Better Momentum Matters

Summary Description:

During Bull markets, the EZ-MO Broad Markets Momentum Index selects a portfolio of three ETFs comprising the Momentum Leaders of each of its three underlying strategies: SPY-Defender, QQQ Defender, and Global Defender.  During faltering Bull markets, the Index further considers the momentum of a Defensive Backstop strategy intended to provide a performance floor for the Momentum Leader selection process. During Bear markets, as determined by StormGuard-Armor, the Index employs a Bear Market Strategy that seeks to avoid risk and secure a positive return by selecting Momentum Leaders from among a selection of bond, treasury, gold, and other defensive ETFs. 

Temporal Portfolio Theory:

Our algorithmic technology, Temporal Portfolio Theory, employs the cross-disciplinary sciences of Matched Filter Theory and Differential Signal Processing – the very same technologies that enable WiFi, USB, iPhones, digital TV, to perform so well. AI Fuzzy Logic and AI Feedback Loops further improve the model's defensive and adaptive performance. 

Ways to Maximize Tax Efficiency: 

There are two ways to achieve maximum tax efficiency when trading this Index. (1) Trade the Index within an IRA account using either of the SectorSurfer or AlphaDroid platforms. (2) Buy an ETF that tracks this Index. Provided that the tracking ETF is held for at least one year, only the long-term capital gains tax rates will apply at the time of sale. The short-term momentum trades executed internally to the ETF employ the exchange-in-kind rules to classify them as non-taxable events ... even within NQ (taxable) accounts!  This is the best tax reduction solution for HNW (high net worth) and RMD (required minimum distribution) clients with funds in NQ (taxable) accounts. (See bar chart below.)