MarketTrend Advisors
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 Frequently Asked Questions

 What type of accounts can you manage?
We can manage most types of accounts for individuals, businesses, or trusts. This includes both regular accounts as well as most qualified retirement plans such as traditional IRAs, rollover IRAs, Roth IRAs, and SEP IRAs.

 Besides the mechanical trading, what value do you add?
After the initial consultation to establish what strategies and investment vehicles will be used to manage your assets, we provide the key ingredient, the model and the Buy/Sell signals.
Yes, we do watch for signals and are poised to execute your trades in a timely manner. We can be more proactive than simply following the timing signals in managing your assets. Not many clients have a simple in and out strategy. Most select some degree of leverage and have a choice of investment vehicles: ETFs, options, mutual funds. For example, we offer stop-loss protection to limit drawdowns during a signal cycle. This feature alone, should you choose it, can generate a return that more than covers our fee. Also, we actively dollar-cost average into the market in between signals thus limiting your exposure to getting in at the 'wrong' price.
An indirect benefit is that in an advisor account there is no early redemption fee with mutual funds, Fidelity does not charge us for Rydex and ProFunds trades of less than 180 days.

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 Do you have a stop-loss or short strategy in the MTA Sector
 MTA Momentum or MTA Guru Portfolio services?
At this time, we do not take a short position in these strategies. In the MTA Sector service, we will naturally rotate into more defensive sectors as the market weakens. We set a stop-loss alert at 10% in the MTA Sector service, at which point we evaluate the position. However, we find that more often than not the position bounces back during the quarter to post a less than 10% loss. In other words, it is rare that a position has a loss greater than 10% in a quarter. Thus, the stop-loss is a "soft stop" in that an evaluation is triggered but perhaps not an exit. In the MTA Guru Portfolio service, we let our positions run without a stop-loss or short strategy. The historical results tell us that, though we might endure some volatility in the short-run, the model will get us into the best-performing stocks when the market picks up. We just need to be patient. This was demonstrated time and again during the 2001-2002 downturn, when this strategy showed surprisingly strong performance in the face of a very poor broad market.

 What are the costs for your services?
Management fees for our MTA Index, MTA Blend and Sector Rotation services are 1.5% per annum for the first $3 million, payable monthly. For accounts greater than $3 million, the fee is 1.25%. There is no minimum account size, but the minimum annual fee is $1000.
Fees for our MTA Guru, MTA Momentum and MTA World Index services are 2% per annum for the first $3 million, payable monthly. Accounts greater than $3 million are charged 1.75%. Minimum account size is $50,000 and the minimum annual fee is $2000. M

 What fees and minimums does Fidelity Investments have?
Fidelity is currently charging managed account clients $15 up to 1000 shares, each additional share is $.015 ($8.00 for managed accounts or 'households' with a balance > $1.0M). Rydex and ProFunds transactions are free. No minimum balance.

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 What should I do if I already have a Fidelity account?
If you already have an account at Fidelity you may complete the "Add Advisor to Fidelity Retail Account"form found on our "Open Account" page to give MTA the authority to trade your existing account. You will also need to complete the "MTA Account Application" and the "Investment Advisory Agreement(s)".

 What is the relationship between TimingCube, TradeGuru, ETFTide and MARKETTREND Advisors?
MARKETTREND Advisors, TimingCube, TradeGuru and ETFTide are separate entities. The TimingCube , TradeGuru and ETFTide partners are, individually, founders and partners of MARKETTREND Advisors. The only direct relationship between the entities is that our advisory firm licenses the timing signal from TimingCube and buy and sell signals from TradeGuru and ETFTide. Please read S.E.C. Form ADV, Part II for detailed disclosure.

 Have you considered an "autotrade" type of service?
We have researched autotrade services but we haven't found any satisfactory solution yet. It seems that our requirements, our infrequent trading and our different strategies do not fit well in the autotrade model.

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