3 simple questions
tend to reduce the risk of investing in the stock market while improving return.
1 Is the company making money?
2 Can the company pay its bills?
3 Is the company structured to reward investors?
The strategy invests in companies that pass all 3 simple questions. Our automated software analyzes publicly traded companies every day. If a holding fails a question, it is sold.
The strategy further reduces risk by holding companies that are traded on one of the major U.S. stock exchanges for at least 3 years (no start-ups). Additionally, Green Zone Select’s alpha generating capability is enhanced by its proprietary rules-based approach to owning stocks that maintain positive momentum as measured by earnings, price, and market expectation.
A natural outcome to the stock selection process and buy and sell decisions is a tactical allocation feature. As market conditions change, the strategy rules allocate between stock and cash to manage risk.
Using expert system technology from Valspresso, Inc., buy and sell decisions are made automatically. This eliminates emotional bias, a key reason why many people fail to achieve there investment objectives.
Real Benefits of Green Zone Select™
Three simple questions give you a clear look into the health of companies and the strength of your portfolio.
The automated nature of our proprietary approach makes investing simple and more cost-effective.
Our strategy seeks to yield better long-term return at lower risk than the market.
As the strategy senses risk of a downturn, it tactically moves your portfolio from stock to cash.
Green Zone Select™, is a strategy optimized for long-term return. Our definition of long-term is 3 or more years. Our separately managed accounts were launched on 8/15/2013 and have outperformed its market benchmark, the Russell 2000, inception to date. These returns are net of fees and dividends are reinvested.
Performance summary of Green Zone Select™ represents an aggregation of 18 clients separately managed accounts generated using daily return information provided by Interactive Brokers. Performance results are presented net-of-fees and reflect the reinvestment of dividends and capital gains. Short-term performance results are less reliable than long-term investment returns. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.
How to invest
Our Asset Manager Program has been designed specifically for independent financial advisors who are looking to differentiate themselves with the Green Zone Select™ strategy and associated online tools. You can choose from a 100% Green Zone Select™ portfolio or from a variety of active/passive allocations that incorporate the Green Zone Select™ strategy. We offer a variety of customization options to meet your clients’ needs.