Relative Strength + Systematic Trend Identification = Market Beating, Absolute Returns
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1 Robert W. Colby Asset Management The Relentless Pursuit of Higher Returns Relative Strength + Systematic Trend Identification = Market Beating, Absolute Returns Robert W. Colby, CMT Chief Investment Strategist William K. Anderson Managing Partner
2 Absolute Return Strategies have academic credentials. The $21 Billion Yale University Endowment and the $32 Billion Harvard University Endowment have significant commitments to Absolute Return Strategies. Yale: 23% of Endowment. Harvard: 15% of Endowment.
3 Higher Returns in Bull and Bear Markets CAGR= 20.91% CAGR= 11.76% CAGR= 7.15% Performance data contains both actual trading and back testing of actual historical data. See our website for portfolio-specific trading data.
4 Colby s Absolute Return Strategy Selects high relative strength stocks and ETFs in bull markets. Dynamically shifts out of stocks in developing bear market trends using Colby s Systematic Trend Identification. Shifts into and out of the stock market are 1. objective 2. quantitative 3. automatic
5 How does Colby s Relative Strength Strategy work? 1) Every week, we objectively quantify the trend momentum of each stock or ETF (in our target universe) over a long time frame spanning many months, according to Colby s proprietary formula. 2) Next, we rank order securities from highest to lowest. 3) Finally, we buy the highest-ranked, bestperforming stocks and ETFs, the ones with the strongest major trend price momentum. 4) We sell the stocks and ETFs that fall off our list of the best performing ones.
6 High Relative Strength Colby s Relative Strength Top 10 ETF Study was featured in Forbes Magazine in Colby s algorithm can be used to rank and select stocks, ETFs, and mutual funds.
7 Colby s Top 10 ETFs Research Study
8 Colby s Systematic Trend Identification System for Dynamic Allocation Shifts Quantifies trends in many different time frames. Gives step-by-step signals get into or get out of stocks.
9 100.00% 80.00% Step-By-Step Signals Into / Out of Stocks Top chart illustrates the recommended maximum exposure to stocks. Bottom chart is the S&P % 40.00% Maximum Exposure to Stocks 20.00% 0.00% 1/5/2007 1/5/2008 1/5/2009 1/5/2010 1/5/2011 1/5/2012 1/5/2013 1/5/2014 S & P 500 1/1/2007 through 3/17/2014
10 Colby s Systematic Trend Identification System for Dynamic Allocation Shifts Shifts into stocks in new bull markets are automatic and systematic, adding long exposure step by step as the systems component indicators turn upward. Shifts out of stocks in new bear markets are automatic and systematic, reducing long exposure step by step as the systems component indicators turn downward.
11 Example: Money shifts into Stocks or out of Stocks (Safety First), based on our 100% objective quantitative algorithm. The Safety First Strategy invests in Cash, Bonds, or Inverse ETFs in Bear markets. STOCKS Safety First STOCKS Safe STOCKS S&P 500 For illustration only. Shifts between portfolios are generally incremental and gradual.
12 Dynamic Allocation Shifts, Example Bear Market 100% Stocks 80% Stocks 50% Stocks 40% Stocks 10% Stocks 0% Stocks S&P at 1331 S&P % Stocks 90% Stocks 80% Stocks 60% Stocks 50% Stocks 20% Stocks
13 5 Key Questions About Money Management 1. Are investment choices limited and inflexible? 2. Are portfolios too heavily weighted to the U.S. stock market? 3. Is there effective management beyond the most basic asset allocation for diversification? 4. Is it merely a fully invested at all times passive clone of an index? 5. Is there a genuine attempt to capitalize on major market trends, to avoid major market declines and to take full advantage of major market advances?
14 Colby s Managed Account Solutions No minimum account size. Account types: Traditional IRA Roth IRA Brokerage Trusts 401(k) Rollover 403(b) Rollover Inherited IRA Any trading strategy can be applied to any account type. Trading strategies can be combined based on risk tolerance and/or age.
15 Colby s Managed Account Solutions Safety First Portfolio An Absolute Return Portfolio Completely flexible, from 100% stocks, or 100% ETFs, or 100% Bonds, or 100% Money Market, or any mix of these, depending on market conditions. You can choose to automatically shift your funds into this Safety First Portfolio for maximum protection in bear markets, based on Colby s Systematic Trend Identification System for Dynamic Allocation Shifts. The Colby Safety-First Portfolio is up % through November, 2014, compared to the % total return of the S&P 500 benchmark.
16 Colby Safety First Portfolio
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18 Colby s Managed Account Solutions Flex Portfolio Invests in ETFs representing broadly diversified asset classes. We quantify the Relative Strength of 53 ETFs and buy the strongest ones. Shifts to 50% cash in bear markets. You can choose to automatically shift your funds completely out of Flex and into Safety- First, for maximum protection in bear markets, based on Colby s Systematic Trend Identification System for Dynamic Allocation Shifts.
19 Colby s Managed Account Solutions Sample Holdings - Flex Portfolio Equal Weights in the following (12/05/2014) Security Name HEALTH CARE SECTOR SPDR ETF CONSUMER STAPLES SECTOR SPDR ETF CONSUMER DISCRETIONARY SECTOR SPDR ETF TECHNOLOGY SECTOR SPDR ETF INDUSTRIAL SECTOR SPDR ETF VANGUARD REIT ETF FINANCIAL SECTOR SPDR ETF ISHARES S&P 500 GROWTH ETF ISHARES US REAL ESTATE ETF UTILITY SECTOR SPDR ETF VANGUARD GROWTH ETF ISHARES RUSSELL 1000 GROWTH ETF ISHARES RUSSELL MID CAP GROWTH ETF ISHARES CORE S&P 500 ETF Ticker Symbol XLV XLP XLY XLK XLI VNQ XLF IVW IYR XLU VUG IWF IWP IVV
20 Colby Flex Portfolio
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22 Colby s Managed Account Solutions Stocks Plus Portfolio Invested in 20 highest Relative Strength stocks or strategic ETFs out of 600+ we rank each week. Shifts to 50% cash in bear markets. You can choose to automatically shift your funds completely out of Stocks Plus and into Safety-First, for maximum protection in bear markets, based on Colby s Systematic Trend Identification System for Dynamic Allocation Shifts.
23 Colby s Managed Account Solutions Sample Holdings Stocks Plus Portfolio Equal Weights in the following (12/05/2014) RF Micro Devices Inc SOUTHWEST AIRLS ELECTRONIC ARTS ORD Gentex Corporation YAHOO L Brands, Inc. WHOLE FOODS MARKET ORD WHIRLPOOL LOWES EchoStar Communications RFMD LUV EA.O GNTX YHOO LB WFM.O WHR LOW DISH AMGEN MONSTER BEVERAGE ORD APOLLO GROUP Ryanair Holdings plc Patterson Dental Company DENTSPLY International Inc AMERISOURCEBERGN KLA TENCOR LEGGETT & PLATT TEXAS INSTRUMENTS ORD AMGN MNST APOL RYAAY PDCO XRAY ABC KLAC LEG TXN.O
24 Colby Stocks Plus Portfolio
25
26 Research. Colby Global Markets Report Robert W. Colby s weekly analysis covers: markets, economy, trend identification, tangible assets, commodities, fixed-income, sectors, 143 select ETFs Relative Strength Rankings, and 1100 ETF and closed-end fund RS Rankings.. For a 2-month free trial, go to: /traders.html
27 Colby Product / Service Pricing Managed Accounts Up to $500,000, 1.0% / year Over $500,000, 0.75% / year Weekly Colby Global Markets Report $19.95/month or $199/year Dynamic Allocation Shifts, Weekly Signals Only Individuals, $ 99 / year Advisors, $ 999 / year
28 Contact Information Robert W. Colby Asset Management, Inc. 40 Wall Street, 28th Floor New York, NY Phone: Fax: web:
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