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(Our newest model, Five Stocks, is currently in beta testing. Read about it HERE.)
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Numbers as of 12/31/2021
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 owe 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.
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 |
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