Money Flow ETF Portfolios MoneyFlow & Relative Performance Stock Portfolio
Systematically Managed Passive Portfolios
Systematically Managed Passive Portfolios
10 Year, 52 Week Rebalance, Buying Top 100 Money Flow & Relative Performance Stocks and Selling Bottom 20% of Rankings. 89% Active Return (Alpha) vs. S&P400
10 Year, 52 Week Rebalance, Buying Top 100 Money Flow & Relative Performance Stocks and Selling Bottom 20% of Rankings. 86% Active Return (Alpha) vs. S&P600
Our 20-year Total Return +1,179.00 vs. S&P500 +349.03
Our Money Flow Growth Portfolio is designed to give investors exposure to Growth during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction.
Our Money Flow Value Portfolio is designed to give investors exposure to Value during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction.
Our Money Flow Core Portfolio is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction.
Our Money Flow Core w/ Bonds is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs with just Bonds during periods of liquidity contraction.
Our Money Flow Core w/ Gold is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs with just Gold during periods of liquidity contraction.
Our Money Flow Core w/ Non-Cyclical equities is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs with just Non-Cyclical equities during periods of liquidity contraction.
Money Flow Portfolio recommendations over the past 12-36-60 months
1 Year Performance
2 Year Performance
5 Year Performance
Money Flow Portfolio Vs. S&P 500 (SPY)
DISCLAIMER:
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this newsletter (article), will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from The Brogan Group Equity Research (a division of Wellington Shields & Co, LLC.).
To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.
A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
It should not be assumed that recommendations made in the future will be profitable or will equal past performance.
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