Investment Programs

Exclusive ETF

Over the long-term, auction markets are driven primarily by fundamental forces. Corporate earnings, economic shifts and even demographics determine the ultimate direction of stock, bond and commodity prices.

In time frames of less than one year, however, those same forces have much less impact. More technical factors, such as supply and demand, have a greater influence over whether prices will temporarily rise or fall within the context of the larger fundamentally-driven trends.

As prices make a prolonged move in one direction, there is a strong tendency for participants to expect that move to continue. In the case of the broader stock and bond markets, that tendency rarely persists as prices revert to a moving mean. The Behavioral Advantage Managed Account attempts to capitalize on those times when it becomes apparent that a mean-reversion is most likely to begin.

The tools we use for those determinations are primarily breadth and sentiment based. We use a collection of rigorously tested measures that have a history of successfully identifying periods of behavioral extremes, at which time we look to go the other way.

This is a contrarian mindset, but that can get investors into trouble easily. Because of that, we take the overriding trend into consideration before trying to swim against the tide. Historically, the very best buying opportunities arise when we observe conditions of excessive pessimism in an environment where the longer-term forces are driving prices up.

The Exclusive ETF Program utilizes leveraged and un-leveraged exchange-traded funds, primarily concentrated among the major equity indices. It is a higher-frequency program that attempts to capitalize on the short and intermediate term gyrations that trigger breadth and sentiment based extremes.

To learn more about the sentiment extremes that trigger market moves please visit www.sentimentrader.com. Jason Goepfert publishes daily information and analysis for subscribers to his publications.

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Global Investment Solutions, LLC (the “Advisor”) is a registered investment advisor. The Advisor does not purport to tell or suggest which securities readers should buy or sell for themselves. The analysts and employees or affiliates of the Advisor may hold positions in the stocks or industries discussed here. You understand and acknowledge that there is a very high degree of risk involved in trading securities. The Advisor, the authors, and all affiliates of the Advisor assume no responsibility or liability of any kind for the use of the information contained herein. Factual statements on the Advisor’s website, or in its publications, are made as of the date stated and are subject to change without notice. The opinions, views and/or comments shared on this forum by participants are not endorsed by the Advisor, and the Advisor assumes no responsibility or liability for any trading and/or investment results that you may obtain by using such information.

It should not be assumed that the methods, techniques, or indicators presented in these products will be profitable or that they will not result in losses. Past results of any individual trader or trading system published by the Advisor are not indicative of future returns by that trader or system, and are not indicative of future returns which may be realized by you. In addition, the indicators, strategies, columns, articles and all other features from other companies linked to this blog (collectively, the “Information”) are provided for informational and educational purposes only and should not be construed as investment advice. Examples presented on this blog are for educational purposes only. Such set-ups are not solicitations of any order to buy or sell. Accordingly, you should not rely solely on the Information in making any investment. Rather, you should use the Information only as a starting point for doing additional independent research in order to allow you to form your own opinion regarding investments. You should always check with your licensed financial advisor and/or tax advisor to determine the suitability of any investment.

This communication is for information purposes only and should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial product, an official confirmation of any transaction, or as an official statement of Global Investment Solutions, LLC. Inclusion of information about managed accounts, program positions and other information is not intended as any type of recommendation, nor solicitation.

HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN INHERENT LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING AND MAY NOT BE IMPACTED BY BROKERAGE AND OTHER SLIPPAGE FEES. ALSO, SINCE THE TRADES HAVE NOT ACTUALLY BEEN EXECUTED, THE RESULTS MAY HAVE UNDER- OR OVER-COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN.