Why Buy the Whole Market When You Can Buy the Market Leaders?

The investment goal of Market Leaders is to provide a core investment that is adaptive and flexible to ever-changing market conditions, adding returns with less risk than traditional fixed allocations, lifestyle or target date funds. Market Leaders seeks to do this by focusing on the seven basic asset classes that make up the core holdings for any equity portfolio: large-cap growth, large-cap value, mid-cap growth, mid-cap value, small-cap growth, small-cap value and internationals (there are 11 asset classes monitored in the new Direxion Evolution Market Leaders Fund).

Unlike a traditional fixed allocation or target date fund that owns all the asset classes, we implement a relative strength approach and rotate into the strongest four asset classes (leaders), while avoiding the three weakest asset classes (laggards).

Adding value starts by diversifying into the leading asset classes and avoiding those that drain performance. Then we strive to add more value by drilling deeper to seek out the leading mutual funds within each selected asset class.

Academic studies show that persistency in performance occurs. Leaders tend to continue to lead. Laggards often continue to lag. Academic Studies

Market Leaders features five suitability-based profiles founded on risk tolerance and investment time horizon, together with premium services such as our customized OnTarget Investing proposals and quarterly reporting. Strategic, Tactical and Dynamic approaches are all available at Strategic Solutions and select variable annuity contracts, as well as select 401(k) platforms.  Strategic and Tactical are both available on most Variable Annuities and Variable Universal Life policies. 

The table below can help you and your advisor decide which approach (Strategic, Tactical or Dynamic) is right for you.

Click here for Periodic Chart of Investments Returns

Disclosure

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Inherent in any investment is the potential for loss as well as profit. A list of all recommendations made within the immediately preceding twelve months is available upon written request. Information used and cited is from sources believed to be reliable but Flexible Plan cannot guarantee its accuracy.