Boston & Zechiel Management, LLC

Annual Cycle Trading Strategy - Conservative Variant (P)

Year-to-Date
N/A
Minimum Investment
$ 250,000
Management Fee 2.00%
Performance Fee 20.00%
Annualized Volatility 9.85%
Sharpe (RFR=1%) 0.75
CAROR 8.23%
Assets $890,000
Worst Drawdown -7.97
S&P Correlation 0.55

Summary

The overall goal of each of the Boston & Zechiel Management (BZM) trading programs offered in this presentation is to achieve account appreciation through the use of an on exchange futures investment strategy.

BZM’s objective will be to obtain, relatively high risk-adjusted returns while striving to protect investor capital under management against adverse market trends.

In order to attract a variety of potential clients BZM has decided to provide the strategy in two forms; a conservative account format (“Conservative Variant”) and an aggressive account format (“Aggressive Variant”). Each of these strategies will be referred to as the “Annual Cycle Trading Strategy” (“ACTS”) as there is no material strategy difference between them. The difference between the programs is largely related to the amount of leverage utilized and not the actual trading methodologies.

The Annual Cycle Trading Strategy (“ACTS”) was developed to capitalize on the financial market’s seasonal tendencies. ACTS attempts to do this by trading S&P 500 or Dow Jones Industrial Index Futures to achieve a leveraged ratio on the broader S&P 500 or Dow Jones Industrial Index. Positions are held for periods of time that may vary from one day to several months based on market cycles. In the event market conditions do not appear to be favorable for trading, the ACTS system will not generate any trade signals. As a result, the assets of your account may also remain dormant at your respective FCM for extended periods of time.

The Annual Cycle Trading Strategy rules are clearly defined and strictly adhered to no matter what the market environment may be at the time.