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The validity of seasonality investing is found in its lengthy history and statistically testable methodologies.

Disenchanted with
“Buy-and-Hold” Investing?

SeasonalityPlus is appropriate for serious, long-term investors who may be disenchanted with "buy-and-hold" investing or disillusioned from past stock market experiences. We believe passive investment strategies such as "buy-and-hold" can be risky and potentially devastating to an investor's long term financial goals.

As an example, the Dow Jones Industrials attained a new high on October 10th, 2006. This eclipsed the previous high set on January 14th 2000. A "buy-and-hold" investor in this index would have had to wait approximately 6.75 years just to break even had he invested at the previous high.

SeasonalityPlus is a conservative program that is designed to reduce risk by investing in the market only when there is a statistically favorable market condition. Otherwise, funds remain safely on the sidelines. Based on real time and historical testing, SeasonalityPlus has outperformed "buy-and-hold" investing with significantly less risk and volatility.

A Commitment to "Cash"

An important characteristic of the SeasonalityPlus program is its commitment to "cash" throughout the year. SeasonalityPlus maintains a safe, cash position approximately two-thirds of the time which minimizes the program's exposure to market risks. When not engaged in a trade, SeasonalityPlus automatically moves invested assets into the safety of money market funds where they earn steady interest.

OVERVIEW

SeasonalityPlus is a professionally managed index fund program that seeks to achieve positive performance consistency while minimizing risk and volatility. The Seasonality Plus trading system is designed to exploit recurring market trends. The S+ Conservative Program trades the non leveraged (1-beta) ProFunds Mid-Cap Growth and Small-Cap Growth funds. The S+ Aggressive Program trades the leveraged (2-beta) ProFunds UltraMid-Cap and Ultra Small-Cap funds. All program trades are split 50/50 between the Mid-Cap and Small-Cap funds. Funds are deposited into the ProFunds Money Market at the completion of each trade.

Seasonality Plus Momentum

SeasonalityPlus applies a Price Momentum Indicator (PMI) to its recurring seasonality model to increase the strength and accuracy of the SeasonalityPlus trades. The program identifies favorable seasonality-based buy/sell points and trades are triggered (or not) with positive (negative) PMI readings. Upon completion of each trade, funds revert back into the Money Market account.

SeasonalityPlus
Trading Characteristics

SeasonalityPlus averages 1-2 round-trip trades per month. The trades are primarily short in duration, typically 1-5 days in length. All S+ Conservative Program trades are "long" only using non-leveraged (1-beta) index funds. All S+ Aggressive Program trades are "long” only with the addition of two “short” trades each year using leveraged (2-beta) index funds. A 3% stop-loss (applied to the non-leveraged values) provides downside protection on all program trades. When not engaged in equity trades, all funds maintain a "cash" position in the money market account.

Professional Account Management

SeasonalityPlus participants set up a ProFunds account registered in their own name and grant Strategic Advisory Solutions management authority. SeasonalityPlus executes the trades on behalf of all program participants. SeasonalityPlus investors receive: immediate trade confirmations (via e-mail), monthly performance updates and quarterly statements. In addition, investors have 24/7 online access to their accounts. SeasonalityPlus investors can withdraw funds and/or discontinue participating in the program at any time without fee or obligation.

A Long-Term Investment

Seasonality patterns are not guaranteed and there are always a myriad of political or macroeconomic events that can influence the stock market in the short-term. SeasonalityPlus combines strong seasonality trends with its Price Momentum Indicator in order to produce statistically favorable outcomes on program trades. Based on historical simulations and real-time results the SeasonalityPlus trading program has shown to perform remarkable well over complete market cycles.

Disclaimer • 800-406-2036 • office@seasonalityplus.com