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Trend Following Pitfalls

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While there is a lot of wisdom in utilizing a trend following system, they are not without their pitfalls.
By their very nature, they are going to experience some of the downtrend, and they miss some of the uptrend.
But neither of those points negates their value. That's why we use two trend following systems to complement our tactical models.
We are big advocates for having both a long-term strategic component to your investment portfolio as well as a short-term tactical component.
#trendfollowing
This video, like all of our videos is made to help you understand the reality of what is happening in our nation's economy and how that translates to our stock and bond markets - without the hype and without an agenda. We are a fee-only asset management firm, managing money for discerning investors. If you would like to learn more, you can find our website below. Likewise, you are welcome to follow our Founder and Chief Investment Officer on LinkedIn.
#EvidenceBasedInvesting
#sp500 #stockmarket #activemanagement #riskmanagement #investmentmanagement #investing #retirementplanning #smallcapstocks
This information is intended to be educational. Hicks & Associates Wealth Management does not provide tax or legal advice. You should consult with a qualified tax, legal or financial professional before making any decisions.
Investment advisory services are offered through Hicks & Associates Wealth Management, LLC (“Hicks & Associates”), an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. More information about Hicks & Associates can be found in Form ADV Part 2 or Form CRS which is available on our website.
Past performance is no guarantee of future returns. Hicks & Associates reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The visuals shown are for illustrative purposes only and do not guarantee success or certain level of performance. This material contains projections, forecasts, estimates, beliefs and similar information (“forward looking information”). Forward looking information is subject to inherent uncertainties and qualifications and is based on numerous assumptions, in each case whether or not identified herein.
This information may be taken, in part, from external sources. We believe these external sources to be reliable, but no warranty is made as to accuracy. This material is not financial advice or an offer to sell any product. There is no guarantee of the future performance of any Hicks & Associates portfolio. The investment strategies discussed may not be suitable for all investors. Before investing, consider your investment objectives and Hicks & Associates charges and expenses. All investment strategies have the potential for profit or loss.
By their very nature, they are going to experience some of the downtrend, and they miss some of the uptrend.
But neither of those points negates their value. That's why we use two trend following systems to complement our tactical models.
We are big advocates for having both a long-term strategic component to your investment portfolio as well as a short-term tactical component.
#trendfollowing
This video, like all of our videos is made to help you understand the reality of what is happening in our nation's economy and how that translates to our stock and bond markets - without the hype and without an agenda. We are a fee-only asset management firm, managing money for discerning investors. If you would like to learn more, you can find our website below. Likewise, you are welcome to follow our Founder and Chief Investment Officer on LinkedIn.
#EvidenceBasedInvesting
#sp500 #stockmarket #activemanagement #riskmanagement #investmentmanagement #investing #retirementplanning #smallcapstocks
This information is intended to be educational. Hicks & Associates Wealth Management does not provide tax or legal advice. You should consult with a qualified tax, legal or financial professional before making any decisions.
Investment advisory services are offered through Hicks & Associates Wealth Management, LLC (“Hicks & Associates”), an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. More information about Hicks & Associates can be found in Form ADV Part 2 or Form CRS which is available on our website.
Past performance is no guarantee of future returns. Hicks & Associates reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The visuals shown are for illustrative purposes only and do not guarantee success or certain level of performance. This material contains projections, forecasts, estimates, beliefs and similar information (“forward looking information”). Forward looking information is subject to inherent uncertainties and qualifications and is based on numerous assumptions, in each case whether or not identified herein.
This information may be taken, in part, from external sources. We believe these external sources to be reliable, but no warranty is made as to accuracy. This material is not financial advice or an offer to sell any product. There is no guarantee of the future performance of any Hicks & Associates portfolio. The investment strategies discussed may not be suitable for all investors. Before investing, consider your investment objectives and Hicks & Associates charges and expenses. All investment strategies have the potential for profit or loss.