% exposed to the
markets overall. It is unaffected by last minute market gyrations and
will move long, short or into the money market as required.
Please contact
us if
you would like us to send you a free information package. We are
currently registered in California, Texas, Florida, Michigan New York and Pennsylvania and are
limited to only 5 accounts per state where we are not yet registered so
please check with us.
With
the exception of our "Hot Money Program" our
rates are very low, accounts over $78,000 are only 1% per year on total
investment, paid
quarterly (0.25%/quarter) . Below
$78,000 a flat fee of $15 per week applies (paid quarterly).
The
"Hot Money Program" fees are 2% per year with a minimum of
$195 per quarter.
Rydex
sets the minimum investment amount which is only $15,000. We
recommend that since our fees are a flat rate at that level you would be
better off starting at $25,000 or more.
You
can get additional information on the Rydex Funds from the http://www.rydexfunds.com
web site.
We also work with Jefferson National Financial Corp. to provide our
management services to their Flat Fee ($20 per month) Annuity product
"Monument Advisor" using Rydex funds. This provides tax
deferred compounding. We only offer our "Retirement" program in the Annuity. You can contact them at http://www.jeffnat.com
1-866-667-0561
A
significant portion of our own funds are invested in these programs.
If
you would like to speak to me directly please call me at 1-800-556-2226
or 1-310-459-7528
Best
Regards,
John
Vitale
|
