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MODEL STATUS
MARKET CONDITION
CURRENT ALLOCATION
market condition
current allocation
EXITS (INDICATORS) USED IN THIS MODEL:
INDICATOR
TIME-FRAME
STATUS
LAST CHANGE
STARFLUX
US Equities Indicator
SHORT
NONE
Jan 1, 2001
CURRENT ALLOCATION
SECTOR
ALLOCATION
ETF EXAMPLE
MUT. FND. EX.
Name
xx.x
XXX
XXXXX
NITROGEN RISK SCORE

The Risk NumberĀ® from Nitrogen is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio. The patented technology calculates a ā€œrisk scoreā€ on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics.

LONG/CASH VARIANTS AT A GLANCE
MODEL
LONG/CASHSR2/CASH
YTD RETURN
x.xx
%
x.xx
%
STARFLUX INDICATOR CHART
HISTORICAL PERFORMANCE OF LONG/CASH AGAINST BENCHMARKS
MODEL
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
ITD
MDD
LONG/CASH
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
S&P 500 (SPY)
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
60/40 (VBINX)
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
1.23%
SCHEDULED ACTIVITY
UNSCHEDULED ACTIVITY
IN THE MARKET
OUT OF THE MARKET
ADDITIONAL INFORMATION
Reallocation quarterly.
Change in shorter-term trend, determined by the STARFLUX indicator.

Typical trends last weeks to months.
During periods where the STARFLUX indicator is positive (green).
During periods where the STARFLUX indicator is negative (red).
Works best in regular brokerage accounts. Can be very active when STARFLUX changes status frequently.

Emphasis is on the up and down moves within a Bull or Bear market. U.S. focus.
Model Description

The Long/Cash Model is a shorter-term Model whose goal is to be invested "Long" during all intermediate-term uptrends in the U.S. market, and in the safety of cash during all shorter-term down-trends. Activity takes place when a portfolio is established at the inception of each shorter-term uptrend or downtrend.

Construction

When long, equal allocations to the top 5 Type 1 and 2 asset classes from the Indicators &Ā Rankings page.

Portfolios are rebalanced quarterly and at indicator changes.

The performance returns illustrated do not represent actual client accounts and are net of the highest management fee and trading costs which is 0.80%. Returns reflect since inception, one, five and ten‐year periods, and are reflected in U.S. dollars and assume that dividends are reinvested.

The strategies employed may involve technical trading techniques such as trend analysis, relative strength, moving averages, various momentum and related strategies. Technical trading models utilize mathematical algorithms to attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends and there is no assurance that the mathematical algorithms employed are designed properly, new data is accurately incorporated, or the software can accurately predict future market, industry and sector performance.