Dauble+Worthington also offers individual strategies to diversify your existing portfolio. Click the "Download Tear Sheet" button under each strategy to view complete performance data and important disclosures.
D+W Large Cap Opportunities
D+W Large Cap Opportunities seeks to maximize return through capital appreciation by looking at large cap stocks. The model follows our proprietary trend and relative strength indicators and seeks to achieve its investment objective. This model follows long term signals to evaluate individual stocks.
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D+W Sector Rotation
D+W Sector Rotation seeks to maximize return through capital appreciation. The model follows proprietary trend and relative strength indicators and seeks to achieve its investment objective by investing in specific mutual funds in the ProFunds Ultra Sector series which include leverage. It may invest in, and may shift frequently among these funds and money markets.
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D+W Sector Opportunities
D+W Sector Opportunities seeks to maximize return through capital appreciation. The model follows proprietary trend and relative strength indicators and seeks to achieve its investment objective by investing in specific ETFs. It may invest in, and may shift frequently among these ETFs and money markets.
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D+W Index Rotation
D+W Index Rotation seeks to maximize return through capital appreciation. The model invests in the strongest indices as measured by relative strength. The model seeks to achieve its investment objective by investing in specific mutual funds through ProFunds which may include leverage.
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D+W ROW 2.0
D+W ROW 2.0 seeks to maximize return through capital appreciation with low correlation to broad market indices. The model follows proprietary trend and relative strength indicators and seeks to achieve its investment objective by investing in specific mutual funds through ProFunds which include leverage and short positions. It may invest in, and may shift frequently among these funds and money markets.
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D+W L/S T
D+W L/S T seeks to maximize return through capital appreciation with low correlation to broad market indices. D+W L/S T is short for Long/Short Treasury. The model identifies changing price trends in U.S. treasuries and invests accordingly. The model seeks to achieve its investment objective by investing in specific mutual funds through ProFunds which include leverage and short positions.
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