The ISI Bond Strategy


Objective:

Our objective with the ISI Bond Strategy is to provide an alternative and/or at a minimum, a complementary strategy to US Government and High Yield Bond investing.

At LBS it's our belief that fluctuations occur in the fixed income market, and if you have the tools to track the markets closely, that you have the opportunity to shift your assets from mutual funds that appreciate in value as markets rise, then shift them again to mutual funds that appreciate in value as markets decline. The ISI Bond Strategy seeks to take advantage of those short term inefficiencies in the fixed income market in an attempt to provide investors a better return than Buy and Hold investing can bring.

 

How the Strategy Allocates its Investment:

When our Advanced Investment Technology has generated a "Buy" signal, accounts will be fully invested in the following fund:

  • Rydex Government Long Bond Advantage Fund.

When our Advanced Investment Technology has generated a "Sell" signal, accounts will be fully invested in the following fund:

  • Rydex Inverse Government Long Bond

 

Monitoring:

As an added measure of protection, proprietary money management analysis tools are employed throughout each "Buy" or "Sell" signal. These tools are designed to systematically realize profits and limit losses.

 

Available at the Following Fund Families and Variable Annuities

Rydex Fund Family - Available in Non-Qualified, IRA, Roth IRA, 401(k), 403(b),SEP, and Trust Accounts

Profunds Fund Family - Available in Non-Qualified, IRA, Roth IRA, 401(k), 403(b),SEP, and Trust Accounts

American Skandia - Variable Annuities (using ProFunds Benchmark and Sector Funds)

Nationwide - MarketFLEX Variable Annuity

Security Benefit Life - AdvisorDesigns Variable Annuity

Midland National Life - Vector Variable Annuity

Ameritas Life - Genesis Variable Annuity

 


 

TERMS AND CONDITIONS

Please note, performance is not guaranteed, and past performance should not be taken as any indication of future performance.
Actual performance may vary, and the possibility of loss always exists.

Copyright © 2008 by LBS Capital Management, Inc.