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