WHO SHOULD CONSIDER USING THE MOOSE?
Those who would invest part of their liquid assets in the Moose should meet ALL of the following criteria: (1) Have a better than rudimentary understanding of the investment process. (2) Have a medium to aggressive risk tolerance. (3) Be willing to accept personal responsibility for the risk implicit in one’s actions. (4) Be willing to commit to an intermediate term market-timing program. (5) Have at least a medium term time horizon (3-5 years), preferably longer. (6) Be willing to invest in funds rather than individual stocks and bonds. (7) Have a tax-deferred account at a discount broker, or(8) be willing to incur short term gains in a taxable account. Just remember all quantitative models are the product of fallible human beings. Invest in the models like we do– at your own risk. Very conservative investors will probably be uncomfortable with the Moose and should avoid it. Very active traders may become impatient at times, but could be rewarded if they overcome their impatience.
