This strategy invests in blue-chip, sector and/or index ETF’s* that are screened for biblical values, while employing a STOP loss protection discipline. This rules-based, concentrated strategy (maximum of 3 primary holdings) utilizes a set of technical indicators that create a signal to “sell” as a possible downtrend is developing, and conversely, create a signal to “buy” after a correction phase has run its course and the markets begin to recover and rally. The model is invested either in the ETF(s), in cash/cash equivalents, or in a combination of both at the discretion of the TPM portfolio manager based on a proprietary set of indicators used to determine the prevailing risk level in the stock market.

The portfolio’s objective is to be invested during uptrends, or to be partially or fully on the sidelines during corrections and/or bear markets.

(*Inverse ETF’s can also be employed.)