“Invest for growth, but more importantly mitigate losses, if we can do that then returns will take care of themselves.” – Omnia Capital Management Motto
End “Buy and Hold” —– Enter “Buy, Hold and Sell”
There is no way to time the market. However, our proprietary management strategies allow the market to time us, thereby eliminating a great deal of the exposure to draw-downs. Selling near market tops and moving to cash, we are able to preserve the bulk of the accumulated value, which allows for a greater base to buy in near the cyclical low points.
The historical average over the last century of the market indices tells us that nearly 95% of the trading days, markets are recapturing previous losses. Holding through this climate is no way to invest. If major portfolio losses are eliminated, then the 95% up days in the market become your best friend. When this method is adhered to over a complete market cycle [full bull/bear], the returns are superior. Now apply this over repeated market cycles and accumulated gains compound themselves again and again.
The orange line on the graph below represents a typical “buy and hold” strategy through market cycles. The blue line represents “buy, hold, and sell.”
We are approaching the longest bull market in history. Do you want to give up a huge percentage of what you have attained over the last decade, only to have to make it all back again? Or would you prefer to move forward on the blue line?
Investment Advisory Services are offered through Omnia Capital Management, Inc., a Registered Investment Adviser. *Insurance products and services are offered through independently licensed and appointed insurance agents. **Omnia Capital Management, Inc. is not a CPA or law firm. Therefore when appropriate, other professionals may be enlisted to assist our clients with the noted items above. We encourage all clients to seek out the advice of their tax or legal advisers before making any recommended decisions.
Past performance does not guarantee future results.
All investments carry some degree of risk.