The first step upon the path to success is equipping your life savings with Market Guard™. The chart below is a hypothetical example of how Market Guard™ utilizes a non-emotional, methodical, mathematical algorithm to signal when to sell, buy, and hold the individual investments within the portfolio.
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Market Guard™ was created with one simple concept in mind: to empower clients with the highest probability of investment success while helping to 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 track the investment positions on a daily basis, establish targeted stopping points, and signal when to exit the markets and move to cash.
This is easier said than done, as oftentimes 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 the necessary intelligence indicators to achieve the level of success they deserve.
Market Guard™ is a non-emotional, methodical, mathematical algorithm that utilizes a sophisticated set of intelligence indicators known as the Dynamic Wealth Indicator™. This indicator consists of a custom blend of technical indicators that enable the following important investment decisions to be made without hesitation:
When to Sell – The Dynamic Wealth Indicator™ will assess the individual positions in the portfolio and signal the opportune time to divest. Based upon the indicator, it will communicate the quantity of shares to sell in an effort to help protect from unnecessary losses and volatility.
When to Buy – The Dynamic Wealth Indicator™ will assess the individual positions in the portfolio and signal the opportune time to invest. Based upon the indicator, it will communicate the quantity of shares to purchase.
When to Hold – The Dynamic Wealth Indicator™ will assess the individual positions in the portfolio and signal the need to remain invested. Based upon the indicator, it will communicate the importance to hold the current number of shares purchased.
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, it is crucial as to how a portfolio is constructed, and when it is rebalanced, in order to achieve optimal success. Our investment portfolios take into account both short-term downside risk and potential long-term upside. Your money is too important to invest without intelligent asset allocation that considers all factors and the potential outcomes that may be presented.
Monitoring and Rebalancing
We review and monitor the investments selected inside the portfolios on a daily and monthly basis, according to our investment discipline. Changes to the asset classes are executed when market conditions, coupled with our research, dictate. When it is advantageous, a portfolio will be rebalanced, keeping focus on asset class risk.
Life’s unpredictability demands flexibility. Our portfolios are free from contracts and 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.