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Here Investing is Different
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 As CXA Markets' first year ended on a high note, we can state unequivocally that 2011 presented one of the toughest investment environments the markets have ever seen. We couldn't have picked a worst year to launch the firm, but Nimble's performance validates our strategy.

The uncertainty is multiplied going forward, and investors are confronted with generational volatility fueled by years of bad decisions, while the misplaced quest for inexistent benign economic solutions will deliver interesting outcomes — and we're ready for the challenge.

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 CXA Markets caters to discerning traders and investors seeking wealth management alternatives. The firm's trading strategies are designed to take advantage of every market condition — Bull, Bear and in Between — and our primary focus is always on risk management. Our algorithm highlights opportunities and risks, removing subjectivity and emotion from the investment process. Thus, we only communicate three simple words: Buy, Sell or Nothing!
We don't opine on where stocks should go, or become distracted by subjective valuation models. Instead, we analyze where the market wants to take stocks, and position our trades accordingly. Intelligent investment ideas abound, but what everyone cares about, regardless of well written speeches, is Positive Return on Investment — year in and year out. In the interest of full disclosure, our Nimble strategy is aggressive and doesn't fit everyone's personality.

CXA Markets Nimble Growth  Nimble Growth is a short-term strategy designed to generate frequent and small profits regardless of market conditions, while taking advantage of the compounding effect.

The strategy triggers both long and short trades, and you can view it as your "Personal Hedge Fund," while having complete control over your accounts, and without being time-trapped in a fund! As an option, you may use Nimble Long and skip the short trades.

A minimum of $100,000 in capital in a margin account 1 is recommended to implement this strategy, based on a round trip commission/capital ratio of $20/0.25% (20/0.0025) per trade or better.

Total Return  

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Three Simple Operational Facts

  • A maximum of 6 trades are held at any given time, and 16% of total portfolio value is allocated to each trade, with 4% of total capital kept in cash. Portfolio value is the sum of cash and the value of the open trades. Effective March 24, 2014, variable T/PV% (trade size as percentage of portfolio value) is introduced and is applied as algorithms dictate. The size of a trade will be within a minimum of 8% and a maximum of 24%, in increments of 4%, with the default being 16%. The 96% of total portfolio value will never be exceeded, reducing the number of total open trades to 4 when using the maximum allocation P/PV% value.
  • Only market orders are used, and are placed pre-market for execution at the open. Limit, stop-loss or trailing-stop orders are never used, and open trades are never added to, or scaled back. No hedges of any kind are ever used.

  • List of daily trades is delivered to members via e-mail every market day no later than 9:00 a.m. EST. If no trades are selected for any given day, a message is still sent to inform members of the decision. Trades are also accessible via the member's account.

CXA Markets Nimble Income  If income is the goal, stock paying dividends, bonds, and CDs are the norm, although the returns can be quite meager, even during good times.

Nimble Income is the alternative, and the only modification required is a reset of the base capital at the end of every quarter, removing accumulated profits — or "Nimble Dividends."

The annual return on investment will be lower than if profits continue to accumulate and are reinvested, as is the case with the Nimble Growth strategy outlined above, but the return is superior to traditional investments.

What about short-term capital gains tax?
Although we like to minimize the tax bite, we view taxes as the cost of doing business, not an obstacle that must be circumvented. We don't put taxes ahead of profit, because that's the equivalent of putting the cart before the horse. It's easy to do the math, and short-term capital
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gains tax depends on your marginal tax rate, while keeping in mind that dividends are also taxable. Returns shown are net of CXA Markets' fees and trade commissions.

1 Margin account is used for flexibility in between trade settlements, not actual trading, and incurs minimal costs. If the individual elects to use margin as leverage, that is a personal decision and not a CXA Markets' recommendation.

* HFI: The source of hedge funds data used is Credit Suisse.  Taxes and fees are not taken into consideration and will reduce return on investment. Using data that closely mirrors CXA Markets Nimble: Dow Jones Credit Suisse Core Long/Short Equity Hedge Fund Index. HFI performance subject to last revision up to 60 days after the end of the respective year.

** Dividend yields shown are for S&P 500 ETF (SPY) and Dow Jones Industrials Average ETF (DIA).

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