Download Presentation: When to Buy/Sell/Hold Stocks

Download the Presentation

Users who have questions should contact Blueprint Investment Partners with any questions or concerns regarding this material. THE MATERIAL AVAILABLE BY SUBMITTING THIS FORM IS FOR FINANCIAL PROFESSIONAL USE ONLY AND NOT FOR DISTRIBUTION TO CURRENT OR POTENTIAL NON-QUALIFIED INVESTORS.

When to Buy/Sell/Hold Stocks Presentation Overview

Like prescription drug side effects, investing side effects can cause clients to stop using the “medicine.” This can take them back to square one, or even make them worse off than when they started.

Using systematic investing to focus on asset prices (aka trend following) is a process some believe can lessen those side effects.

To examine this, we analyzed the results of using a very basic form of systematic investing, which is to own stocks when their price is above the previous 200-day average (aka “uptrend”) and to sell or be out of stocks when they are below their 200-day average (“downtrend”).

If you have any questions about how systematic investing could help manage risk in your clients’ portfolios