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OVERVIEW

Seeking a partner to share in the earnings of a proprietary investment strategy currently working in the area of Managed Futures.  This fully scalable discretionary trading strategy is transparent and allows the investing partner full daily control of his/her capital.

The strategy, developed over a period years, uses pattern recognition techniques to compare the inter-relationships between standard and customized chart indicators.  The charts are reviewed at day-end to identify patterns having a greater than 75% chance of generating predictable price movements the next day.  The strategy may be used in equities, commodities, FX, or options.

Since June of 2010 the strategy has been audited in real time and has generated the following returns in a Managed Futures portfolio.  

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2011 -1.6 8.3 -3.7 1.7 -8.2 15.4 4.3 3.6 -9.2 0.1 -5.2 -3.4 2.1
2010 - - - - - 5.4 4.2 19.8 6.1 4.4 5.9 12.5 58.3

Although results are not as robust as last years they have shown significant improvement since a minor adjustment was made in May to the way one of the indicators is used.

WealthSaver trading strategy,

  • generates higher gains at lower financial risk,

  • protects wealth by moving into cash when the price direction lacks clarity,

  • provides the investor with 100% transparency, control, and liquidity,Investment Markets

  • uses only highly liquid assets,

  • fees are 100% performance based.

  • is a proprietary strategy not easily duplicated, and

  • is scalable for larger portfolios.

The process,

An investing partner would open an account at an online firm such as OptionsXpress and provide "trading only" access to Wealthsaver.  Wealthsaver would not be able to withdraw funds from the account.

The fund would need to be a minimum $1 million to allow suitable diversification, keep the brokerage fees manageable and lower administrative costs. The performance fee would range from 10% to 30% depending on the size of the portfolio and be calculated each month-end on the capital gain over the previous month.  The fee would be paid in equal installments over the following 3 months.  The investors gains may remain in the account or be withdrawn.  Capital may be added to or removed from the account at any time (subject to the minimum requirements). 

An analysis of daily volumes concludes the Managed Futures portfolio could comfortably expand to $100M without significantly impacting diversification risk or the purchase price through larger transactions. 

Since it is the investors own account that would be traded, control of the funds would remain with the investor at all times, providing financial protection if I should be hit by a bus. 

In summary,

This type of return, with its liquidity and low controllable financial risk, is beyond what is available elsewhere.  If you have the financial capability to become a partner or may know someone that has, I would like to help with your due diligence by sending you a daily Email that identifies the changes being made to the portfolio for the next day.  This will allow you to verify the returns are indeed possible. 

I am prepared to share a portion of my performance fee with anyone providing a referral that results in the successful financial partnership I am seeking.

To verify the trading results please send a request

 

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