Timing Strategy

Southport Capital has been offering a market TIMING Strategy since 2008 under the license of a very successful proprietary TIMING Strategy with a successful performance record since 2001 relative to comparative market indices. This TIMING Strategy, using Exchange Traded Index funds is designed to grow assets in both up and down markets by being LONG – SHORT or in CASH unlike traditional BUY and HOLD strategies.  This conservative investment strategy does not require a margin account or use of leverage.  If you are interested in an alternative to traditional “buy and hold” strategies, please call or email to arrange a web based presentation, or follow the link "TIMING Strategy" to download the presentation file.

Call or email Curt Selier at 423.664.4505

Understanding ETFs

What are ETFs?
ETF stands for exchange traded fund. An ETF is a security that holds assets such as stocks, bonds, or commodities, designed to track an underlying index such as the S&P 500. An ETF combines the diversification of an index fund with the flexibility of a stock."

Positive Aspects of ETFs

ETFs allow investors a simple way to invest in almost any industry, commodity, or specific region in the world. Unlike mutual funds, ETFs can be bought or sold throughout the trading day. An ETF can be purchased on margin and can be sold short, enabling the use of hedging strategies.

ETF Advantages

‐ Historically outperformed actively managed mutual funds
‐ Tax effecient with very low turnover
‐ Transparency of holdings
‐ Buying and selling flexibility
‐ Low cost
‐ Diversification
‐ Markert exposure and ease of rebalancing
‐ Ability to go short

Disadvantages

‐ Commissions, unlike mutual funds investors pay commissions to buy and sell ETFs just like a stock. There are two ways to help you avoid large commissions over time. First, take a long term approach to investing in ETFs and avoid swapping in and out of different ETFs. Two, use a money manager that charges a flat fee. The manager will be trading your ETFs based on their investment strategy. The manager will report real returns (after fees) to you on a regular basis, so it benefits him to have the fees as low as possible.

Fixed Income

Southport Capital’s approach to fixed income investments is to maximize the overall portfolio and reduce risk.  We “ladder” the maturities of investment grade bonds in helping clients reach their income needs, while maintaining a margin of safety.  We further reduce interest rate risks and costs by holding our bonds to maturity.  A conservative fixed income portfolio can help investors reduce volatility when combined with the inherent risks associated with an equity portfolio. 

Examining the standard deviation between short and long term is proof of this risk.

To learn more about Southport Capital’s fixed income strategy please request to see our 10 minute web based fixed income presentation. This presentation is designed to give the investor enough information about our fixed income strategy to make a decision to request a more detailed proposal.