ETF Trading Strategies Designed To...Beat wall street
Emotion is often the enemy that kills results. You and I know this from past trading experience. That's why my strategies employ mechanisms like simple moving average charting, risk-adjusted momentum analysis, and risk-parity. These mechanisms help define trends and take the emotion out of buy and sell signals. That's resulted in some pretty impressive numbers. For example, the total return for SPY (the ETF that mirrors the S&P 500 index) for the 12-year period 2008 through 2019 was 186.9%. Not bad, especially when you factor in the Great Recession. But the American Muscle strategy, backtested for the same 12-year period, delivered a whopping 874.4%. Reduce risk
All 4 strategies are ETF trading strategies. Exchange-traded funds, by their very nature (baskets of assets), reduce a good portion of the risk and volatility inherent in owning individual securities. Other ways to mitigate risk?
keep it simple
Once a month, I'll send out buy & sell signals to you via an email newsletter. These are the same buy & sell signals that I use to trade each of the strategies in my own account. Take that information and place your own trades in your own brokerage account. Fifteen to twenty minutes a month, and boom. You're done. For those who want to dig a little deeper, trade history, performance figures, and risk metrics can be found on the Members Page, which is accessible anytime to subscribers. Algorithms do the heavy lifting. You and I trade the signals once a month, then go live our lives. |
Looking to achieve superior returns while reducing the risk inherent in stock market investing? Hoping to do that with a minimal time commitment so trading doesn't take over your days and nights?
We think alike. I'm David Alan Carter. The strategies on these pages were born of the frustrations of 20 years of trading - trying to beat benchmarks, manage risk, and get some sleep at night in spite of The Big Eye from market worries. Nowadays, I've stopped day trading. I've stopped chasing short term profits. And the endless parade of market gurus and talking heads? OK, I still watch them. But for entertainment value, not investing advice. Instead, each of these 4 strategies (5 if we count The 12% Solution) now account for a portion of my investment portfolio. And I'm finally at peace with the market. Whether you're seeking something ultra safe or returns that hit it out of the park, one or more of these plans just might have your name on it. Keep in mind, none are perfect; you'll certainly see some losing periods with each one. But over time, the results are startling. It bears repeating: I have my own money invested in each of these strategies. So I've taken great care in selecting the assets in play, fine tuning the mechanisms for identifying trends, and providing a "flight-to-safety" in the event of market downturns. The cost is $7.95 per month for a single strategy. That gets you the monthly newsletter with buy and sell signals, and access to the Members Page. Or, subscribe to all strategies for $14.95/mo. Either way, the first 2 months are free. Trade like a machine, once a month. Then go live your life. |
Select Your Strategy...
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Bond Bulls
(Rotating Bonds w/Hedge) BEAT the S&P 500 12.8% CAGR over 12 years |
Global Trader
(International Plus Domestic) BEAT the S&P 500 19.9% CAGR over 12 years |
American Muscle
(U.S. Equities, U.S. Bonds) BEAT the S&P 500 20.9% CAGR over 12 years |
The White Knuckle
(Leverage, Carefully) BEAT the S&P 500 45.3% CAGR over 9 years |
Numbers as of 12/31/2019
CAGR = Compound Annual Growth Rate
CAGR = Compound Annual Growth Rate
A Little History
In 2015, I threw out everything I had come to believe about making money in the stock market and began working on a radical concept: a systematic trading plan that would engage only once a month, achieve returns superior to a popular benchmark, and most importantly, reduce the risk inherent in stock investing. Countless hours later and a couple of years of live trading, and the ETF rotation strategy The 12% Solution was born. I count myself lucky and honored at the reception it has received in book form on Amazon.
So, with my portfolios now relatively safe and trading on autopilot, I should have been at peace with investing and comfortable moving on to other pursuits. Something a little less stressful and slower paced than the market. Maybe bonsai. But I couldn't leave well enough alone.
Shortly thereafter, in a mission to safeguard individual stocks (or practically any ETF) from bear markets, crashes and corrections, I developed the Stock Market Cash Trigger. As with the strategy before it, this too was a do-it-yourself model and I was able to lay it all out in book form.
So, with my portfolios now relatively safe and trading on autopilot, I should have been at peace with investing and comfortable moving on to other pursuits. Something a little less stressful and slower paced than the market. Maybe bonsai. But I couldn't leave well enough alone.
Shortly thereafter, in a mission to safeguard individual stocks (or practically any ETF) from bear markets, crashes and corrections, I developed the Stock Market Cash Trigger. As with the strategy before it, this too was a do-it-yourself model and I was able to lay it all out in book form.
Click here to see both books on Amazon
Was I finished? Apparently not. But now, in order to eke out additional gains while still managing volatility and drawdowns, modeling became a little more intricate and took on more moving parts. Volatility adjustments became necessary, moving averages became ratios, and DIY became complicated. Additional books were out. But I still wanted to share. Because the four strategies detailed on these pages are pretty amazing.
This website is the result.
Each strategy has its own monthly newsletter offering up the same actionable buy/sell signals that I use to trade the strategy in my portfolio. Those of you who receive the free newsletter for The 12% Solution know what to expect. Subscribers also gain access to the strategy's Members Page, offering up more details, month-to-month performance data, and an FAQ.
This website is the result.
Each strategy has its own monthly newsletter offering up the same actionable buy/sell signals that I use to trade the strategy in my portfolio. Those of you who receive the free newsletter for The 12% Solution know what to expect. Subscribers also gain access to the strategy's Members Page, offering up more details, month-to-month performance data, and an FAQ.
Two Final Notes
1) These strategies are not for everybody. While I've tried to keep subscription prices pretty reasonable, I don't want anyone to feel locked in or stuck with something that doesn't work for them. That's why my service comes with a 60-day free trial for first-time subscribers. If you are not completely satisfied for any reason within the first 2 months, simply unsubscribe and you'll own nothing. That will give you a chance to receive 2 complete newsletters, fully explore the Members Page, and hopefully be able to judge the value of the service going forward.
2) None of these newfangled strategies were meant to take the place of The 12% Solution. That model excels in its simplicity, and remains unrivaled as the lowest-risk equity fund rotation strategy of the bunch. That's due largely to its ever-present 40% bond allocation. The 12% Solution remains one of my core investment strategies. And it may very well satisfy all your requirements. If so, I'm happy that I could make a contribution to your financial plan.
And just so you know, the newsletter for The 12% Solution will always remain free. Find out how to join that newsletter at the tail end of the book, in the chapter titled "A Note To The Reader."
Best of luck,
David Alan Carter
2) None of these newfangled strategies were meant to take the place of The 12% Solution. That model excels in its simplicity, and remains unrivaled as the lowest-risk equity fund rotation strategy of the bunch. That's due largely to its ever-present 40% bond allocation. The 12% Solution remains one of my core investment strategies. And it may very well satisfy all your requirements. If so, I'm happy that I could make a contribution to your financial plan.
And just so you know, the newsletter for The 12% Solution will always remain free. Find out how to join that newsletter at the tail end of the book, in the chapter titled "A Note To The Reader."
Best of luck,
David Alan Carter