Low Risk Investment Strategies


Modern Portfolio Theory and Market Neutral strategies are widely accepted but are rarely incorporated successfully by either the professional community or the investment public. We passionately believe the EquiTrend Stock Market Timing System is the best and easiest way to lower your investment risk and substantially increase your returns. We do recognize other investment strategies are able to achieve high reward, low risk investment returns as well.
How is your money being managed?



Our strategy is considered a long/short or long/cash strategy. The industry refers to this investment style as Dynamic Asset Allocation or Market Timing. It is also referred to as Quantitative Investing. Our recommendation is to diversify your holdings by investing in various investment vehicles. An example is to purchase exchange-traded funds indexed to different Indices like the Nasdaq 100 and Russell 2000. Once purchased, you actively manage your investment with our proven EquiTrend Stock Market Timing System. Click here to quickly review EquiTrend's market timing performance as compared to buying and holding the major Indices.

Similar to some other low risk investment strategies, our objective is to both limit volatility and increase returns. EquiTrend mitigates your risk exposure to the market by trading with the momentum of the market and not against it. Depending on your investment style, you either follow our recommendations to go long/cash or long/short. In either case, you reduce the volatility of your portfolio and substantially increase your average rate of return. To learn more about how to use the EquiTrend Stock Market Timing System, please review our How To.



Modern Portfolio Theory (MPT) is difficult to implement and works best if you have 75 years to invest your capital. Asset accumulation usually doesn’t really get underway until a persons later years. Lack of time is the single biggest problem with MPT, because when a person reaches their 50’s, they need to reduce their portfolio’s risk by allocating less to equities. Wall Streets touts MPT because a broker can spend more time raising money and less time properly managing your portfolio. If you have delayed asset accumulation and need to produce equity like returns while controlling your risk, MPT is a bad option for your investment capital.



Market-neutral investing refers to an investment strategy that seeks to neutralize certain market risks by offsetting long and short positions in instruments with actual or theoretical relationships. These approaches seek to limit exposure to systemic changes in price caused by shifts in macroeconomic variables or market sentiment. To accomplish this, you need to be both long and short at the same time. Your objective is to minimize the volatility of your portfolio while maintaining steady, consistent, positive returns. Similar to Modern Portfolio Theory, this approach requires a great deal of your time and attention and many hours of research.