Eureka Partners, Two Alternatives, You make the call
Over the past 12 years we have specialized in providing Defensive Investment Approaches. These approaches have been based on technical/fundamental/political inputs. From this base a broad array of output has been disseminated. This output has included evaluations, forecasts, and resulting portfolio formats for various unique market conditions.
With the decline in relative buying power of the US consumer and economic headwinds in Europe and emerging markets, combined with a US FED that wants to reduce its balance sheet, but is afraid too, there will be volatility. So as we enter 2015 we are providing you access to two of our portfolios that are tracked for us on Marketocracy.com. These two different portfolios will allow you to decide which way that you want to invest.
One of the portfolios, Eureka Global Hedge, symbol EGH, was set up in March 2014 and is basically designed to capture the fundamental factors of this stage of the global market cycle. Both the direction and leverage of each ETF component of the Fund is determined on a discretionary basis. It currently is short US Stocks, short Global stocks, short Gold, short commodities, short Oil, long US Dollar, long T-Bonds, and long Volatility. Leverage level based on cash Value of the ETF’s is currently 2.15 for the fund in total. Leverage for any one component will range between 0.50 and 3.00.
The second portfolio, Eureka Alpha Hedge, symbol EAH, was set up this week, January 12, 2015. It is basically designed to capture the technical factors of this stage of the global technical cycle. Both the direction and leverage of each ETF component of the Fund is determined by a proprietary technical model. It currently is long US Stocks, short Gold, short commodities, short oil, long US Dollar, long T-Bonds, and long Volatility. Leverage level based on cash Value of the ETF’s is currently 1.71 for the fund in total. Leverage for any one component will range between 0.50 and 3.00.
The differences between the two funds at this juncture are the allocations of capital to each of the component sectors, the leverage level of each component and the position direction of various ETF components.
We will track the Net Asset Values daily in the Blog section of our website. The detail breakdowns of the components and leverage of those components for these two funds will be available by email. Just send a request by email to: firstname.lastname@example.org Any changes to the position direction , percentage allocations, and leverage levels of the components of each fund will be sent when they occur to those subscribing. This service will be at no charge through the end of the first quarter 2015. Fees going forward will be determined at that time.
Net Asset Values to date are: Fund EGH Fund EAH
Janaury 12, 2015 10.05 10.00
January 13, 2015 10.07 10.03
January 14, 2015 10.15 10.04