AA Market Plus – An ETF Model Portfolio
AA Market Plus – A Growth Model Portfolio
Market Plus Cumulative Returns vs. The Market (S&P 500)
AA MARKET PLUS (ETFs Only) data by YCharts
Market Plus Is Beating The S&P 500 Since 2003
The Market Plus investment team has outperformed the market by identifying the segments of the market we believe have the greatest growth potential. We believe investors both small and large, have the ability to use the Market Plus Portfolio to crush Wall Street returns over time!
Cumulative Returns of a $10,000 Investment in Market Plus
AA MARKET PLUS (ETFs Only) data by YCharts
Portfolio Objective:
The Market Plus portfolio was developed as an easy-to-follow buy-and-hold growth model. It uses low-cost ETFs which are widely available at multiple online brokers. This is a growth model so it will have a higher risk than more moderate portfolios.
How and Why This Model Works:
At the core of this model is exposure to broad market indices where investors get exposure to the overall market. Then through our research, and years of investing, we have identified and broken down the segments of the broader market into what are known in the investment community as “sectors” of the market.
Like in sports you have an offense and defense. The same is true with the sectors of the market. There are sectors that are known for doing well when the market is going up (offense) and others that perform better when the market is going down or sideways (defensive).
We broke each sector down into offense, defense, and non-directional.
For our AA Market Plus model portfolio, we are investing in the broad market indexes and the offensive sectors of the market. Since our research shows 70% of the time the market exhibits favorable conditions for growth, we want to focus on the segments of the market that have the highest probability of favorable returns, all based on our own research.
Model Portfolio Returns Throughout Time
Year-to-Date Portfolio Returns in Market Plus
AA MARKET PLUS (ETFs Only) data by YCharts
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CTA – sales text and used send owl to collect payment and deliver the Portfolio report in the form of a PDF File.
Price? TBD $17, $39? $99? — it is a static portfolio so it is a one-time purchase, but it does work as a bit of a loss leader to build an email list. I need to think through this more…
Disclosure
Performance is based on information from third-party sources believed to be reliable. Performance shown for managed assets is net of applicable advisory, custodial, brokerage and other fees and expenses which reduce returns.
The performance information presented has not been audited or verified by an independent accounting firm. The performance data represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than what is shown.
The investment return and principal value of an investment will fluctuate so that an investor’s securities, when redeemed, may be worth more or less than their original cost. There can be no assurance that a portfolio will achieve its investment objective.
If provided, benchmark index data is for comparison purposes only. Benchmark returns may or may not be adjusted to reflect ongoing expenses such as transaction charges. While we seek to use benchmarks that are representative of the market segment with risk and composition reasonably similar to your portfolio, your portfolio may differ significantly from the individual securities included in the benchmark index. It is not possible to invest directly in an index. Please ask your Investment Adviser Representative if you have any questions about the use of benchmarks. This report is provided for informational purposes only. It may include unmanaged assets.