Market Trends Global Model Portfolios

The model portfolios are based upon advanced artificial intelligence (AI) software techniques that implement the proprietary Market Trends' Strategies. Key aspects of the Strategies include:

• ETFs ETFs provide representative assets for each asset class included in the strategy. This ETF approach provides the first key layer of diversification within the strategy: in-class diversification. Additionally, this ETF approach offers liquidity and low internal management fees.

  Strategy Signals Absolute as well as Relative momentum strategies are analyzed over short, intermediate and primary trends to generate “IN or “OUT” signals for each asset class in the model.

  Performance The goal is to capture the majority of the up moves in each asset class, while avoiding the majority of the down moves.

• Tactical Asset Allocation Each model is comprised of seven to twelve ETFs that represent various asset classes. This provides the second level of diversification built into the strategies: cross-class diversification. The asset classes/ETFs are chosen in order to provide both correlated and less correlated assets; this allows funds to be shifted to take advantage of different trending time frames for each asset class. The Market Trends Portfolio Strategies will automatically reallocate (shift) invested funds between the different asset classes based on the Strategy Signals.