Folios for Investing
A folio is made up of securities that are driven by underlying indicators. Folios may be restricted to only holding certain types of investments such as stocks, mutual funds, ETFs, etc.
Trend Advantage Folio
The Trend Advantage folio tends consist strictly of stocks, but can hold mutual funds and/or ETFs. The entire methodology behind this strategy is to select the top 7 stocks that stand the biggest opportunity for growth. This list is monitored and adjusted monthly, if needed. Three algorithms are watching constantly to determine the times to be invested vs seeking safety in cash/money market funds.