our investment strategy how to make the trend your friend

Our Investment Strategy

How to Make the Trend Your Friend

Goals for Today

Show you what we have come to believe How we are putting that into practice for

ourselves and our clients How that might affect you

When to be Invested

In the market when the trend is Up Out of the market when the trend is Down

This is our first belief: We believe we can reduce your losses

and increase your overall return over time.

What is Important?

It is not so much what you make when the market goes up….

It is what you keep when the market goes down!

Growth

When the stock market is up, that is growth. We want to be invested in Growth Investments during those periods when the market trend is up.

Decline

When the stock market reverses (goes down), we do not want to be a part of that trend. Instead, we want to keep as much of our investment base as possible by shifting to interest earning assets, until the trend is up again.

The S & P 500 IndexOctober 11, 2007 to March 9, 2009

1,576.09 October 11, 2007 676.53 March 9, 2009

<899.56> 57% loss

What do you have to earn to get back to where you started?

133%

Risk We are not willing to hold on for the long

term while the value of our investments continue to evaporate.

This is our second belief: We believe it is not a good idea to lose

money.

How do we Address Risk?

By paying attention– Weekly and mid-week emails from our trend

following service. – Daily review of resources

How do we Address Risk?

Tools– Trend following service built upon a proprietary mathematic

model with a 38 year track record– Technical and fundamental analysis– We use No load mutual funds and Exchange Traded Funds

(ETFs) that are suitable for this strategy

mutual funds spread the risk

no load no transaction fees

freedom to reallocate from growth to cash to growth and so on

Next Step

Do It Yourself or… Schedule an appointment to see if we may

be able to work with you.

Questions?

Call or email us today to set up your free initial consultation!

Burns Capital Investment Advisors, Inc.

“Helping you make the Trend Your Friend”

(503) 538-4103clientservices@burnscapital.com