The Treasury Income Plus (TIP) Portfolio:
This portfolio was created for clients desiring the
concept of U.S. Treasury investments when our Timing Model is
on a Buy Signal but wishing to have their investment capital working
for them at other times. This account combines the objectives
of
our Dividend Accumulation Income Account with our U.S. Treasury
capital preservation strategy.
The Treasury Accelerator Account:
This portfolio is designed to take advantage of U.S. Treasury
investment markets during times of both rising interest rates and
declining interest rates. When interest rates are declining, this
account uses our traditional U.S. Treasury capital preservation
strategy. When interest rates are rising, which is negative for
fixed income investments, this account will switch portfolios into
rising rate bond fund investments. These investments which move
up in price as interest rates move up are made available by the
very popular ProFunds and Rydex Fund Family of Funds.
The objective of this portfolio is to accelerate investment returns by capturing
price appreciation in both rising and declining interest rate markets offered
by switching between these two investment vehicles. At times of non-direction
in interest rates, monies will be temporarily parked in the safety of Money
Market Funds or cash equivalent investments.
Dividend Accumulation Capture Program: This account is designed to invest only in dividend
paying securities which are identified by the use of our unique
cycle analysis, to be able to increase in price after their ex-dividend
and payment record dates. The objective of this account
is to achieve its income growth through the capture and accumulation
of dividends. At times, in anticipation of dividends about
to be paid in some securities, these investments increase in enough
value prior to the dividend date where sales may be made capturing
just the price appreciation.
Conservative Monthly Income Account: Designed to maximize
return with a minimum of risk and invests primarily in dividend
paying securities. Capital preservation, combined with low risk,
and prudent growth is our goal. This account is for the conservative
investor who requires the assurance of a portfolio designed to
generate a fixed stream of monthly and annual income.
|