SELL IN MAY

AND GO AWAY

AT A

GLANCE

"Sell in May and go away" is a well-known financial-world adage, based on the historical under performance of the overall market in the "summery" six-month period commencing in May and ending in October, compared to the "wintery" six-month period from November to April.

We have taken this basic market premise and turned up the intensity on it to produce a strategy which will look at maximising returns during up periods whilst maintaining momentum when the markets are traditional stagnant. This is done using a mixture of Index's as well as a basket of bond positions.

BY THE

NUMBERS

EQUITY

GROWTH

Starting balance of $100,000 USD

HISTORICAL

PERFORMANCE

ASSET

ALLOCATION

INVESTMENT

STRATEGY

The Sell in May and Go Away strategy deploys the age old wisdom of the markets having a tendency to under perform in the summer months (northern hemisphere) and over perform in the winter. To that end, we have split the year in to two zones, the power zone and the danger zone. During each of these periods we bias either bonds of the market, using a range of proprietary algorithms to determine the our risk tolerance and where and when to exit.

 

This strategy also has inbuilt into its mechanics the ability to go to cash and stay there for a certain amount of time, until pre-set conditions are met again. As this is only one part of a larger portfolio of strategies, being in cash within this strategy for a few months can be handled.

WHAT

NEXT?

See how the blending of our three strategies produce strong results, whilst properly managing the risk and drawdown

UBIQUE

PORTFOLIO

UBIQUE

PORTFOLIO

Explore how our other strategy makes up the Ubique portfolio to give a blended non-correlated approach to the market. understanding how both strategies work is integral to the process

SEASONAL SECTOR

ROTATION

SEASONAL SECTOR

ROTATION

Explore how our other strategy makes up the Ubique portfolio to give a blended non-correlated approach to the market. understanding how both strategies work is integral to the process

GOLDEN

RATIO

GOLDEN

RATIO