Disclaimer for charts: Investors cannot invest directly in an index. Past performance is no guarantee of future results. Strategies striving to mirror an index will have different returns due to tracking error, management fees and trading expenses. STIR Research is intended for a professional audience for informational purposes only and is not a recommendation to buy or sell any security, nor is it intended as specific advice for any individual investor’s portfolio. STIR is NOT a registered investment advisor or broker-dealer. STIR provides experienced independent quantitative research.

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Preferred Fund Family Fact Sheets

Investment options within fund and variable annuity families have never been more complex. The STIR Preferred Fund Families (PFF) have gone the extra mile to add more choices for the tactical and absolute managers than any other fund families. This explains the reason that they stand alone in being the fastest growing of the hundreds of fund families available. In addition to serve tactical allocation practitioners, these fund families offer an unlimited amount of exchanges an advisor or institutional investor may make. The Preferred Fund Families serve the best interests of both the traditional strategic advisor and the more sophisticated needs of the tactical advisor.

PFF002

Profunds Aggressive

ProFunds Aggressive

Seeks capital appreciation in all market environments by being invested equally in the following 4 pairs of ‘opposites’: Long or short the S&P 500, long or short the NASDAQ 100, long Real Estate or short the long bond, and long Utilities or short the long bond. The model can be 100% long to 100% short and any combination in between based upon the individual signals for each pair of ‘opposites’.

 

PFF003

Profunds Moderate

ProFunds Moderate

PFF003 is a diversified equity portfolio of the leading funds chosen from the excellent choices available in this fund family. Leaders in an uptrend will make up 4 different positions with the following diversification allocations, up to 3 style boxes, up to 2 internationals and up to 1 sector (these make up the maximum allocations, the total number of positions remains at a maximum of 4).  During a perceived bearish market, the model can be 50% in the safety of a money market fund and the remaining 50% invested in an inverse fund (short).

PFF004

Profunds Conservative

ProFunds Conservative

PFF004 seeks capital appreciation through capital preservation in a balanced diversified portfolio. This portfolio monitors 5 different asset classes, being either long the asset class when it is in a perceived uptrend or in the safety of money markets for that asset class in a perceived downtrend: Large-Cap Growth or cash, Small-Cap Value or cash, Europe or cash, Japan or cash and Long term Government Bond or cash. The model can be 100% long to 100% cash or any combination in between based upon the individual signals for each of the risk managed asset classes.

 

PFF012

Rydex Moderate

Rydex Funds Moderate

PFF012 is a diversified equity portfolio of the leading funds chosen from the excellent choices available in this fund family. Leaders in an uptrend will make up 4 different positions with the following diversification allocations, up to 3 style boxes, up to 2 internationals and up to 1 sector (these make up the maximum allocations, the total number of positions remains at a maximum of 4).  During a perceived bearish market, the model can be 50% in the safety of a money market fund and the remaining 50% invested in an inverse fund (short).

 

PFF021

ETF Aggressive

ETF Aggressive

PFF021 seeks capital appreciation in all market environments by being invested equally in the following 4 pairs of ‘opposites’: long or short the S&P 500, long or short the NASDAQ 100, long Real Estate or short the long bond, and long Utilities or short the long bond. The model can be 100% long to 100% short and any combination in between based upon the individual signals for each pair of ‘opposites’.

 

PFF023

ETF Conservative

ETF Conservative

PFF023 seeks capital appreciation through capital preservation in a balanced diversified portfolio. This portfolio monitors 5 different asset classes, being either long the asset class when it is in a perceived uptrend or in the safety of money markets for that asset class in a perceived downtrend: Large-Cap Growth or cash, Small-Cap Value or cash, Europe or cash, Japan or cash and Long term Government Bond or cash. The model can be 100% long to 100% cash or any combination in between based upon the individual signals for each of the risk managed asset classes.

 

PFF011

Rydex Aggresive

Rydex Funds Aggressive

PFF011 seeks capital appreciation in all market environments by being invested equally in the following 4 pairs of ‘opposites’: long or short the S&P 500, long or short the Nasdaq 100, long Real Estate or short the long bond and, long Utilities or short the long bond. The model can be 100% long to 100% short and any combination in between based upon the individual signals for each pair of ‘opposites’.

PFF013

Rydex Conservative

Rydex Funds Conservative

PFF013 seeks capital appreciation through capital preservation in a balanced diversified portfolio. This portfolio monitors 5 different asset classes, being either long the asset class when it is in a perceived uptrend or in the safety of money markets for that asset class in a perceived downtrend: Large-Cap Growth or cash, Small-Cap Value or cash, Europe or cash, Japan or cash and Long term Government Bond or cash. The model can be 100% long to 100% cash or any combination in between based upon the individual signals for each of the risk managed asset classes.

PFF022

ETF Moderate

ETF Moderate

PFF022 is a diversified equity portfolio of the leading funds chosen from the excellent choices available in ETF’s. Leaders in an uptrend will make up 4 different positions with the following diversification allocations, up to 3 style boxes, up to 2 internationals and up to 1 sector (these make up the maximum allocations, the total number of positions remains at a maximum of 4).  During a perceived bearish market, the model can be 50% in the safety of a money market fund and the remaining 50% invested in an inverse fund (short).

 

PFF024
ETF International

ETF International

PFF024 seeks capital appreciation in a balanced diversified portfolio of the leading country and regional funds. The model monitors over 75 country funds, rebalancing quarterly into the leading five. All funds are ex U.S. The list includes both developed countries, like Germany and Japan, and emerging markets, like Russia and Brazil. This model portfolio at times could be represented by all emerging market countries or developed countries. But normally, a representation of both. Each of the +75 country funds are monitored quarterly utilizing STIR proprietary Relative Strength Analysis.