Active Investment Management
Is Your Portfolio Suffering From...
Passive Asset Allocation or Buy and Hold?
After seeing what happened to investors after the 2000 recession and during the financial crisis of 2008, Buy and Hold, Set It & Forget It Asset Allocation portfolios saw 30, 40 even 50% drawdowns - not once, but twice in 12 years. We know there is a better investment strategy.
Pie Chart (Asset Allocation) is a Failed and Ineffective Investment Strategy. Why would you own investments going down for prolonged periods of time? Why would you own Relatively Weak Investment Assets or Sectors that are not right for the current investment cycle? Why would you Hold on and sit ideally by as your portfloio drops 50%? You no longer have to with GTOP!
Your investment strategy Must be Adaptive for the Safety of Your Retirement
Our investment strategy is
All of our Global Tactical Opportunity Portfolios (GTOP Models) focus on Active Management to Grow and Protect Your Retirement Portfolio.
Our investment strategy is simple to understand - we own Relatively Stronger investment assets or sectors based on our proprietary relative strength strategy in an uptrend and sell Relatively Weaker investment assets or sector in a downtrend. We encompass all broad based investment sectors in our GTOP strategy, not just stock or bond sectors.
Sometimes that means going to Cash or alternative, safe investment assets when our GTOP investment strategy dictates it is time to get conservative.
You do not need to "buy and hold" the stock market or any weak investment sector as it drops 30, 40 or even 50% again. Our investment strategy is Extremely Adaptive to changing market and investment conditions. Risk management is an important part of our GTOP investment strategy!
We do not accept the "Buy and Hold or Set It and Forget It" mentality…neither should you! Your retirement depends on it.
It’s time to Grow and Protect your retirement portfolio.
Why we manage your Investment Portfolio this way...
Exhaustive Research has shown...
Relatively Stronger Investment Sectors Historically have outperformed...the fastest horse.
Relatively Weaker Investment Sectors Historically have underperformed...the slowest horse.
GLOBAL TACTICAL OPPORTUNITY PORTFOLIOS, GTOP®
Global Tactical Opportunity Portfolio (GTOP)* Monthly Reallocation
Annual Performance backtested Reallocated Monthly *
2003 2004 2005 2006 2007 2008 2009 2010 2011
GROWTH* 45.90% 18.80% 28.30% 24.50% 44.20% 5.00% 60.90% 10.50% 8.90%
C GROWTH* 26.80% 8.00% 9.00% 18.90% 18.90% 2.50% 45.90% 13.10% 12.40%
S&P 500 24.10% 10.20% 7.20% 1 3.60% 4.40% -34.30% 24.70% 14.30% 2.40%
GLOBAL TACTICAL OPPORTUNITY PORTFOLIOS (GTOP® )
- Undistorted by emotion or personal bias.
- An Investment Sector is either exhibiting Strong Relative Strength or it is Not. There are No - Ifs, Ands or Buts!
- Only investment sectors with strong relative strength based on our Proprietary Investment Strategy are candidates for our portfolios GTOP.
- Whether the market is favoring Cash, Bonds Stocks, Commodities, Gold, Long, Short, etc., our relative strength screens will lead us to those investment sectors being rewarded most by the market, with the probability that those investment sectors will continue to be good performers in the future.
Our Proprietary Relative Strength Investment Strategy, IS the Fastest Horse...
GLOBAL TACTICAL OPPORTUNITY PORTFOLIOS, GTOP®
- Growth, Balanced and Balanced Income Portfolios, based on client goals/risk objectives
- A Quantitative and Fundamental Best of Breed Investment Strategy
- Detailed research on portfolio investments before and after implemented in portfolio
- Portfolio positions reviewed daily
- Investment and investment sector adjustments made when necessary based on fundamental, technical, economic and a special relative strength weighting formula
- Weighting of GTOP Strategy as a percentage of overall portfolio based on client specific goals/risk objectives
- Allocation to Income sectors based on client specific goals/risk objectives and other factors such as: Interest rate cycles, Long/Short duration, etc.
- Each Month/Quarter- Top 5 ETF Sectors (Being Tracked) based on Relative Strength Proprietary Formula, evenly weighted, under certain conditions top 2,3,4 sectors maybe utilized.
The GTOP Investment Strategy also works well in controlling Risk in down markets as it shifts assets out of weak asset classes into asset classes that show higher relative strength. Our strategy is very Adaptive to changing investment conditions, we do not believe in a "set it and forget it", mentality!
Between 12/31/2002 and 12/31/2011, which was a period that contained one of the greatest Bull Markets of all time and one of the worst Bear Markets in history, the GTOP Investment Strategy backtest results would have produced a return of:
711% GTOP GROWTH,
301% GTOP CONSERVATIVE GROWTH,
vs the S & P 500 return of 66.9%, with less volatility.*
Rezny Wealth Management, Ltd.
Fee-Only Money Management,
Fiduciary Standard of Care - "In Your Best Interest"
There is a Difference...Call us for a consultation today
Our Investment Strategies may use some or all of the investment vehicles listed below based on each client’s goals, risk and portfolio objectives:
- Domestic Stocks, Mutual funds and ETF’s
- Foreign Stocks, Mutual Funds and ETF’s
- Commodities ETFs
- Public Traded REITs (Real Estate Investment Trust) and ETF’s
- Foreign Bond ETF’s or Bond Funds
- Domestic Bonds ETF’s and Bond Funds
- Precious Metals, Gold
- Cash/Money Market/Short Term Treasuries
- Inverse Investment Sectors
*The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any Portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of Rezny Wealth Management, Ltd, herein (RWM) may not actually come to pass. The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Investors should always consult an investment professional before making any investment.
*Any investment decisions must in all cases be made by the reader or by his or her investment adviser. Do not ever purchase any security without doing sufficient research. There is no guarantee that the investment objectives outlined will actually come to pass. All opinions expressed herein are subject to change without notice. Neither RWM, employees, nor any of their affiliates shall have any liability for any loss sustained by anyone who has relied on the information provided.
The analysis provided is based on both technical and fundamental research and is provided ''as is'' without warranty of any kind, either expressed or implied. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed. RWM is registered with the U.S. Securities and Exchange Commission as an Investment Adviser.
*Return calculations for the GTOP Investment Strategy/Investment Portfolio are based on independent system testing. It should be noted that although the System Test was performed by an independent firm/website, test results do not represent actual trading, do not take into account payment of trade commissions or advisor fees (maximum of 1.5% a year), have inherent limitations, and are for informational purposes only.
*The backtest assumes 5 ETF’s Growth Portfolio GTOP (from encompassed ETF’s) monthly, are equally weighted (within each portfolio) at the start of each period. If different update schedules are chosen for each portfolio, the frequency of this rebalancing is determined by the shortest update schedule selected. Volatility is the annualized standard deviation of daily returns. By allowing you to evaluate how strategies have performed in the past, testing can be used to both validate your ideas and to provide an indication of the expected returns and risk. All returns are total return, which includes dividends and distributions, and assume the entry and exit is executed at the closing price. ** Actual RWM client returns may differ from Rezny Wealth Management Global Tactical Opportunity Portfolio GTOP ** Growth Portfolio returns shown in table specified, results do not represent actual trading, do not take into account payment of commissions or advisor fees, have inherent limitations, and are for informational purposes only.
*The S&P 500 is a stock market index containing the stocks of 500 large-cap corporations, most of which are US companies. The index is the most notable of the many indices owned and maintained by Standard & Poor's, a division of McGraw-Hill. S&P 500 is used in reference not only to the index but also to the 500 companies that have their common stock included in the index. You can’t invest directly into an index. All returns assume reinvestment of dividends unless otherwise indicated. Investments in equities carry an inherent element of risk including the potential for significant loss of principal. Past performance is not an indication of future results. Past performance is no guarantee of future results. This is no guarantee the results of the backtest will be indicative of future results. Live monthly reallocation to GTOP started on January 1, 2012. Before that date RWM used portions of GTOP and Asset Allocation using difference time frames for reallocation, which are not included in this study and backtest or returns. RWM makes no claims in any way, shape or form that past results are indicative of future results. GTOP signals supersedes MTI’s signals.
*BEFORE MAKING ANY INVESTMENT DECISION, AN INVESTOR SHOULD CONSULT WITH A FINANCIAL PROFESSIONAL TO DETERMINE IF THE INVESTMENT IS APPROPRIATE, OR CONDUCT THEIR OWN DUE DILIGENCE BEFORE MAKING ANY FINANCIAL DECISIONS. ALL INVESTMENTS INVOLVE RISK, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL INVESTED.
Rezny Wealth Management may hold investments in above mentioned securities; positions can change at any time.