Platform Specific Strategies are Free For the Asking!
Platform Specific Strategies
For many investors, the best way to begin investing is to open an account at a custodian that hosts its own mutual funds and ETF’s. Sometimes, investors learn their way around the custodian trading platform and don’t want to contemplate leaving. Vanguard and Guggenheim/Rydex are two of those custodians that foster great loyalty in their customers.
We certainly get it! We began investing with Rydex back in 1994 and still have accounts there to this day. Their trading platform is one of the easiest and simplest to use. But, you can only own Rydex Mutual Funds on that platform. Vanguard, in our opinion needs some work on its trading platform. But as a company it has some of the most fiercely loyal investors ever. Until recently, it cost investors to purchase or sell ETF’s that were not built and managed by Vanguard. As of early 2020, those transactions are now cost free. That opens the door for investors to utilize any of Stone Barn’s investment strategies. But, after speaking to many Vanguard clients, we know many prefer to stick with what they know.
For those reasons and others, we have developed some investment strategies using mutual funds or ETF’s which are family or platform specific. We have a growth type strategy for Vanguard and both a growth and leveraged strategy for Rydex.
These strategies are capable of helping investors to implement simple monthly management disciplines that offer opportunities to control risk and pursue return greater than buy and hold and without the headache of frequent re-allocation. We think they offer the best approach to reach financial objectives given they trade single family funds. Better opportunities exist when utilizing the entire universe of stocks and ETF’s but when you can’t do that. These are a good alternative.
We make them available free of charge to anyone who asks. If you are interested in receiving monthly instructions and are willing to look at your account once a month, then go ahead and sign up. No charge. The only cost to you is your name and email address which we promise not to abuse.
Vanguard Growth ETF Strategy
A 6 Fund strategy that attempts to attain market like returns with approximately 25% of market downside capture over a full market cycle. This strategy shines when markets are weakest. It requires monthly attention but trades on average two round trips per year. It is not a tax-efficient strategy, but with only a few trades a year, the tax consequences are small. Click here to see more.
Rydex Tactical Growth
A blend of mutual funds from Rydex. Only one has a tactical function. That means only one fund ever is reallocated to a different fund when market regimes change. It can be difficult to smooth out a return when limited to one family of funds, but this approach comes as close as we have seen. Click here to learn more.
Rydex Leveraged Growth
Using the same blend of mutual funds from Rydex as it’s tactical sister, the Leveraged Growth strategy substitutes a 2X long fund and a 2X inverse fund when hedging. This is not for the faint of heart. But it can be utilized by younger investors or for a small portion of anyone’s portfolio. Click here to learn more.
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