Anacapa Strategy

Specialties

Anacapa Strategy is an investment report providing subscribers with access to an investment model that has historically provided attractive returns compared to the general US stock market. Anacapa, the main portfolio, uses a proprietary market timing model to fully invest in the S&P500 during favorable periods, and to exit the market at junctures where the market is vulnerable to correction. Historically, the «sell» recommendations provided by the Anacapa system have effectively protected capital during down markets. Sell signals were issued prior to the 2000-​02 bear market and the 2008 financial crisis.

Anacapa Strategy offers three additional portfolios (Balanced Value, Global, Strategic Allocation) that also incorporate a strict risk management discipline and like the main Anacapa portfolio, use only Exchange Traded Funds (ETFs). One of these portfolios (Strategic Allocation) is based on commodity ETFs and involves frequent trading, both «long» and «short».

History

Established in 2003.

Established in 2003 in Chicago; now based in Los Angeles.