Keys to the Methodology

The methodology is founded on risk positioning and diversification. By managing risk, the methodology aims to maximize opportunities while minimizing the risk of losing capital.

Beyond risk management, we diversify across strategies with a specific approach to managing strategies. We also diversify across instruments and asset classes, such as stocks, ETFs, mutual funds, bonds, options, currencies and cryptocurrencies.

This is not to say that we blindly or even equally diversify; but diversification is a core tenet of the methodology.

The methodology leans equally on fundamental analysis and technical analysis. While not always true, fundamental analysis tends to drive asset selection, and technical analysis tends to drive entry and exit timing.