Why A Modified Buy and Hold Strategy


MOST AMATEUR INVESTORS WAIT FOR TROUBLE AND SELL ON THE WAY DOWN. PROFESSIONALS SELL ON THE WAY UP.  DON'T COUNT ON YOUR FINANCIAL GUY EITHER, MOST GET PAID AS A PERCENTAGE OF ASSETS, NOT CASH!

First off, let me be clear.  Buy and hold is a fine approach to investing. Why? Because markets always go up, it may take a while but they always go higher eventually.  BUT YOU CAN DO BETTER.

Not by trading.  Ouch.  Every study on the subject proves that simply buying the indexes beats trading over time.  Some wizbang software.  Really?  You aren't that naive.

A modified buy and hold strategy can be superior to buy and hold for two reasons;
  • safety of principle
  • potential of increased returns 
  • newsletter identifies when to be invested and when to be in cash
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Just look at the Dow chart, there is absolutely no reason why you couldn't avoid some of the worst downturns BUT you need to know when to sell, when to buy back in, that takes some market savvy.

Of course, hindsight is 20/20 but clearly, it may have been ok to take some profits in 2000 or 2007, go to cash, wait for the pullback and slowly re-enter the market.  Is the same true now, early 2014? Email to find out.