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Investment Strategy Performance

 

YTD

10/31/09

1 YearSince
Inception*
RWA Aggressive-1.30%-5.06%12.08%
RWA Moderate Aggressive3.85%-0.35%12.02%
RWA Moderate9.19%4.42%11.85%
RWA Moderate Conservative14.73%9.24%11.57%
RWA Conservative20.46%14.09%11.17%
RWA   Income 50
26.39% 18.95% 10.65%
RWA   Income 30
19.15%16.82%
7.77%
S&P 50014.92%7.15% -2.23%

Important Disclosures

RWA Market Momentum
Weekly Podcast

The RWA Market Momentum Model is one of the easiest to use investment systems ever developed.  This weekly podcast is especially designed to give listeners a "sneak peak" of what the model is suggesting as the most desirable investment asset class. 

Each week a 3 to 10 minute audio podcast will be posted to the site.  Each podcast will reveal which potential investments are showing signs of potentially strong performance, as well as those that should be avoided.  The benefit to listeners is a higher comfort level with their investment portfolio that is based on facts rather than speculation.

The framework of the model was developed by Jason Wenk, Chief Investment Strategist of Retirement Wealth Advisors, Inc.  It is used as a component to the firm's revolutionary FormulaFolio Investment Strategies - investment strategies entirely driven by quantitative computer models.

While this may sound complex; it most certainly is not.

Think of the Market Momentum Model as a tool, that when used correctly, is designed to catch every major global bull market; while avoiding major bear markets.  By mechanically rotating through global asset classes, the model has the potential to make sizable investment gains in any market conditions.

The Market Momentum Podcast is 100% free to subscribers - and gives a rather unique perspective to investing that challenges all conventional wisdom and age-old investing ideaology.

 
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