FVEr Strategy Allocation Status

Updates each weekend on SUNDAY following the market close on Friday.

The Status column below has three possible statuses:

• Leveraged: Allocate to the 2x or 3x Leveraged Counterpart in Column 3 (depending on your risk tolerance), when the undervalued criteria is triggered

• Unleveraged: Allocate to the Market ETF in Column 1, when the neutrally valued criteria is triggered

• Inverse Leveraged: Allocate to the Inverse Leveraged ETF in Column 4, when the overvalued criteria is triggered

To optimally implement the FVEr Strategy, reallocation needs to occur at market open at the beginning of each trading week. Many times, the status will not change from one week to the next, and thus no reallocation needs to occur.