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PLAN CONFIDENCE CORPORATION - STRATEGIC ALLOCATIONS

Plan Confidence Corporation is an SEC Registered Internet Only RIA. We prepare models that re-balance on a quarterly basis using Modern Portfolio Theory (MPT). On a monthly basis we recommend changes to the “Future Contributions” on asset classes that are losing momentum. This allows for greater Dollar Cost Averaging (DCA) potential.

We offer five model allocation choices:

  1. 100% Fixed Income

  2. Conservative

  3. Moderate

  4. Aggressive

  5. 100% Equity


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PLAN CONFIDENCE CORPORATION - SEMI-TACTICAL ALLOCATIONS

Plan Confidence Corporation is an SEC Registered Internet Only RIA. Our semi-tactical models start with the same allocations of our strategic models. On a daily basis, the S&P 500 chart is reviewed and 3 indicators are monitored (RSI, MACD and 50/200 day moving average). If 2 out of 3 of these indicators go into a “sell signal” for 3 consecutive trading days, then the model’s equity allocation will be recommended to be moved to “cash”.

On a monthly basis we recommend changes to the “Future Contributions” on asset classes that are losing momentum. This allows for greater Dollar Cost Averaging (DCA) potential.

We offer three model allocation choices:

  1. Moderate

  2. Aggressive

  3. 100% Equity