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Our Sector Focus Investment Process

The Sector Focus Investment Models are separate investment strategies, representing different investment themes. The Sector Focus method utilizes proprietary signals to identify potentially favorable and unfavorable conditions for various sectors of the market, in order to take advantage of the favorable sectors while avoiding the unfavorable.

The Buy and Sell signals are initiated on a sector specific basis, and are calculated by our proprietary combination of Price Analysis, Volume Analysis, and Momentum Analysis signals. Sectors with a "Sell" signal are avoided, while those with "Buy" signals are utilized.

When our research indicates it may be an environment favorable for taking on "Higher Risk", the sectors with "Long" ratings are equally weighted. When conditions are deteriorating, but still favorable, the weightings of the individual sectors will be capped, as to minimize over exposure, as well as raise a cash position. When our research indicates it may be an environment for taking on "Lower Risk", the portfolio will hold a 100% Cash, or cash equivalents position.

This process seeks to minimize losses in adverse market conditions, while attempting to match upside performance.

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 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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