Maximum number of funds owned at one time is 4. The Horse Race will always be invested so it does not use market timing. Since the Horse Race will never move to cash, but always own three different sector mutual funds, we classify it as an aggressive portfolio. Asset allocation is minimal. We're looking for a portfolio to place on this rung.
All management fees have a sliding scale that declines as the dollar amount of assets rises.
As with any investment past performance does not guarantee future performance. We believe it is impossible to predict how to invest 5 years from now, even 1 year from now. That's why we monitor every portfolio on a daily basis and make adjustments when necessary. We live in a global world that is in constant change. Our sole purpose is to take advantage of this changing world.