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 only buy long Exchange Traded Funds (ETFs). We don't sell short, use options or futures.
- 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 by being conservative in unhealthy markets and being more aggressive in healthy markets.
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 consisting 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 23% lower risk because we were out of the market 1/3 the months - much of that during volatile market down trends.
Next we back tested a 401k portfolio back to 1970 with similarly positive results - we started trading our 401k portfolio in January 2005.
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 - live trading began in June 2010.
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
