WEBINAR on Thursday
This Thursday at 2:00 PM Eastern time, we will host a live webinar with Potomac Fund Management, an Investment Advisor that has been part of our AdvisorLink program since 1996. Potomac’s President and Portfolio Manager Manish Khatta will give you insights into three of their investment programs: “Income Plus,” “Guardian” and “Bull Bear.”
Potomac’s overall strategy is to manage for risk and avoid significant losses, with the goal of delivering meaningful returns to investors. They do this by thoroughly analyzing both technical and fundamental indicators on a daily basis, and make investment decisions based on that analysis.
Potomac’s three programs offer different strategies with varying risk levels: conservative growth, moderate and aggressive, so there’s a strategy to meet the needs of most investors.
Income Plus is designed for more conservative investors, and mainly invests in fixed income and market neutral funds. Its goal is to keep volatility and losses to a minimum.
Potomac’s Guardian strategy is for investors willing to take on a more moderate risk level, with the goal of increased returns. Guardian invests in sectors or asset classes with the best risk/reward ratios. It does this while also trying to keep overall volatility to a more moderate level, and thereby minimize losses.
Finally, their Bull Bear program is a 100% mechanical system that only uses three funds: a 1.5X long S&P Index fund, an unleveraged short S&P 500 Index fund and a money market fund. The goal is to deliver more impressive returns, albeit at a higher level of risk. While it is the most aggressive of the three programs, Bull Bear also uses risk management strategies in an attempt to keep its risk level below that of the overall market.
The free webinar starts at 2:00 pm Eastern Time and will last about 30 minutes. You’ll hear Manish explain how the three strategies work, and how Potomac manages for risk. Plus, you’ll have the opportunity to ask Manish any questions you may have.
You can reserve your spot today for the webinar by clicking here. I urge you to sign up, even if you are not sure if you can attend. We’ll have a recorded version of the webinar available on our website a few days later and if you register, we’ll be sure to send you a link to it.
Gary D. Halbert