Designed For Maximum Tax Efficiency
Better Momentum Matters
While most Indexes focus on a slice of the market, such as sectors, factors, or themes, our indexes are complete, self-contained tactical portfolio management systems that evaluate dozens of ETFs each month seeking the best portfolio of the four things investors want most.
Alternatives Competitive Landscape
The EZ-AL Index Speaks for Itself
The primary problem with the performance of “alternative funds” is the industry’s fixation on broad diversification of illiquid assets to mitigate risk and thus its inability to employ momentum to rotate out of a poorly performing asset and into a more profitable one. Thankfully, holding assets for extraordinary periods of time to achieve LTCG tax rates has become unnecessary with the advent of SumGrowth’s EZ-Indexes that employ defensive-momentum to both avoiding risk and achieving better returns.
Tax Efficiency Matters
Get LTCG Tax Rates in a Taxable Account
EZ-Indexes often make short-term momentum and defensive trades seeking to own leaders and avoid laggards. While tax-deferred IRA and 401(k) accounts have changed the game for active traders, NQ (taxable) accounts can also provide tax-deferred growth by employing ETF exchange-in-kind principles! The chart and spreadsheet illustrate how it’s better to actively trade an Index like EZ-MO (with or without exchange-in-kind tax benefits) than it is to annually (and belatedly) trade an average basket of stocks.
Setting Better Short-Term Expectations
Investment Understanding Confirmation
The purpose of this document is to help everyone better understand that the shorter term character of this portfolio is naturally quite different from its longer term averages. Patience is a good thing! Although momentum is not always reliable in the short term due to ever-evolving world events, over the long term it is still the most reliable performer. This document opens as a web page and may optionally be converted to a PDF for your records or sharing with others.
AlphaDroid is the performance leader among subscription-based momentum strategy design and management platforms for Investment Advisors.
SectorSurfer is the performance leader among subscription-based momentum strategy design and management platforms for individual investors.
If the AlphaDroid Alternative Alternatives is of interest, please write to me and let me know your thoughts. Thanks, Scott. SJuds@SumGrowth.com