TOP 10 PORTFOLIO

The TOP 10 PORTFOLIO provides a unique and compelling alternative for investors seeking an aggressive option to their investment strategy.


The Top 10 Portfolio is derived from our proprietary TIPS (Trend Identification Parameters) stock forecasting software. It is a separately managed portfolio of 10 stocks chosen from the S&P 500, an index of large capitalization stocks. It is designed as an aggressive portfolio equally weighted across the ten S&P 500 sectors and is adjusted periodically (quarterly) based upon changes that occur in the micro and macro environment.


The top stock in each S&P sector is selected from the TIPs program based on their projected returns and then weighted equally in the portfolio. This portfolio highlights the strength of the TIPs program to identify trending stocks with the greatest opportunity for capital appreciation.  The goal is to outperform the S&P 500 by relying on stock selection for alpha.


Investors who would like to learn more about the Top 10 Portfolio can contact Trend Dynamics directly to receive more information, including portfolio performance.  This portfolio is designed for portfolios with a minimum of $250,000.


Disclosure

 The Top 10 Sector Stocks Portfolio consists of the top rated stock in each of the S&P sectors based on their TIPs (Trend Dynamics proprietary stock forecasting program) expected  returns. Replace and re-balance rules were implemented that could be readily replicated. Historical returns were produced by applying the investment methods and disciplines as described. The performance reflects gross returns and may differ from an actual portfolio that may incur advisory expenses and brokerage fees. This material has been prepared solely for informational purposes from data sources that are believed to be reliable, and is not to be taken as professional advice. There can be no assurance that your portfolio or positions can achieve the indicated performance. All information and data provided herein are subject to change without notice. As with all historical data, past performance is not indicative of future results. All investments involve risk including loss of principal.