The Chartist manages three types of portfolios: Mutual Fund/ETF, Stock and Balanced.
Mutual Fund/ ETF Portfolio
This portfolio is designed for the moderate to aggressive investor who is seeking growth of capital.
Stock Portfolio
The Chartist takes a purely technical view towards the market. Our analysis is based on the price action of individual stocks in conjunction with many widely followed technical indicators.
Balanced Portfolio
This portfolio is designed for the conservative, long-term investor. Our goal with the Balanced Portfolio is to achieve a consistent rate of return while minimizing portfolio volatility.