AT A

GLANCE

"Sell in May and go away" is a well-known financial-world adage, based on the historical underperformance of some stocks in the "summery" six-month period commencing in May and ending in October, compared to the "wintery" six-month period from November to April.

We have taken this basic market premise and turn up the intensity on it to produce a strategy which will look at maximising returns during up periods whilst maintaining momentum when the markets are traditional stagnant. This is done using a mixture of Index's as well as a short to long term bonds. As this strategy is x4 leveraged, it has very tight and controlled risk management to minimise the downside potential.

BY THE

NUMBERS

EQUITY

GROWTH

Starting balance of $100,000 USD

HISTORICAL

PERFORMANCE

ASSET

ALLOCATION

INVESTMENT

STRATEGY

The Sell in May and Go Away strategy deploys the age old wisdom of the markets having a tendency to under perform in the summer months and over perform in the winter. To that end, and to spread the risk within the strategy, every six months the portfolio shifts from a range of US markets to a range of Treasury Bonds.

As this is at x4 leverage (x1 per investment vehicle) risk management is the main activity with this strategy. This includes both a hard stop loss level as well as floating moving average and average true range driven one. This is due to the inherent fact that when markets crash, they do it very quickly and as such we do not want to be holding x4 the market if that happens.

This strategy also has inbuilt into its mechanics the ability to go to cash and stay there for a certain amount of time, until pre-set conditions are met again. As this is only one part of a larger portfolio of strategies, being in cash within this strategy for a few months can be handled.

WHAT

NEXT?

Find out how this Seasonal Sector Rotation strategy makes up part of the Ubique Portfolio as a whole.

UBIQUE

PORTFOLIO

Explore how our other strategy makes up the Ubique portfolio to give a blended non-correlated approach to the market. understanding how both strategies work is integral to the process

SEASONAL SECTOR

ROTATION

Explore how our other strategy makes up the Ubique portfolio to give a blended non-correlated approach to the market. understanding how both strategies work is integral to the process

GOLDEN

RATIO

63/66 Hatton Garden

Fifth Floor, Suite 23

London

EC1N 8LE

United Kingdom

+44 (0) 203 633 6961

  • LinkedIn - White Circle
  • Twitter - White Circle
  • Facebook - White Circle

​This website should not be regarded as an offer or solicitation to conduct investment business. Past performance of investments is not necessarily indicative of future performance. The value of investments may fall as well as rise and the income from investments may fluctuate and is not guaranteed. Clients may not recover the amount invested. The investments mentioned on this website are not suitable for all types of investors. Investment advice should always be sought from a qualified investment adviser before any investment is made.

Trading and investing can be a challenging and potentially profitable opportunity for investors. However, before deciding to participate in the market, you should carefully consider your investment objectives, level of experience, and risk appetite. Most importantly, do not invest money you cannot afford to lose.


There is considerable exposure to risk in any investment transaction. Any transaction involving securities involves risks including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Investments in speculation may also be susceptible to sharp rises and falls as the relevant market values fluctuate. The leveraged possibility of trading means that any market movement will have an equally proportional effect on your deposited funds. This may work against you as well as for you. Not only may investors get back less than they invested, but in the case of higher risk strategies, investors may lose the entirety of their investment. It is for this reason that when speculating in markets it is advisable to use only risk capital.