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Click on any of the Investor Notes below to learn more about Lexington Asset Management and the Managed Futures industry.

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Investor Notes:

Q&A Topic /Description
Format
Beware of the Secular Bear
Are the U.S. equity markets in a bull or bear market? It really depends upon your point of view and your definition of a bull/bear market. In this issue of Investors Notes we distinguish between secular and cyclical markets. Knowing the differences between these types of markets can have a major impact on your portfolio.

Diversification Sphere
In the investment world, there are multiple meaning to the word "diversification." It can be applied at the portfolio level just as easily as it can at the individual investment level. In this issue of Investor Notes, we will review both forms of diversification as each one plays a critical role in the construction of a well-rounded investment portfolio.

Asset Class Rotation
Diversification really is the key to a successful investment plan. True diversification is then achieved by determining the appropriate allocation to each individual asset class. A quick review of the various asset groups in this issue of Investor Notes reveals constant change in market leadership over the 22-year test period.

Professional vs. Amateur Traders
Why is there a common misconception that the majority of people who trade commodity futures lose money? Studies show that a majority of amateurs who trade futures on their own do lose. Lets take a look at the differences between professional and amateur traders.

The Portfolio Balancing Act
A well-balanced portfolio begins with the correct ingredients. The key is mixing various asset classes together to create a stable and truly diversified portfolio. In this issue of Investor Notes we will focus on the positive impact Managed Futures products can have on portfolio efficiency.

Commodity Benchmark
Which investment approach is best — passive management or active management? Advocates for each insist their style is superior, capable of generating the best performance over time. Each has its advantages and disadvantages, but in the end only an investor can determine which makes the most sense for their specific portfolio.

Stock Market Perspective
The stock market has generated substantial returns over the last 30+ years. So few would argue that the stock market has and continues to be the investment of choice for long-term investors. This months Investor Notes will serve to provide some perspective on performance of the S&P 500 Index as we review the good, the bad, and the ugly associated with the stock market.

College Saving Plan
Saving for college can be as easy as 1, 2, 3. The primary saving plan should focus on equities, specifically growth oriented mutual funds. The secondary objective should be to diversify the college saving plan . . . and that's where managed futures products round out the plan with IRA and non-IRA accounts. In this issue of Investor Notes we review our three step program designed to help your family properly save for college.

Intermarket Analysis
In this issue of Investor Notes we will review the intermarket relationships between four sectors; currencies, bonds, equities and commodities. Knowing how these sectors relate to one another will provide perspective on where we are within the asset class cycle.

Managed Futures Research Studies
At Chart Research we are constantly preaching about the diversification benefits of managed futures account. The independent research presented in this issue of Investor Notes will provide a step-by-step overview of two separate studies outlining EXACTLY why managed futures may belong in traditional stock and bond portfolios.
Tax Ramifications
As the stock market continues its volatile ride, investors have become increasingly active in the management of their portfolio. A growing number of investors are diversifying their portfolios with alternative investments, like Managed Futures, in an attempt to smooth portfolio returns. Let's take a closer look at the tax ramifications associated with Managed Futures products.



 

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