The US Maximizer Strategy

 

Objective:

Our objective with the US Maximizer Strategy is to generate returns greater than the broad domestic equity market as measured by the S&P 500 Index. Managing volatility and risk are paramount in the US Maximizer Strategy, as it seeks the relative safety of a money market fund during potentially falling markets.

The US Maximizer Strategy seeks to be invested in the top 2 Rydex leveraged "Long" benchmark funds as ranked by our Advanced Investment Technologies when the market shows the potential of rising.

How the Strategy Allocates its Investment:

When our Advanced Investment Technology has generated a "Buy" signal, accounts will be fully invested in one or more of the following universe of funds:

  • NOVA, OTC, MID-CAP ADVANTAGE, RUSSELL 2000© ADVANTAGE (RYDEX FUND FAMILY)
  • When our Advanced Investment Technology has generated a "Sell" signal, accounts will be fully invested in one or more of the following funds:

  • U.S. GOVERNMENT MONEY MARKET 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.

     

    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.