The Risk NumberĀ® from Nitrogen is an objective, quantitative measurement of an investorās true risk tolerance and the risk in a portfolio. The patented technology calculates a ārisk scoreā on a scale from 1-99, utilizing a scientific framework that won the Nobel Prize for Economics.
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Otherwise, this follows the Sector Rotation 2 model.
The Risk-Managed Energy Model is a longer-term low-activity Model whose goal is to identify and invest in longer-term uptrends in Energy, while managing the risk of investing in this highly volatile market by identifying and avoiding its longer-term downtrends. Trends are identified by the proprietary Energy ASTROTREND. When Energy is in a downtrend, funds are invested in a non-Energy model.
When the Energy ASTROTREND is positive (above zero), 100% of the model's funds are invested in shares of XLE, an energy sector ETF. When the Energy ASTROTREND is negative (below zero), 100% of funds are invested in the Sector Rotation 2 model.
Visit the online Portfolio Toolkit for positions.
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 tenāyear 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.
