Timing Model Portfolio
Our most aggressive program. Held at Rydex Investments, this portfolio moves into the index or sector funds at Rydex that are performing the best. These funds can be leveraged up to 200%, and funds can be both long and short the market. Only a small amount of risk capital should be placed in this very aggressive program by a potential client. Because there are no fees and no holding period, this program can be very flexible. It is worth noting that KPP principals are also invested in this program and that they practice “Parallel Investing” meaning their assets are invested in the same equities as their clients.
Objective: Capital Appreciation
Minimum Investment: $25,000
Risk: Very Aggressive
Quarterly Fees: 0.50% of Assets Under Management
Minimum Investment: $25,000
Risk: Very Aggressive
Quarterly Fees: 0.50% of Assets Under Management
If you are interested in this program or want to learn more, call for a consultation with Jerry and Steve. They will sit down with you and examine where you are financially and discuss your expectations for the future. Or it can be done by phone. To sign up for a FREE CONSULTATION on line click here.
