In the wake of significant volatility in the equity markets over the past couple of weeks, investors are again considering actively managed strategies that have the flexibility to move in and out of the market as conditions merit. In this issue of Theta News, we are pleased to introduce three new tactical strategies that are now being tracked by Theta Research.

Note that two of the strategies are from Investment Managers new to Theta Research while the other is from one of our longest-term relationships. As a reminder, performance data on tracked strategies will not show up on the Theta database until they have at least three months of actual track record.

One of our new Investment Managers is Robert (“Rob”) Bernstein, founder of RGB Capital Group, LLC. In San Diego, CA. Rob has submitted his RGB Flex+ strategy for tracking. This strategy trades at National Financial Services (NFS) and Theta will track the model’s actual performance beginning on its inception date of October 1, 2018.

Another Investment Manager new to Theta Research is Wyatt Miller, founder and Chief Investment Officer of Miller Capital Management of New York City. Trading at Interactive Brokers, Wyatt has requested Theta to track the actual performance of his Opportunistic Value strategy from its inception of October 1, 2018.

Theta Research veteran, Rich Paul, of Potomac Advisors in Lakewood Ranch, FL has added his EVO2 strategy to those being tracked by Theta. EVO2 uses the same basic trading system as Rich’s EVO1 strategy, except that EVO2 trades are subject to his discretion. Theta Research has independently verified the actual track record of this strategy back to its inception date of February 9, 2004.

All the best,

Mike

Mike Posey

Marketing Director

Theta Research, LLC

(512) 826-5553

.(JavaScript must be enabled to view this email address)

Posted by MPosey on 10-16-2018 in Company NewsPermalink

News of website data breaches is reported nearly every day. We know that you are concerned about the privacy of your data and we are concerned about it as well.

That’s why the Theta Research site has recently undergone some major security upgrades. You won’t be able to see them, but under the hood they help to keep the hackers from gaining access to your login information and other private data.

Because of the upgrades now in place, our login routines have slightly changed. In the past, managers and subscribers could log in using either their username or email address along with their password. Now you must use your username to log in.

If you don’t remember your username, click the “Forgot Password” link at the top right of the Theta home page, then enter your email address. You will receive an email that shows your username and a link to change your password. Don’t want to change your password? No problem. Just ignore the email and the change password link expires after 24 hours.

We also plan to implement secure sockets layer (SSL) technology soon to further secure all pages of the site. This enhancement will not force you to do anything differently. It simply creates a secure “pipeline” between our site and your computer’s browser.

We try hard to test every function on the website after an upgrade, but we may have missed something. If you find a bug, drop us note to let us know what happened. We’ll get it fixed and back online as soon as we can.

Thanks for supporting Theta Research and for your patience during the upgrade process.

Mike Posey

Marketing Director

Posted by MPosey on 09-10-2018 in Company NewsPermalink

So…What Now???

It should not be news to anyone that the stock market just recently experienced the longest bull market in history. Beginning in March of 2009, the stock market has weathered a number of major hurdles to continue its upward trend to an incredible new record of 3,453 days. In its wake, the S&P 500 posted gains of over 320%.

The financial media talking heads are now busy trying to figure out how and why the stock market has posted this milestone. Some experts say that the bull market has more upward potential while others feel it is spent all of its energy and will soon take a nose dive.

The problem with superlatives such as “longest” or “strongest” is that they lend themselves to reversals. It just makes common sense that that the stock market will experience more bear markets and corrections in the future. No one knows when or how the market’s upward push may end, we just know that we’re closer to the next downward spike than we were this time last year.

Those investors and Advisors who believe that the market can’t go up forever are adjusting their portfolios to include actively managed strategies that seek to manage the risks inherent when the market superlatives turn negative.

In this issue of Theta News, I want to introduce you to three new actively managed strategies to the Theta database. One model is from a new Investment Manager and the others are from names you will recognize as being existing Investment Managers on the Theta database.

Our newest Investment Manager is Greg Corneille, CRPC, President and CEO of Axcel Capital Management, LLC. Based in Pasadena, MD, Greg has submitted his ACM Advantage Strategy for tracking. Theta Research has independently reconstructed this strategy’s actual performance back to its inception date of January 1, 2017.

Investment Manager, Vern Bell, President of Texas Elite Strategies of Plano, Texas has submitted another model for tracking. This newest tactical strategy is named the Elite Relative Value Strategy (ERVS-A) and Theta Research has independently verified its actual track record back to its inception date of July 3, 2017.

Finally, long-time Theta Investment Manager, Len Fox, founder of Scarecrow Trading has submitted a new strategy named the Scarecrow Blue Ribbon Portfolio. This is a new strategy having just started trading in mid-2018. Theta Research has established a tracking account and will continue to track
this model from its inception of June 1, 2018.

All the best,

Mike

Mike Posey

Marketing Director

Theta Research, LLC

(512) 826-5553

.(JavaScript must be enabled to view this email address)

Posted by MPosey on 08-28-2018 in Company NewsPermalink

In this issue of Theta News, I want to announce the addition of two new strategies to the Theta database. One model is from a new Investment Manager and the other is from one of our existing model developers.

Our newest Investment Manager is Ben Reppond of Reppond Investments, Inc. in Bigfork, Montana. Ben has established a tracking account for his Diversified Conservative Strategy. Theta Research has independently reconstructed this strategy’s actual performance back to its inception date of February 1, 2018.

Existing Manager, David B Daughtrey, owner and portfolio manager of Copperwynd Financial, LLC, has submitted another model for tracking. The newest program is called the 10-Stock Momentum Strategy and is the sixth model being tracked for Copperwynd. Theta Research has independently verified the actual track record of this strategy back to its inception date of April 1, 2017.

All the best,

Mike

Mike Posey

Marketing Director

Theta Research, LLC

(512) 826-5553

.(JavaScript must be enabled to view this email address)

Posted by MPosey on 05-18-2018 in Company NewsPermalink
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