Bull bear

Bull Bear is a tactical ‘moderate growth’ strategy that will primarily invest in mutual funds. This strategy holds cash much of the time while waiting for the optimum opportunity to invest either on the long or short side.

When Bull Bear does invest on the long side, it will buy a 150% leveraged S&P 500 index fund.

If the market indicators used to make investment decisions turn strongly negative, the strategy may short the market using an inverse fund.

Inception Date

6/1/2002

n
Investment Vehicles

Mutual Funds

P
Direct Custodians
Fidelity Investments
TD Ameritrade
Nationwide Financial
Nationwide Advisory Solutions
Security Benefit
Available Platforms
Envestnet
Adhesion
Z
Model Marketplace
Riskalyze

We invite you to connect with us to learn more about this strategy’s objectives and how it is best utilized.