401k CONTROLTM

How Does it Work

Our straightforward Action Report identifies
the best-positioned market sectors and our risk-based portfolios
make rebalancing your investments a simple, unemotional task.

Every investment choice can be assigned to one of five possible asset classes: Domestic Equities, International Equities, Fixed Income, Commodities or Cash.
At the start of each Action Report period, our affiliated registered investment advisory, Patriot Advisory Group, uses a relative strength computation to rank each asset class from highest to lowest based on the price momentum of the individual investment choices in the asset class. The asset class with the highest score is considered "favored." For a detailed discussion of relative strength click here.
Here's how you can think of this process in layman's terms. Consider the Olympic games team events (e.g., skating, gymnastics). Teams of athletes compete against each other and are awarded points for their team based on their individual results. The team with the most points wins the gold medal. For our purposes, our "teams" are the five asset classes, our "athletes" are the investment choices and our "event" is price performance. The asset class with the best price performance is awarded the "favored" asset class designation, i.e., the gold medal.
 

What the Action Report IS

  1. A means for identifying market leadership
  2. An adaptive, tactical risk management tool
  3. Designed to participate in long-term powerful market trends 
  4. Easy to use – click here for instructions


What the Action Report is NOT

  1. A market forecasting "black box"
  2. A static, strategic indexing strategy
  3. Reliant upon subjective inputs (i.e., gut feel or manipulated valuations)
  4. Designed to target exact tops or bottoms in securities
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