At Jenkins Wealth, we believe the first step upon the path to success is equipping your life savings with our investment strategy known as Market Guard™. At its core, Market Guard™ is designed to signal when to sell, buy, and hold the individual investments within the portfolio.
Market Guard™is an investment strategy that was created with one simple concept in mind: to help empower clients with the highest probability of investment success while strivingto protect their life savings along the way. The first rule to making money is to not lose money. This is why the primary functions of Market Guard™ are to monitorthe investment positions on a daily basis, establish potentialstopping points, and signal when to exit the individual investment selectionsand move them to a position of less volatility.
This is easier said than done, as often times human emotions affect rational investment decisions, regardless of the level of experience. At Jenkins Wealth™, we understand the challenges that face investors every day; therefore, we created Market Guard™ to help equip our clients with a strategy we believe will helpto achieve the level of success they deserve.
Market Guard™ utilizes a Tactical Asset Allocation model, which is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors. This strategy provides the opportunity to create extra value by taking advantage of momentum in the marketplace. Market Guard™ is comprisedof a blend of technical indicators selected and monitored by Jenkins Wealth.Technical indicators are mathematical calculations based on the price, volume, or open interest of a security or contract. The purpose of utilizing technical indicators, along with fundamental analysis and market observation, is to help provide the basis in order to perform the following important investment decisions:
When to Sell –Market Guard™ will assess the individual positions in the portfolio and signal a possibleopportune time to divest. Based upon the analysis of current market conditions, we will determinethe quantity of shares to sell in an effort to help protect from unnecessary losses and volatility.
When to Buy –Market Guard™ will assess the individual positions in the portfolio and signal a possibleopportune time to invest. Based upon the analysis of current market conditions, we will determinethe quantity of shares to purchase.
When to Hold – Market Guard™ will assess the individual positions in the portfolio. If there are no signals to sell or buy particular investment positions, then the strategy will remain unchanged.Based upon the analysis of current market conditions, we will determinethe importance to hold the current portfolio allocation.
Other important aspects that are a part of the overall strategy and design of Jenkins Wealth’s portfolio design are:
Intelligent Asset Allocation
Research shows that asset allocation can be one of the most important factors to influence an overall portfolio. In our opinion, more than 90% of a portfolio’s success is determined by asset allocation. Therefore, crucial to the optimal success of a portfolio, is how it’s constructed, and when it’s rebalanced. Our portfolios take into account both short-term downside risk and potential long-term upside. Your money is too important to invest without an intelligent asset allocation that considers many factors and the potential outcomes.
Monitoring and Rebalancing
We review and monitor the investments selected inside the portfolios on a daily and a monthly basis. According to our investment discipline, the evaluation period to determine if a rebalance is in order will be conducted based upon the close price of each individual investment position, at the close of each month. Should a rebalance need to occur, the potential trade dates will be between the 1st– 15thof the following month.
Life’s unpredictability demands flexibility. Our portfolios are free from contracts or the use of investment selections that would restrict or limit the ability for a client to request their funds. This type of portfolio construction is what permits access to your money in the event of unexpected financial obligations, real-time emergencies, or just the desire to access your money. Clients’ accounts are held at Charles Schwab.