Investment Warrior Signal Page-Updated Daily

How To Use This Page- Our signals on the right, are based on the concept that being out of the markets in major down trends and preserving capital, will lower risk and over time, enhance portfolio performance.
A common misunderstanding is that a trend following system does not work or that it cannot be used successfully as an investment strategy. We believe only in mechanical, empirical and systematic approaches to trading. We agree that attempts to trade the market using emotional or subjective techniques are futile. However, as the linked below charts demonstrate, systematic trend following can add return to investment performance and greatly reduce risk as a result of being out of the market about 33% of the time.
The signals you see here and with our managed accounts at Lussenheide Capital Management Inc., use a 100-day simple moving average as its basic system along with a mechanical proprietary trading filter that is a set percentage above and below the 100 day moving average. By using a trading filter our system has more desirable characteristics, including fewer trades and less whipsaws amongst others. If the index or fund moves above the 100-day average of its own price and through its trading percentage envelope, then it would be considered a buy signal. If it falls below the 100-day average of its own price, and its trading percentage envelope then it would be considered a sell signal . Our complete systems and components are kept private for proprietary and legal reasons. 
Remember, it is not about "how much you make" that allows you to be a successful investor, but rather the ability to avoid and minimize losses that protects long term profits.  
Keep an eye on our page each day to keep posted on our signals, or sign up for the free subscription by clicking here and we will email our signals "as they happen" to you free of charge!  Should you discover that we are a viable methodology for money management and that you have neither the time, emotional fortitude, nor interest to employ it, then consider our low fee based account management linked above.
Listen to my archived Radio Programs that explain our process and philosophy via real streaming here: Investment Warrior Radio.

Historical Results

Timertrac.com is an independent service that monitors several hundred investment professionals available for a small subscription price. Since March 5th, 2002, we have been monitored by Timertrac in real time or ongoing performance. Here are the results for our US Equity portfolios.

The first shows our performance vs. the SP 500 Buy and Hold, and uses our signal as applied to the Rydex Nasdaq 2x Leverage Fund when on a buy signal, and Rydex US Government Money Market Fund when on a sell signal. This isan aggressive program, and we recommend it only for younger investors, or for only small amounts of capital, and for long term time horizons of 10 years or more.

The second graph shows our "moderate program" results using our equity signal as applied in combination to the Rydex Nasdaq 100 Fund and Rydex Nova SP 500 Fund when on a buy signal, and the Rydex US Government Money Market Fund when on a sell signal. This is a lower volatility portfolio and is appropriate for the equity portion of a portfolio for most investors.

Results were achieved with less risk than "buy and hold", while being in Money Market Funds approximately one third of the time.

Charts below show growth of $10,000 vs. Buy and Hold. Please read disclosures below the charts.

Aggressive Program

Aggressive Program
.

IMPORTANT DISCLOSURES

Results 3.05.02 through 6.30.17

1.Advisory Management Fee for Lussenheide Capital Management Inc. is neglected.

2. Fund and Management Fees for SP 500 "buy and hold" Neglected

3. Past performance is no guarantee of future results.

4. Data source and charts are direct from TimerTrac.com and are completely independent of Lussenheide Capital Management Inc.

5. This is Real Time, non-theoretical results, as monitored by TimerTrac.com, and published by them on their website, using our signal as applied to the Rydex Nasdaq 2X Leverage Mutual Fund (symbol RYVYX) when on a buy signal and Rydex US Government Money Market Fund (Symbol RYMXX) when on a sell signal.

6. Values start at $10,000 for the Aggressive Program and for the SP 500 on a buy and hold basis March, 5th 2002

7. Ending Values are $49,017 for the Aggressive Program and $21,715 for SP 500 Buy and Hold.

8. Data is not omitted in instances like 2008/2009 on the Aggressive Program, (seen as "flat performance") but rather indicates extensive time spent on a sell signal and being in Rydex US Government Money Market Fund.

9. Trade signals from TimerTrac.com listed in "Historical Trades" chart below. Mutual Funds were traded at the next available closing price. All trades are listed and none are omitted. TimerTrac.com only monitors trades on a forward looking, real time basis.

10. Signals are generated in a mechanical non-subjective manner, triggered when the NDX 100 index penetrates its 100 day daily closing moving average as well as a preset consistent percentage trading envelope, above or below the moving average, to indicate either a buy or sell.

11. Signals are reliant upon data submission and execution in a timely manner. There is always the possibility that there may be the failure or inability for the transmission of a signal or its submission, or its trade execution.

Moderate Program

Moderate Program

IMPORTANT DISCLOSURES


Results 3.05.02 through 6.30.17

1.Advisory Management Fee for Lussenheide Capital Management Inc. is neglected.

2. Fund and Management Fees for SP 500 "buy and hold" Neglected

3. Past performance is no guarantee of future results.

4. Data source and charts are direct from TimerTrac.com and are completely independent of Lussenheide Capital Management Inc.

5. This is Real Time, non-theoretical results, as monitored by TimerTrac.com, and published on their website, using our signal as applied to the Rydex Nasdaq Mutual Fund (symbol RYOCX), and the Rydex SP 500 Nova Fund (symbol RYNVX) in equal amounts when on a buy signal and Rydex US Government Money Market Fund (Symbol RYMXX) when on a sell signal.

6. Values start at $10,000 for the Moderate Program and for the SP 500 on a buy and hold basis March 5th, 2002

7. Ending Values are $24,324 for the Moderate Program and $21,715 for SP 500 Buy and Hold.

8. Data is not omitted in instances like 2008/2009 on the Moderate Program, (seen as "flat performance") but rather indicates extensive time spent on a sell signal and being in Rydex US Government Money Market Fund.

9. Trade signals from TimerTrac.com listed in "Historical Trades" chart below. Mutual Funds were traded at the next available closing price. All trades are listed and none are omitted.TimerTrac.com only monitors trades on a forward looking, real time basis.

10. Signals are generated in a mechanical non-subjective manner, triggered when the NDX 100 index penetrates its 100 day daily closing moving average as well as a preset consistent percentage trading envelope, above or below the moving average, to indicate either a buy or sell.

11. Signals are reliant upon data submission and execution in a timely manner. There is always the possibility that there may be the failure or inability for the transmission of a signal or its submission, or its trade execution.

Click Here For 50 Year Theoretical Study Results dating from 1963

Historical Trades US Equity

Historical Trades 3.5.2002 to 3.31.2017 as per TimerTrac.com. Trades are settled at the next available close of market. Client funds are traded using the same signals.
MMF = Money Market Fund

DateDistributionPercentageComment
7/8/2016 3:45:00 PMEquity Long100 %
MMF0 %
6/27/2016 3:33:00 PMEquity Long0 %
MMF100 %
4/1/2016 2:33:00 PMEquity Long100 %
MMF0 %
1/7/2016 5:29:00 PMEquity Long0 %
MMF100 %
10/22/2015 3:28:00 PMEquity Long100 %
MMF0 %
8/20/2015 8:09:00 PMEquity Long0 %
MMF100 %
10/24/2014 2:51:00 PMEquity Long100 %
MMF0 %
10/13/2014 7:17:00 PMEquity Long0 %
MMF100 %
5/23/2014 2:06:00 PMEquity Long100 %
MMF0 %
4/10/2014 2:46:00 PMEquity Long0 %
MMF100 %
2/8/2013 3:25:00 PMEquity Long100 %
MMF0 %
11/7/2012 7:46:00 PMEquity Long0 %
MMF100 %
8/6/2012 5:47:00 PMEquity Long100 %
MMF0 %
5/17/2012 2:57:00 PMEquity Long0 %
MMF100 %
12/1/2011 4:43:00 PMEquity Long100 %
MMF0 %
11/21/2011 7:50:00 PMEquity Long0 %
MMF100 %
10/12/2011 6:24:00 PMEquity Long100 %
MMF0 %
8/4/2011 3:44:00 PMEquity Long0 %
MMF100 %
7/5/2011 9:23:00 PMEquity Long100 %
MMF0 %
6/6/2011 7:23:00 PMEquity Long0 %
MMF100 %
9/13/2010 7:17:00 PMEquity Long100 %
MMF0 %
5/20/2010 6:47:00 PMEquity Long0 %
MMF100 %
5/10/2010 7:34:00 PMEquity Long100 %
MMF0 %
5/7/2010 2:39:00 PMEquity Long0 %
MMF100 %
2/18/2010 4:40:00 PMEquity Long100 %
MMF0 %
2/4/2010 6:41:00 PMEquity Long0 %
MMF100 %
3/23/2009 5:23:00 PMEquity Long100 %
MMF0 %
8/29/2008 7:29:00 PMEquity Long0 %
MMF100 %
8/11/2008 8:03:00 PMEquity Long100 %
MMF0 %
7/2/2008 6:28:00 PMEquity Long0 %
MMF100 %
4/24/2008 3:50:00 PMEquity Long100 %
MMF0 %
1/4/2008 4:56:00 PMEquity Long0 %
MMF100 %
11/28/2007 5:15:00 PMEquity Long100 %
MMF0 %
11/12/2007 5:56:00 PMEquity Long0 %
MMF100 %
8/24/2007 2:40:00 PMEquity Long100 %
MMF0 %
8/15/2007 8:24:00 PMEquity Long0 %
MMF100 %
4/16/2007 4:41:00 PMEquity Long100 %
MMF0 %
3/2/2007 3:09:00 PMEquity Long0 %
MMF100 %
9/12/2006 9:13:00 PMEquity Long100 %
MMF0 %
5/11/2006 2:41:00 PMEquity Long0 %
MMF100 %
11/3/2005 2:26:00 PMEquity Long100 %
MMF0 %
10/12/2005 2:45:00 PMEquity Long0 %
MMF100 %
5/23/2005 4:59:00 PMEquity Long100 %
MMF0 %
1/24/2005 6:12:00 PMEquity Long0 %
MMF100 %
10/1/2004 2:44:00 PMEquity Long100 %
MMF0 %
7/14/2004 8:15:00 PMEquity Long0 %
MMF100 %
6/7/2004 7:08:00 PMEquity Long100 %
MMF0 %
4/29/2004 2:30:00 PMEquity Long0 %
MMF100 %
4/3/2004 8:23:00 PMEquity Long100 %
MMF0 %
3/10/2004 3:45:00 PMEquity Long0 %
MMF100 %
3/17/2003 6:23:00 PMEquity Long100 %
MMF0 %
2/4/2003 8:58:00 PMEquity Long0 %
MMF100 %
10/23/2002 5:41:00 PMEquity Long100 %
MMF0 %