As Investor uncertainty has continued over the past few months with the ebb and flow of the stock market, so has the addition of actively managed investment strategies in the Theta database. As we mentioned in our last Theta News, investors are seeking tactical strategies that have the flexibility to move in and out of the market as conditions merit. Theta is where they can find them.
In this issue of Theta News, we are pleased to introduce you to three tactical strategies that are now being tracked by Theta Research. The first was developed by Terry Bommer, President of Fiduciary Tactical Strategies (FTS) in Chesterfield, Missouri. Terry has established a Theta tracking account for his FTS Short-Term Trend strategy. Since this strategy is being traded at Guggenheim/Rydex updated performance will be posted on a daily basis. Theta has tracked and verified the actual performance of this model back to its inception date of October 1, 2017.
Next, DeWayne and Justin Hall of Good Life Asset Strategies in Fort Worth, Texas have submitted their Good Life Core Growth Program for tracking. This strategy trades at Interactive Brokers and Theta has verified its actual historical performance back to its inception date of January 1, 2016.
Another tracking account addition has been established by Ben Reppond, Chief Investment Officer at Reppond Investments in Bigfork, Montana. The Low Volatility Strategy also trades at Guggenheim/Rydex, so results will be posted daily. Theta Research began tracking the actual performance of this strategy as of its inception of October 1, 2018.
All the best,
Theta Research, LLC