advance and protect
DESCRIPTION
TRANSCRIPT
© 2011 Mitch Wood
Advance and Protect Program
Disclosure
Logo
© 2011 Mitch Wood
Why Advance and Protect?
Markets go through cycles
© 2011 Mitch Wood
Why Advance and Protect?
Remove emotion from the investment
process
© 2011 Mitch Wood
What is Advance and Protect?
Combination of Capital Preservation and
Market Participation
© 2011 Mitch Wood
What is Advance and Protect?
© 2011 Mitch Wood
How it works
Cash is held
Position begins upward trend
Cash is deployed
Cash experiences
market participation
Position begins
downward trend
© 2011 Mitch Wood
The power of participation
“The most powerful force in the universe
is compound interest”
-Albert Einstein
© 2011 Mitch Wood
The power of participation
What if you had been out of the market
for only 10 days in the last 15 years?
© 2011 Mitch Wood
What if you missed the 10 Best Days?
J-95
J-95
J-96
J-96
J-97
J-97
J-98
J-98
J-99
J-99
J-00
J-00
J-01
J-01
J-02
J-02
J-03
J-03
J-04
J-04
J-05
J-05
J-06
J-06
J-07
J-07
J-08
J-08
J-09
J-09
J-10
J-10
400
600
800
1000
1200
1400
1600
S&P 500
S&P 500 (Missed 10 Best)
• Average Annualized Return drops from 6.5% to 1.98%
• What were CD rates during that time?
© 2011 Mitch Wood
What if you missed the 10 Worst Days?
• Average Annualized Return almost doubles
from 6.5% to 11.66%
J-95
J-95
J-96
J-96
J-97
J-97
J-98
J-98
J-99
J-99
J-00
J-00
J-01
J-01
J-02
J-02
J-03
J-03
J-04
J-04
J-05
J-05
J-06
J-06
J-07
J-07
J-08
J-08
J-09
J-09
J-10
J-10
400
600
800
1000
1200
1400
1600
1800
2000
2200
2400
2600
S&P 500 (Missed 10 Worst)
S&P 500