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Our Investment Strategy

Our Investment Strategy. How to Make the Trend Your Friend. Goals for Today. Show you what we have come to believe How we are putting that into practice for ourselves and our clients How that might affect you. When to be Invested . In the market when the trend is Up

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Our Investment Strategy

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  1. Our Investment Strategy How to Make the Trend Your Friend

  2. Goals for Today • Show you what we have come to believe • How we are putting that into practice for ourselves and our clients • How that might affect you

  3. When to be Invested • In the market when the trend is Up • Out of the market when the trend is Down This is our first belief: • We believe we can reduce your losses and increase your overall return over time.

  4. What is Important? • It is not so much what you make when the market goes up…. • It is what you keep when the market goes down!

  5. Growth • When the stock market is up, that is growth. We want to be invested in Growth Investments during those periods when the market trend is up.

  6. Decline • When the stock market reverses (goes down), we do not want to be a part of that trend. Instead, we want to keep as much of our investment base as possible by shifting to interest earning assets, until the trend is up again.

  7. The S & P 500 IndexOctober 11, 2007 to March 9, 2009 1,576.09 October 11, 2007 676.53 March 9, 2009 <899.56> 57% loss What do you have to earn to get back to where you started? 133%

  8. Risk • We are not willing to hold on for the long term while the value of our investments continue to evaporate. This is our second belief: • We believe it is not a good idea to lose money.

  9. How do we Address Risk? • By paying attention • Weekly and mid-week emails from our trend following service. • Daily review of resources

  10. How do we Address Risk? • Tools • Trend following service built upon a proprietary mathematic model with a 38 year track record • Technical and fundamental analysis • We use No load mutual funds and Exchange Traded Funds (ETFs) that are suitable for this strategy mutual funds spread the risk no load no transaction fees freedom to reallocate from growth to cash to growth and so on

  11. Next Step • Do It Yourself or… • Schedule an appointment to see if we may be able to work with you.

  12. Questions? • Call or email us today to set up your free initial consultation! Burns Capital Investment Advisors, Inc. “Helping you make the Trend Your Friend” (503) 538-4103 clientservices@burnscapital.com

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