A Simple Yet Powerful Strategy to Help With Volatile Markets

Burnick, Mike

Let’s face it, the stock market has been on a roller-coaster ride to nowhere since 2014 making it very difficult for the average investor to grow their retirement savings.

The S&P 500 has been locked in a broad trading range between roughly 1,800 at the low end, to 2,100 at the highs, with plenty of stomach churning up and down swings in between, while making no progress overall.rollercoaster1_zpsib25tifx

Meanwhile, retirement is inching ever closer, day after day for millions of Americans. Many investors feel their traditional 401k or IRA accounts are simply not enough to fund an adequate retirement. And with the next bear market decline perhaps just around the corner, they could be left even worse off.

But what if there were a better way to manage your money? A simple, common-sense strategy that allows you to profit from up-trends in global financial markets, by diversifying among the best performing asset classes, without falling victim to extreme volatility.

It’s a strategy that beat the stock market by a wide margin of nearly 3-to-1 over the past ten years …

This strategy is so consistent it has outperformed the S&P 500 by more than 7% per year, on average, and with LESS risk …

And yet this strategy is so simple that your grade-school grandchild could manage your money for you in less than 30-minutes a year!

Interested? Here’s the simple four-step process …

#1: Start with a list of actively traded, low-cost exchange traded funds (ETFs) designed to track ALL the major asset classes (see table below). The exact ETFs you choose doesn’t matter as much. Just make certain they’re liquid (decent daily volume) and be sure to include stocks, both domestic and international, bonds, commodities and real estate so all of the major asset classes are covered. MB chart

#2: Consider buying only IF the ETF is trading above its 10-month moving average. That’s the simple definition of an up-trending market …

#3: Focus your investments on the very best-performing ETFs in the market right now by selecting only the top 5 ETFs from your list that have posted the highest six-month total return …

#4: Invest in these five ETFs at the beginning of each month, then rebalance one month later, and repeat!

What could be easier?

By following this simple strategy, an investor could have achieved a total return of 317.6% from 2005 through the end of 2014. That’s nearly three-times the gain of the S&P 500 Index over the same period AND with a lot less volatility.

imgresThe reason this strategy works so well is it focuses simply on one thing, and the most important thing to investors: the primary trend in markets. You don’t have to worry about whether or not the Fed raises rates, or figure out if stock market valuations are too high. You just watch the longer-term trend in several key index-tracking ETFs and buy only when in an uptrend.

This strategy keeps you on the sidelines and in the safety of cash when markets are trending down. Keep in mind, these results don’t include commissions, taxes or other trading costs and past performance is no assurance of future results. But this simple strategy allows you to make only a handful of ETF trades – just once a month – and still have the potential for market-beating returns!

How to Secure a Prosperous Retirement

Weiss’ Retirement Savings and Investment Expert Mike Burnick shares his proven retirement savings strategies that will help you supercharge your retirement savings, keep more of what you earn, and protect yourself from the Wall Street wolves and financial pickpockets so you can retire on YOUR terms.

In three jam-packed online sessions you’ll get powerful wealth building tools and Mike’s personal blueprint for securing your family’s financial future including:

  • A quick and easy 3-step method for jumpstarting your retirement savings
  • How to maximize your social security benefits
  • A tax-smart strategy for withdrawing money from your retirement accounts that will help reduce your tax bill so you keep more of your money
  • How easy it can be to play catch-up if you started saving late
  • How to sidestep the most common retirement savings trap—and six more to avoid to keep your retirement savings plan on the fast track.

And much more!

Click here to learn more.

Internal Sponsorship

Good investing,

Mike Burnick

Mike Burnick is the Instructor of the Planning for a Prosperous Retirement course.  Mike brings a wide range of experience in the financial services industry, with over 25 years of professional investment experience.  He was a Registered Investment Adviser and portfolio manager responsible for the day-to-day operations of a mutual fund. Mike joined Weiss Research in 2002 as an analyst and writer and in 2008 was named Director of Research and Client Communications at Weiss Capital Management, where he assisted managing the day-to-day asset allocation and trading responsibilities for a $5 million ETF strategy.