Our Mission
Our mission at MarketHealth LLC is simple: “
Provide Peace-of-Mind and Financial Independence for long-term Investors”.
Our Strategy & Goals
We accomplish this through a disciplined, long-term approach that outperforms the S&P 500 yet manages risk. Our
MarketHealth® Sector Rotation Strategy keeps you invested in long-term market up trends and our
Asset Protection Strategy conservatively protects your profits during unhealthy or down trending markets. Our goal is to make money in both up and down markets by seeking safety in safe haven investments during higher risk periods.
Our Products
We offer two newsletter portfolios that can be easily traded in your existing brokerage accounts. The
MarketHealth® 401k investment newsletter is ideal for retirement and other conservative accounts – while the
MarketHealth® Global investment newsletter is more slightly more aggressive with investment choices not available in most retirement accounts. Both portfolios use similar long term investment approaches.
Our Philosophy
MarketHealth LLC was founded with the following investment principles.
- Our goal is to make money in BOTH up and down markets.
- We do NOT try and predict the market. We simply react to the reality of today.
- Emotions limit our investing success.
- Investments move in trends. Trends can last much longer than people expect.
- We buy the investment choice that is performing best, and is in a long term up trend.
- Selling is emotionally difficult. This is the most important lesson in investing.
- The only way to make money over the long term is to not lose money.
- We keep losses small, and protect profits to out-perform the market in the long term.
- Treat each signal as if it were the start of something big... Act on it.
The bottom line - over 90% of the years have been profitable following our strategies. We are out of stock investments 1/3 of the time, yet we out-perform the S&P 500 significantly.
Extensive Back Testing to 1900
Our strategies have been extensively back tested to ensure robust performance in nearly all market environments. Originally, we tested a portfolio of the S&P 500 and bonds back to 1900 using our strategies. This "stress test" covered 2 world wars, the great depression, the recessions of the 1970s and 2000s, the go-go 1980s and late 1990s etc. The result? Our annual returns were twice the S&P 500 - and with lower risk.
Next we back tested a 401k portfolio back to 1970 with similarly positive results. The 5 year live trading record of our 401k portfolio has been strong – with more than 30% in profits versus losses for the S&P 500 with lower risk (volatility) as well.
Finally we tested a portfolio of individual country stock indexes as well as indexes for many types of natural resources back to 1995. In all over 40s sectors and ETFs have been back tested using our non-emotional investment strategies. Recently we have launched our global portfolio which adds Exchange Traded Funds (ETFs) for emerging markets, natural resources and gold to the original 401k portfolio.
Who Are We
MarketHealth LLC offers clear advice on trading a long term 401k, IRA, or any long-term focused investment account. This is not personalized advice - MarketHealth LLC and MarketHealth® 401k newsletter and MarketHealth® Global newsletter are not registered investment advisors.
You Trade in Your Existing Account(s) - Simple With Infrequent Trades
The MarketHealth® 401k Advisor is simple – giving you concise, specific, and timely advice on which investment switches to make in your existing account(s). It is easy to follow - with only a few trades during the typical year. We only trade long in simple to trade ETFs – we do not utilize options,
futures, or short selling. Learn more how we can help you achieve your
financial goals.
MarketHealth 401k Newsletter MarketHealth
Global Newsletter
For
retirement long-term accounts
For
non-retirement accounts. Includes
emerging market, resource, & gold ETFs
