| Do you manage private accounts? |
At this time we are not accepting new private clients.
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| How often do you update your indicator? |
The Guerite Indicator is updated weekly.
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| Does the Guerite Indicator work best in bull or bear markets? |
The Guerite Indicator's signals indicate periods of normal market risk and high market risk. These signals can occur in both bull and bear markets. The Indicator is a strategic, rather than a trading, tool.
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| How many components are there in the Guerite Indicator? |
The proprietary Guerite Indicator is comprised of 12 market and economic indicators that have been monitored continuously on a weekly basis for over 46 years.
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| Are the components of the Guerite Indicator ever changed for other components? |
No. The same 12 components have been continuously monitored for over 46 years.
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| Is the Guerite Strategy a market timing system? |
No. The Guerite Strategy aims to always stay "fully invested" in the equity markets but protect the portfolio during periods when market risk is elevated. This method allows for tax efficient gains, when combined with value equity selection process, in that there is generally less portfolio turnover, resulting in capital gains that are usually long term in nature.
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| What is Guerite strategy of picking stocks? |
Guerite implements a "value" based strategy when making equity investments. Typically, we focus on companies with high returns on capital and are trading at discounts to historical valuation multiples. Our portfolio seeks exposure to the broad U.S. equity markets through both individual stocks and exchange traded funds (ETFs).
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| Is the Guerite Strategy best applied to investors with a long term view or a short term investment horizon? |
The Guerite Strategy maximizes returns over complete market cycles. As such, investors looking for outsized gains in a short period of time may want to look at other investment philosophies. The Guerite Strategy seeks first to protect capital during periods of elevated market risk, and then grow capital during periods of normal market risk.
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