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401K Newsletter/Calendar

$100 for the entire year

 

A calendar based method of managing the risk inherent in buy and hold strategies forced upon us within IRA plan restrictions.  Based on the strategies outlined in "Recipe Investing Book"

 

A couple of things to focus on...

  1. Only in the market 16.34% of the time.  The rest of the time is spent in Money market
  2. Compounded Annual Return was twice buy and hold of the Russell 2000 index.
  3. Maximum Drawdown for 401K was -11.85% versus  a -54.98% for Russell2000
  4. Uses methods defined in my book "Recipe Investing".  The book may be ordered at Amazon.com.   

What you will get:

 

5 Calendars built from the strategies defined in the book Recipe Investing.

 

  • Holidays
  • Seasons
  • Calendar Periods
  • Thanksgiving
  • All combined into a single calendar with overlapping trades considered

 

Example of what a single calendar will look like.  Calendar Example

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This tool provides a method of protecting your 401K from the wild market swings experienced with a buy and hold on for your life strategy.

 

The statistics below give you a sense of how it performs using the Russell 2000 index as the investment vehicle.  

                                                     

   401K Trader History                Qualify your 401K           ----------------------------------------

Results Summary

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Starting Date:       01/03/95

Ending Date:         12/31/08

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401K System Results

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Current Position:     100% LONG

Current Trade Date:   12/31/08

Current Entry  RUT:     436.80

Current Trade Gain:     +14.34%

 

Trades:        85 (65.88% Winners) 6.07/year

Ave. Gain Per Trade:      +1.68%

Largest Gain:            +14.34%

Largest Loss:             -4.08%

Max. Drawdown (peaks):   -11.85% on 12/01/08

Max. Drawdown (entry):    -5.62% on 12/20/00

Total Gain:             +301.34%

Compounded Annual

Return:                  +10.43%

Percent Invested:         16.34%

Percent long:             16.34%

Percent short:             0.00%

CAR While Invested:      +48.04%

Ulcer Index:               2.85

Winning Years:            92.86%

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RUT (Russell 2000)  Buy And Hold Results:

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Start:                 247.24

End:                   499.45

Total Gain:           +102.01%

Maximum Drawdown:      -54.98% on 11/20/08

Compounded Annual

Return:                 +5.15%

Ulcer Index:            16.67

Winning Years:          64.29%

 

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Hold Cash Only Results:

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Total Cash Gain:       +80.35%

Compounded Annual                   

Return:                 +4.30%

 

   

 

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