Advance and Protect

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Transcript of Advance and Protect

© 2011 Mitch Wood

Advance and Protect Program

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Logo

© 2011 Mitch Wood

Why Advance and Protect?

Markets go through cycles

© 2011 Mitch Wood

Why Advance and Protect?

Remove emotion from the investment

process

© 2011 Mitch Wood

What is Advance and Protect?

Combination of Capital Preservation and

Market Participation

© 2011 Mitch Wood

What is Advance and Protect?

© 2011 Mitch Wood

How it works

Cash is held

Position begins upward trend

Cash is deployed

Cash experiences

market participation

Position begins

downward trend

© 2011 Mitch Wood

The power of participation

“The most powerful force in the universe

is compound interest”

-Albert Einstein

© 2011 Mitch Wood

The power of participation

What if you had been out of the market

for only 10 days in the last 15 years?

© 2011 Mitch Wood

What if you missed the 10 Best Days?

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S&P 500

S&P 500 (Missed 10 Best)

• Average Annualized Return drops from 6.5% to 1.98%

• What were CD rates during that time?

© 2011 Mitch Wood

What if you missed the 10 Worst Days?

• Average Annualized Return almost doubles

from 6.5% to 11.66%

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S&P 500 (Missed 10 Worst)

S&P 500