Market Update - May 2017 - Still Going StrongSubmitted by Elite Asset Management on May 4th, 2017
We created a rule-based investment process that helps our clients minimize losses, by adjusting to current market conditions based on our proprietary indicators. When the markets are performing well, we'll shift to holding more equities, however when the markets are performing poorly, we'll shift to more defensive vehicles, either cash or bonds.
Our strategies and approach will remove confusion from investing and provide peace of mind through all market cycles.
We offer these strategies with no hidden fees, and no trading charges.
Dear Fellow Investors:
I know I've said this before, but our strategies continue to perform exceptionally strong in 2017. We have 4 strategies that are beating the S&P500 YTD and we continue to beat our benchmarks by a wide margin. Retirement planning is much simpler when you have the peace of mind knowing that you have a strategy for up and down markets. As you don't need to "guess" what the market will do and miss out any upside or fear a correction.
Our strategy performance is listed below:
S&P 500® Index Total Return: 7.16%
Click below to view the performance gross of fees as of 4/30/17 for 1 month, 3 month, 6 month, YTD, and 1YR.
You can view performance on our webpage HERE.
If you do not follow systematic investment rules, then it is easy to succumb to our emotions that cause us to buy and sell at inappropriate times.
Please forward this email to any family, friends, or colleagues who need peace of mind and could benefit from our investment approach.
Very Truly Yours,
Basic 401k Strategy
This strategy can be replicated inside most 401k's. This strategy adjusts quarterly and is designed for investors who don't want to worry about up the daily ups and down of the market, yet want to follow the overall trend.
401k Strategy: 5.90% YTD
Recent Blog Posts
Here is my recent blog post about how fee's determine how much money you'll have in retirement, and you can read it here Impact of Fee's.
Until next month.