FAQs
Which ETFs do you recommend with your timing models?
US Growth Funds: SPDR Wilshire Total Market (TMW)
US Bond Funds: iShares Lehman Aggregate Bond (AGG)
US High Yield Bond Funds: IShares IBOXX $ High Yield Corp Bd (HYG)
International Bond Funds: SPDR Lehman Intl Treasury Bond (BWX)
International Growth Funds: Vanguard FTSE All-World ex-US (VEU)
Asia Funds: iShares MSCI Pacific ex-Japan (EPP)
Europe Funds: Vanguard European Stock (VGK)
Japan Funds: iShares MSCI Japan Index (EWJ)
Latin America Funds: iShares S&P Latin America 40 Index (ILF)
Precious Metals Funds: streetTRACKS Gold Shares (GLD)
Dow Jones Industrial Average: Diamonds Trust, Series 1 (DIA)
S&P 500 Index: SPDRs (SPY)
S&P 400 Index: iShares Mid Cap 400 Index (IJH)
Nasdaq Composite Index: Fidelity Comp Index Trading (ONEQ)
Nasdaq 100 Index: Powershares QQQ (QQQQ)
Russell 2000 Index: iShares Russell 2000 Index (IWM)
Wilshire 5000 Index: SPDR Wilshire Total Market (TMW)
Are your timing models short-term, intermediate-term, or long-term?
All of our timing models are oriented towards the intermediate trend. We define the intermediate trend as a period between several weeks and several months in duration. Focusing on the intermediate trend allows us to control risk effectively without subjecting your invested capital to the wide price swings that are associated with major trend following systems, such as a 200-day moving average.
How much should I allocate between the various types of monitored markets?
We don't provide asset allocation advice to subscribers. The whole idea of balancing a portfolio with some combination of equities, bonds, and gold assumes that a portfolio maintains a fully invested position 365 days a year, year in and year out. Our timing strategies inherently reduces the risk that asset allocation attempts to accomplish.
How should I use your top monitored funds list?
Each weekly newsletter lists the top monitored funds in relative strength in categories corresponding to our timing models. We also provide 10-day performance (short-term), 50-day performance (intermediate-term), and 100-day performance (intermediate to long-term). Combining our timing models with top monitored funds is a powerful way to accumulate profits while managing downside risk. Simply purchase funds high in relative strength when the timing model for that particular market is on a buy signal. For instance, when our Asian Funds Timing Model generates a buy signal, invest in the highest no-load Asian fund in our most recent newsletter relative strength list - or just invest in your favorite Asian fund. This approach will work well if you have the discipline to follow it.
When is the newsletter published?
Our newsletter is published Sundays and uploaded to our web site; subscribers receive an email link to the current issue as soon as it is posted. Hotlines are emailed on as-needed basis before 11 pm, Eastern time, Monday through Thursday. About four times a year we'll take a break and publish abbreviated reports.
What is your cancellation policy?
If you're not completely satisfied with our newsletter, for any reason, we will provide a pro-rated refund based on the number of remaining complete calendar months - no questions asked.
I'm too busy to do this! Can you manage my portfolio?
We offer a money management program for the benefit of subscribers who had neither the time, discipline, or inclination to follow the newsletter recommendations. We are accepting new clients in our Rydex Momentum Portfolio ($100,000 minimum, 2% annual fee), High Yield Bond Portfolio ($100,000 minimum, 1% annual fee) and Precious Metals Portfolio ($50,000 minimum, 2% annual fee). Please contact us to learn more; note that we require your name, US postal service address, phone number and email address before we can respond.
More questions? Contact us for assistance.
