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Market Trends Global Model Portfolios

The Market Trends Global Model Portfolios are built upon proprietary strategies that are implemented using advanced artificial intelligence (AI) software modules. The model portfolios are constructed by choosing a strategy, a set of ETFs, and a target set of asset class allocations. Each model portfolio has its own characteristics that impact its risk level, potential returns, and the asset classes that are allocated.

• Global Environmental Model

  

  The Global Environmental Model is comprised of global companies specifically focused on clean power, clean water and improved infrastructure. In order to accomplish these objectives, scarce natural resources must be mined and employed. Should the economy begin to reflate and model equity and natural resource assets have “out” signals, the model shifts the portfolio to a TIPS fixed income and gold or finally to a short term treasury or money market account.

• Dividend Payer Model

  

  The Dividend Payer Model is focused on Global companies that have consistently grown their dividends over extended periods of time. The objective of the portfolio is to participate in stock market advances while attempting to mitigate declines. Should asset classes have “OUT” signals, portfolio assets are shifted to fixed income investments or a short term treasury or money market account.

• S&P Sector Rotation Model

  

  The Sector Rotation Model is comprised of S&P sectors that are correlated and sectors that are less correlated. When the strategy signal generates an “IN” signal, assets % weightings are increased in descending order of their capitalization weighting within the index. An “OUT” signal automatically shifts assets to an underweight % weighting position. Should all asset classes have “OUT” or underweighted % signals simultaneously, portfolio assets are shifted to a short term treasury or money market account.

• Global Macro Model

  

  The Global Macro Model is comprised of asset classes that are correlated and asset classes which are less correlated. When the absolute signals generate “IN” signals, assets are directed to the Global Regions. An “OUT” signal automatically shifts asset allocations to less correlated asset classes having an “IN” signal. A Gold weighting is incorporated in the model when it produces an “IN” signal. The model composition was designed to provide asset classes which could potentially participate in periods of economic growth, inflation or deflation. Should all asset classes have “OUT” absolute signals simultaneously, assets are automatically shifted to a short term treasury or money market account.

• Global Growth - Recession Model

  

  The Global Growth – Global Recession Model is comprised of asset classes that are correlated and asset classes that are less correlated. The Global Growth portion of the model concentrates on commodities and countries whose economies have a high dependence on commodities. The recession component is comprised of International Government fixed Income ETFs which would benefit from decreasing inflation trends and lower interest rates typically encountered in periods of slowing economic growth . A Gold weighting is incorporated in the model when it produces an “IN” signal. Should all Inflation-Deflation asset classes have “OUT” signals simultaneously, assets are automatically shifted to a short term treasury or money market account.