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Long-Term		Since 5/3/2013

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Where’s Henry The Navigator?

Saturday, May 18, 2013

George Friedman, the Chairman of Stratfor, a geopolitical intelligence company, wrote a piece that digs deeps into the European problem, especially ...

The Massive Elephant In The Economic Room

Wednesday, May 15, 2013

The headlines highlighting how the American economic recovery remains elusive, continue to flow. Meanwhile, every week a ray of hope is delivered by U.S. ...

Investment strategies and advice come in many flavors, and fundamental analysis is often the driver behind decisions for most investors. But a stock's true value is often elusive, and methodologies used to discern whether any given security or index is undervalued or overvalued based on financial statements, have no relationship to prevailing market prices.

Prices are driven by perceptions, and the resulting capital flows into, and out of, a security or ETF is the only factor that determines the value's rise and fall, irrespective of economic conditions, fundamental analysis, and the logic behind the capital flows. It's all about measuring macro investor sentiment, because the aggregate perception is what truly matters, whether it makes sense to us or not!

CXA Markets developed proprietary quantitative algorithms that seek short-term opportunities in any market condition, whether the investor's objective is growth or income. We don't dwell on greed or fear, or subscribe to irrelevant "Bull" and "Bear" concepts. We never chase the latest hype, and we're only in the market when the odds are in our favor, while maintaining a keen awareness of changes in capital flows and sentiment, and accepting that every investment is inherently risky, without exception.

Total Return As of Wednesday, May 22, 2013
* CXA Markets Nimble
* Nimble - Long
** Hedge Fund Index (HFI)

S&P 500 (SPY)
Dow Jones Industrials (DIA)
Nasdaq 100 (QQQ)
Wilshire 5000 (VTI)
Russell 2000 (IWM)



*** Full Capital Exposure: 47.6% of the Time
Average Daily Risk Exposure: 39.0% of Capital
Returns are real, not simulated or back tested, and do not include commissions. Net performance after commissions and fees is shown under Member Services. Statistics are calculated in real-time and include all year-to-date trades.

Sometimes we just sit back and quietly observe, while never losing our sense of humor, and we are extremely comfortable with being 100% in cash. Our "Average Daily Risk Exposure" is a testament to our focus on risk management, while capitalizing on opportunity. In the interest of full disclosure, our strategy is aggressive and doesn't fit everyone's personality. Nimble reduces risk considerably because a percentage of capital remains Risk Free a portion of the time, unlike the traditional "buy-and-hold" investment approach with 100% of capital exposed to risk, year-round. Our last 10 trades below (7 day delay) are a sample of the complete story — the good, the bad and the ugly, not just the gorgeous.

Symbol	Name	Trade Type	Open Date	Open Price	Close Date	Close Price	Profit (Loss)	ROI
UUPT	PowerShares DB 3X Long US	Long	5/8/2013	$21.19	5/16/2013	$22.27	$1.08	5.10 %
TQQQ	ProShares UltraPro QQQ	Long	4/25/2013	$62.27	5/1/2013	$65.19	$2.92	4.69 %
UPRO	ProShares UltraPro S&P 50	Long	4/24/2013	$119.30	5/1/2013	$122.70	$3.40	2.85 %
URTY	ProShares UltraPro Russel	Long	4/24/2013	$92.40	5/1/2013	$96.88	$4.48	4.85 %
SRTY	ProShares UltraPro Short	Long	4/22/2013	$25.47	4/24/2013	$24.14	($1.33)	-5.22 %
UWM	ProShares Ultra Russell20	Long	4/15/2013	$55.55	4/18/2013	$52.01	($3.54)	-6.37 %
UYG	ProShares Ultra Financial	Long	4/15/2013	$86.10	4/18/2013	$82.16	($3.94)	-4.58 %
TQQQ	ProShares UltraPro QQQ	Long	4/12/2013	$63.13	4/18/2013	$58.96	($4.17)	-6.61 %
UDOW	ProShares UltraPro Dow 30	Long	4/11/2013	$79.66	4/18/2013	$76.75	($2.91)	-3.65 %
UPRO	ProShares UltraPro S&P 50	Long	4/11/2013	$121.78	4/18/2013	$113.87	($7.91)	-6.50 %

Important Note: Trades are shown in chronological order, and are not selected for their results. Results may vary dependent upon the round trip commission/capital ratio used. Stock prices reflect the next market open price after CXA Markets' broadcast, and final price updates are processed by 8:00 p.m. CST. There is no guarantee that orders will be executed at the published market open price, and results may be higher or lower dependent on broker, order routing, and execution time. Round trip commission used in calculations is $20 for first 1,000 shares, and $0.02/share for 1,001+ shares.

* Total Return & Nimble Long: Total Return "Since 2011" for Nimble Growth (Long & Short) and Nimble Growth Long is cumulative and does not deduct CXA Markets' fees, trade commissions, and capital gains tax, with profits removed at year's end and capital reset to original amount at the beginning of the year. If profit wasn't removed, returns would be higher. The return for Nimble Long reflects only the long trades being executed. Returns for Index funds (ETFs) are calculated based on a buy-and-hold dividend reinvesting strategy, with dividends reinvested every quarter on the payment date and using the ETF open price for that day. ETF returns "since 2011" are cumulative, and returns for individual years are for the respective annual periods. Commission expense is not included, and fractional ETF shares are used. If fractional shares are not allowed by your broker the results may be slightly different. Dividend data provided by Nasdaq.

** HFI: The source of hedge funds data used is Credit Suisse. Using data that closely mirrors CXA Markets Nimble: Dow Jones Credit Suisse Core Long/Short Equity Hedge Fund Index^SM. There may be up to one month delay in reporting, and is subject to revision as data is updated.

*** Full Capital Exposure & Average Daily Risk Exposure: Nimble Portfolio is almost never fully invested and may hold 100% cash during some periods. Even though it would be positive, credit for interest earnings on cash is not included.

Necessary Simple Legalese: There is risk in life and investing is no different. This is not a solicitation to buy or sell any securities, and CXA Markets and its agents are not liable for anything and/or to anybody as a result of CXA Markets' advice. CXA Markets is NOT a registered financial adviser. If unsure, you should seek advice from independent investment professionals, although we are virtually certain that some disclaimer regarding the lack of liability will apply to their services, such as past performance is not indicative of future results.