Trend Switch
The Trend Switch process begins with the application of advanced predictive analytics to evaluate a broad array of market data on a weekly basis. This data includes market momentum indicators, volatility measures, economic signals, and technical patterns, all of which are analyzed by a proprietary process designed to identify shifts in market conditions. These analytics generate clear, actionable signals that classify the market environment as either ‘risk on,’ favoring growth-oriented asset allocation, or ‘risk off,’ warranting a defensive shift to reduce exposure to potential losses. Once the signal is determined, portfolios are adjusted accordingly to align with the predicted market conditions.
Risk On, Risk Off
The strategy transitions between growth and defensive allocations based on weekly signals. This attempts to align portfolio with market conditions to optimize performance.
Predictive Analytics
Weekly market data is analyzed to forecast trends and generate actionable insights. These signals guide portfolio adjustments to align with evolving market dynamics.
Reduce Loss
By reallocating during downturns, the strategy aims to minimize exposure to volatility and risk. This approach helps protect capital and reduce potential losses in uncertain markets.
Gain Market Exposure
The strategy increases exposure to growth investments during favorable conditions. This approach seeks to maximize returns in bullish market environments.
Platform Availability
WBI "Cy" Turnkey Platform
Cy, WBI's turnkey platform, is purpose-built to meet this need, combining advanced technology with personalized, advisor-driven strategies to deliver tailored solutions and exceptional client experiences.