The Top Ranked Money Manager in the Industry- Yu-Dee Chang
Click here for your free booklet: "Profiting with Futures Options"
Dear Investor:
Park Avenue Asset Management is pleased to introduce the Stock Index Hybrid Approach (SIHA). This alternative investment program is managed by Yu-Dee Chang through his registered Commodity Trading Advisor; ACE Investment Strategies, LLC. We find this to be the best managed program we are currently recommending in terms of performance and money management. You be the judge! Past performance is not necessarily indicative of future results.
Stock Index Hybrid Approach (SIHA)
The objective of the Hybrid strategy is to enhance the consistency of overall returns by taking advantage of various market conditions with
a vast array of investment vehicles and techniques. Typically, all financial markets tend to move in three stages; a trending phase, countertrend,
and consolidation. Like the seasons in nature, each stage has its own characteristics. Each, therefore, is susceptible to greater exploitation
and protection, when the most appropriate vehicles and techniques for the specific market condition are applied. It is central to this
strategy that the Advisor make use of flexibility to match the optimum trading style to the specific market situation. In the best sense, these
strategies may by thought of as all weather strategies. The focus of this strategy will be on stock indices, and the Advisor may choose to use
spreads, be long or short the future or the option, or swing-trade the future, or apply dollar-cost-averaging approaches, or other trading
styles, very much directed by, and in sync with, the market situation at the time. The basic vehicles will be stock index futures, and/or options
on those futures: The S&P 500 index or its mini version, the blue-chip Dow Jones Industrial futures or its mini version the tech/growth
laden Nasdaq 100 index in its various versions or other, more specialized indices either singly or in combinations. Trading futures and
options involves substantial risk of loss and is not suitable for all investors. The risk of loss in options writing programs is unlimited.
Performance
A COMPLETE DISCUSSION OF FEES AND CHARGES ARE REPORTED IN THE CTA's DISCLOSURE DOCUMENT. SPECIFICALLY, ONE SHOULD RECOGNIZE THAT AN INTRODUCING BROKER MAY CHARGE A FRONT-END START UP FEE OF UP TO 6% OF THE INITIAL CONTRIBUTION. PLEASE NOTE THAT THIS CHARGE IS NOT REFLECTED IN THE PERFORMANCE OF THE COMMODITY TRADING ADVISOR AND COULD HAVE A SIGNIFICANT IMPACT ON THE CUSTOMERS ABILITY TO ACHIEVE SIMILAR RETURNS.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
Capsule Performance Table
Montly % Rate of Return (Net of all Fees)
Year |
2007 |
2008 |
|---|---|---|
January |
| 1.54 |
February |
| 5.32 |
March |
| 10.62 |
April |
| 4.05 |
May |
| 4.77 |
June |
| 4.28 |
July |
| 5.10 |
August |
| 6.53 |
September |
| (16.95) |
October |
| (18.93) |
November |
7.18
| 2.75 |
December |
6.14
| 8.45 |
Annual/YTD |
13.79
| 12.97 |
PERFORMANCE ANALYSIS
Assets Under Management: $6.9M
Total Return Since Inception (Nov-07): 28.51%
Average Monthly ROR 2.20%
Sharp Ratio (3-Year)
Winning Months: 12
Losing Months: 2
Worst monthly draw down: (18.93)
Longest Recovery Period: n/a
ACCOUNT INFORMATION
Management Fee: 2%
Incentive Fee: 20%
Max R/T Commission: $30
Minimum Account Size: $100K
Account Types
ACE's managed accounts are approved for individual/joint, corporate, partnerships, trust, IRA and other retirement type accounts.
Special Discounts and Up to Date Information.
Learn more about Ace Investment Strategists! Receive without obligation:
- Ace's up to date disclosure document and performance information.
- Barclay Managed Funds Report up to date top money manager performance rankings.
- Information on how you can enjoy special discounts with Ace.
- Information on the tax advantages of an Ace account.
- Necessary forms to open an Ace account.
Special Bonus
Act now and receive absolutely free with no obligation the highly informative booklet "Profiting with Futures Options". Easy to understand, and highly educational, just some of the things you'll learn:
- Basics of Option Trading.
- When to use options.
- Most over looked option strategies.
- How to select option trades that have the best risk-reward ratios.
- Why mathematical odds favor option traders.
For faster service please call Operator at: 212-209-3985 or 1-877-611-PAAM.
Past performance is not necessarily indicative of future results. One must be aware that the possibility of unlimited loss exists in writing options.