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Generic Registered Investment Advisor services, codes and descriptions

 

Service Name code description

Tracker Conservative Managed

 

[Conservative Managed]

 

Utilizes TRACKER automated signals combined with portfolio manager market interpretation and trade weighting to deliver above index performance to single leveraged ETF portfolios (Long and Short) with low risk and increased alpha.

Tracker Aggressive Managed

 

 

[Aggressive Managed]

 

Utilizes TRACKER automated signals combined with portfolio manager market interpretation and trade weighting to deliver above index performance to triple leveraged ETF portfolios (Long and Short) with medium risk and high alpha.

Tracker Conservative Automatic

 

 

[Conservative auto]

 

Utilizes TRACKER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to single leveraged ETF portfolios (Long and Short) with low risk and increased alpha.

Tracker Aggressive Automatic

 

[Aggressive auto]

 

Utilizes TRACKER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to triple leveraged ETF portfolios (Long and Short) with medium risk and increased alpha.
Bear Trader Conservative Automatic [Bear Conservative auto] Utilizes Bear TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade unleveraged long and short index ETFs
Bear Trader Aggressive Automatic [Bear Aggressive auto] Utilizes TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade triple leveraged long and short index ETFs
Bull Trader Conservative Automatic [Bull Conservative auto] Utilizes TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade unleveraged long index ETFs
Bull Trader Aggressive Automatic [Bull Aggressive auto] Utilizes TRADER automated signals direct to portfolio only without portfolio manager perspective to deliver above index performance to trade triple leveraged long index ETFs

Diversified Wealth Builder conservative (minimum portfolio $150,000)*

 

[DWBC]

Utilizes one of the TRACKER services for 80% of portfolio and 20% for:

·         venture capital,

·         private equity startups

·         penny stocks

Positions limited to 1.0% of portfolio starting value

Diversified Wealth Builder aggressive (minimum portfolio $150,000)*

 

[DWBA]

Utilizes one of the TRACKER services for 60% of portfolio and 40% for:

·         venture capital,

·         private equity startups

·         penny stocks

Positions limited to 2.0% of portfolio starting value

Diversified Wealth Manager (minimum portfolio $200,000)*

 

[DWMN]

Utilizes one of the TRACKER services for 50% of portfolio and 50% for:

·         venture capital,

·         private equity startups

·         penny stock stocks

·         precious metals

·         mining stocks

·         real estate

·         equipment leasing

Positions limited to 2.5% of portfolio starting value

Cash Accumulator (Feature) available for all TRACKER and TRADER services

 

[CASH] Cash profits are accumulated instead of being reinvested or compounded.  Never more than up to 100% of starting principal allocated to TRACKER or TRADER when CASH feature selected

*Applicable to:

Diversified Wealth Builder and Diversified Wealth Manager services

[DWBC]

[DWBA]

[DWMN]

* Note. When not fully invested venture capital, etc., cash is invested in selected TRACKER service