Performance

 

To really judge the effectiveness of any given strategy it is essential to look at its performance over a full market cycle. No one knows what the future will bring: will it be a series of great bull markets and weak bear markets, or just the opposite, a series of weak bull markets coupled with stronger bear’s. The only thing we do know for an absolute certainty is that we will go through a series of market cycles. Therefore the best way to judge any strategy is just how well it performs during a full market cycle.

 

For information regarding the methodology used to achieve the performance of any research group or index please take a moment to look at our methodology page.

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STIR Research Historical

STIR Research Groups Historical

 

To really judge the effectiveness of any given strategy it is essential to look at its performance over a full market cycle. No one knows what the future will bring: will it be a series of great bull markets and weak bear markets, or just the opposite, a series of weak bull markets coupled with stronger bear’s. The only thing we do know for an absolute certainty is that we will go through a series of market cycles. Therefore the best way to judge any strategy is just how well it performs during a full market cycle.

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Flexible Asset Allocation Research
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Market Leaders Index Research

Market Leaders Indexes Historical

 

You are familiar with the rewards of a bull market (rising prices) and the pain of bear markets (falling prices). However, most are not familiar with the striking difference between secular bulls and bear markets. A new secular bull market (a two decade period of generally rising prices) that will include a series of cyclical bull and bear markets (shorter intermediate term moves of ring and falling prices). But for you to grasp just how rare and significant a secular bull can be to your financial future, a better understanding is needed. The STIR Indexes have a goal to perform better, three times (3X) better than the 700% gain in the market in this new secular bull lasting until at least 2030. A 2100% gain is a possible goal if you perform 50% better in the rising markets and lose no more than the market during the declines. Index performance is hypothetical because you cannot invest directly into an index.

Flexible Asset Allocation Historical

Flexible Asset Allocation (FAA) is universal in nature and not directed towards a specific fund family. Many investment platforms are available today that cover multiple families or ETF’s, where a multitude of asset classes are available. In the analysis of our FAA model portfolios, we are able to expand our research to cover different equity asset classes and bond classes. FAA model portfolios in this group are active and flexible. Each clearly identifies the leading asset classes for portfolio inclusion. Analysis also includes the STIR Market Environment Indicator (MEI), Relative Strength Analysis (RSA), and our Individual Fund Signal (IFS). Equity, bond selections, and allocations are constantly monitored and adjustments are made as leadership or the market changes.