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Stock Sector Rotation Investment Strategy

Sectors rotate leadership over long periods of time - often years.  Our Sector Rotation Strategy helps keep you in the leading broad sector during long-term up trends.  This approach allows us to outperform the market during long-term, stable up trends.  We invest only in broad diverse sectors such as the S&P 500, Nasdaq, small cap stocks, international stocks, bonds and money market funds. 

Safety During Market Down Trends

Our Sector Rotation Strategy moves us 100% to safe haven investment choices to protect our hard earned profits during market down trends, or times of unhealthy volatility.  This allows us to avoid the substantial declines in investment portfolios that severely reduce most investors' long term performance.   Subscribers moved safely to money market funds in August 2007 - thereby avoiding the entire correction of 2008 and 2009.  The chart to the right highlights how powerful this approach can be in terms of performance and safety.   

A Strong Offense and a Strong Defense

Essentially we have a strong "offense" and a strong "defense" that allows us to generate profits in the leading sector during healthy markets, then conservatively protect profits during unhealthy markets.  This flexible strategy based on the long term health of the market allows us to have 1/5 the draw down and 40% less volatility than the S&P 500 - yet win 2:1 long term.

Significant Performance Advantage

Our Stock Sector Rotation Strategy has resulted in a profit of 38%, versus the S&P 500's loss of 13% since live trading began January 2005.  Back testing to 1970 resulted in our strategy outperforming the S&P 500 2:1.  Whether the markets go up or down, we have a simple strategy to win long term.

Clear Advice for your Existing Accounts


You receive concise advice on which investment switches to make in your existing investment accounts.  It is easy to follow - with only 2 trades during the typical year.  Designed for any long-term investment account, including 401ks and IRAs.  Learn why our subscribers have confidence and peace of mind regarding their investments - regardless of the investing environment.



 

 Investment Performance