International Currency Growth Strategy

Risk Level: Above Average
Return Objective: Aggressive Growth

Strategy Description

The International Currency Growth strategy is designed to take advantage of the price variations in international currencies. The methodology uses a system of differential equations to determine which currencies have the strongest momentum at any given time. It is kind of like visiting an optometrist and the doctor checks vision by having you compare one lens against another.

Normally the strategy will allocate assets to one or two currency ETFs at any given time. During periods of weakness in the international currency markets, a portion or all of the assets can be moved to a money market fund to reduce risk.

This investment strategy is designed for aggressive capital growth. Because this strategy seeks maximum returns, diversification may be limited and there is substantial risk. Because of these factors, this strategy is suitable only for aggressive investors who are prepared to withstand draw-downs in an effort to earn larger profits. Funds selected may have volatility equal to or greater than that of the S&P 500 index.

Investment Objectives

The objective is to allocate client assets to the currency that is showing the strongest momentum at any given time. Accounts are set up at FolioFN and the investment vehicles are exchange traded funds (ETFs). This investment strategy is designed for capital growth. Individual funds selected may have volatility equal to or greater than that of the S&P 500 index. Assets may also be moved to a money market fund if it appears that is the best procedure for avoiding capital loss during periods of high market risk. Investors must understand that high volatility and risk are inherent in strategies that seek a high return.

Performance:

By clicking the link below you will be taken to a web site maintained by Theta Investment Research, an independent company that tracks investment manager performance. You will be asked to enter an email address then you will be sent an email with instructions on how to access the performance information for this and other Strategis Financial Group investment strategies.

Performance numbers at the Theta Investment Research site come from an actual client account and are net of fees. You will also be able to adjust the time frame of the strategy performance and select alternative benchmarks for comparison.

If you would prefer, you can call and speak to a Strategis representative (800-279-3377) and we will be happy to send you a copy of the performance report by regular mail.

If you are a Strategis client and you want specific information about your individual account, please call and speak to your Strategis representative about how to access account information online.

Go to the International Currency Growth Strategy page »