CORE v1.0
Target Market
- Investors investing in an:
- Employer-Sponsored Retirement Plan
- 401(k), 403(b), Roth/401(k), SEP, Simple IRA
- Brokerage Account
- Individual/Joint brokerage account, Traditional IRA, Roth IRA, Rollover IRA from previous employer, 529s, etc.
- Employer-Sponsored Retirement Plan
Recommended Fund
- S&P 500 Exchange Traded Fund (ETF) or Index Fund
Primary Objectives
- Improve return potential over a Buy-and-Hold strategy
- Leverage clearly defined entry and exit triggers
- Effectively manage investment risk
- Mirror S&P 500 returns during bull markets, and out-perform it during bear markets
- Provide an extremely simple strategy for investors
- More conservative than our Wealth Accelerator strategy
Attributes
- No Minimum Investment
- Trading alerts once a month (1st day of every month)
- 2 Trades per year, on average
Key Characteristics
- Simplicity
- Low-cost
- Single fund
- Ease of implementation
- Once-per-month email Newsletter
Benefits
- Monthly BUY, STAY IN, SELL, or STAY OUT alert
- No advanced investment knowledge necessary; simply check email 1st day of every month for trading alert
- Outperform Buy-and-Hold strategy over the long-term
- Eliminates emotional-based decisions
- Global diversification
Membership Features
- Monthly SEI Newsletter which includes: Market Triggers, Investor News, etc.
- Monthly performance figures/updates
- New product offerings
- Educational videos, webinars, tele-seminars, podcasts, etc.
$14.97/month