In order to be invested for stock market returns and "sleep well at night," risk must be understood and managed.
During last year's financial turmoil, all index funds, all ETFs, and almost all mutual funds stayed 80% to 100% invested -- all the way down.
Going forward, there are going to be more times when investors should not be fully invested in the market. But knowing when to take protective action is a skill few have and generally, most investment firms put that responsibility squarely on your shoulders -- because they don't make that decision.
To "sleep well at night," investors need and want to know that someone can and will take steps to protect their portfolio when the market drops.
SWAN Team
To view the track records of the SWAN team analysts at www.marketocracy.com.
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1) A 5+ year track record that shows an ability to consistently beat the market over both short and long-term periods and through up and down markets.
2) A track record of actively protecting the portfolio by moving to cash, changing sector allocations and using inverse ETFs.
Marketocracy Capital Management reviews and evaluates each analyst on a regular basis and holds each analyst accountable for his or her investment performance. Our bench of over 500 contracted analysts is a resource of talent unparalleled in our industry.
Program Fees and Minimums
$25,000 account minimum
IRA and Regular Accounts only
$25,000 account minimum
IRA and Regular Accounts only
Account Value
|
MCM Advisor Fees
|
Brokerage
|
|||
|---|---|---|---|---|---|
$25k - $250k
|
1.50%
|
0.40% w/$200 min
|
|||
$250k - $500k
|
1.40%
|
0.30%
|
|||
$500k - $1M
|
1.30%
|
0.25%
|
|||
$1M - $2.5M
|
1.10%
|
0.20%
|
|||
> 2.5M
|
1.00%
|
0.15%
|
|||
FOLIOfn also charges separately for special services. Click here to see a list.