SMART ETF Summary

What are the ‘SMART ETF’ Strategies?

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  An actively managed US Dollar account set up for automated trading via Interactive Brokers who have been voted top online broker for the sixth consecutive year by Barron's
 
•   IB has offices in NYC, London, Hong Kong, Tokyo, Sydney and Switzerland
 
•   Secure, encrypted data protection
 
•  Interactive Brokers are regulated by the Securities Exchange Commission (SEC), NYSE, FSA, FINRA and other regulatory bodies. It is US FATCA and GATCA compliant
 
•   Assets are actively traded on your behalf every month
 
•   The strategy can make money in rising, falling and flat markets
 
•   We can accept most nationalities including US expats
 
•   No lock-ins, no entry fees, no exit fees and no hidden costs
 
•   The strategies have returned up to 20% per year based on backtested returns and your risk tolerance
 

The 'SMART ETF' Strategies Vs SPY ETF (S&P500)

 
 
The strategies have outperformed the S&P 500 ETF (SPY) during rigorous backtesting and monte carlo analysis with the conservative, balanced and adveturous strategies.
 
 
“However, please note than past performance does not necessarily guarantee future returns.” 
 
You can view the statistics here.
 

The ‘SMART ETF’ Strategies Explained

 
•  Monies are held in your name, a joint account or under a trust by Interactive Brokers and the strategy buys & sells US Exchange Traded Funds (ETF’s). Interactive Brokers’ trading platform has over $5 billion USD under management
 
•  Invest cash in the strategy for as long as you want. There is no lock-in period, no up-front costs and no costs to leave the strategies. You are allowed one free withdrawal per month and you can withdraw as much as you like. Positions can be liquidated immediately upon request
 
•  The ‘SMART ETF’ strategies have shown to be robust in back testing, however, past performance does not necessarily guarantee future returns. Having said that, the risks are lower than investing in the stock market and the macroeconomic theory behind the strategy is sound
 
•  The ‘SMART ETF’ strategy is less risky than investing in “blue chip” US equities (the S&P 500) and has delivered higher returns
 
•  The strategy has been devised to reduce risk when there is a market crash by swiftly moving to cash and higher treasury ETF positions.
 
•  Hudson James Investments are actively managed and the strategy is rebalanced monthly
 
•  You can sign up for a free account online and clients can view live valuations online anytime with a secure "investment dashboard"
 
•  Clients are required to complete the online application forms and provide proof of ID and address for compliance, but these can be provided as scanned copies online. Your unique ID and password allows access to valuations at anytime
 
•  Low cost US Exchange Traded Funds (ETF’s are similar to index trackers) are used to keep fees low and returns high whilst reducing risk as ETF’s are very liquid assets. They can be bought and sold almost instantly. They are SEC regulated which increases transparency and reduces the risks of investing
 
•   During a stock market crash, the strategy switches quickly to US treasuries for safety. The strategy can also make money from swings in the markets. This means you can make money when the stock market is rising, falling or even in static markets
 
•  The account is held in your name. The trades are placed by Interactive Brokers under instruction from Hudson James Investment Management. You can liquidate your positions at any time and exit the strategy. Simply email us and Hudson James can send money back to your current bank account at any time you want
 
• There is no ATM card associated with this account, but cash can be easily transferred to the bank account you transferred money from at any time*
 
*We can also assist in arranging offshore bank accounts in the Isle of Man, Switzerland, or Mauritius if necessary by putting you in touch with a regulated financial adviser. You can then link your offshore bank account to your automated trading account.
 
 
• Fees include a 0.08% per month management fee. The fees for buying and selling ETF’s are charged at USD 0.005 per share (with a minimum of USD 1.00 and maximum of 0.5% of trade value). Usually, there are only a few trades placed once per month.
 
•  ETF’s are ranked by an algorithm based on past performance, volatility, Minimum Variance Optimization and walk-forward statistical analysis. Assets are traded and rebalanced monthly. 
 
•  Interactive Brokers has no exposure to mortgage debt, credit default swaps or securitized mortgage debt which improves the security of the platform
 
 
 
What about deposit protection and security of the assets?
 
Any monies in the account are fully invested, so you are protected from “bail-ins” which has now been signed into EU law. The EU has signed a new law which is effective Jan 1st, 2016. If you have money in a European bank and that bank goes into liquidation in a bank run, your deposits might face an instant tax similar to the 40% “haircut” on depositors’ accounts in Cyprus in 2013. It was 0.6% in Italy (1992) and Spain has just introduced a 0.3% tax (2014).
 
This may be the tip of the iceberg.
 
Our managed account protects you from EU “bail-ins” exposure risk and and risk of a "bank run".
 
Deposit protection scheme: Any money invested is protected by the Securities Investor Protection
Corporation ("SIPC") in the USA for a maximum coverage of $500,000 (with a cash sublimit of $250,000).
 
This compares to banks in the UK which only protect 85,000 GBP and banks in the EU which only protect 80,000
EUR. So, you have much higher protection in place for both cash on the platform and securities.
 
Furthermore, most of the time you will be 100% invested in SEC regulated US Exchange Traded Funds, so 100% of your assets will be segregated and ring-fenced. If Interactive Brokers goes into liquidation and you are fully invested, your assets can simply be reassigned to another brokerage or financial institution.
 
 
Interactive Brokers LLC has a credit rating of A-.  
 
 
 
Please scroll down to see our partners and for further information on deposit protection and on security of client assets. 
 

Partners / Third Party Resources

 
 
Hudson James Investment Management (HJIM) are licenced in the BVI and regulated by the BVI Financial Services Commission. HJIM hold a “Category 3” investment management licence: SIBA/L/14/1069.
 
Please click here for more on client protection & security
 
 
Interactive Brokers LLC has a Standard &Poor’s credit rating of A-/Stable/A-2
 
HJIM use Interactive Brokers to protect client monies. They have been the best online broker for the last 3 years in a row as rated by Barron’s. Over the last 37 years, they have grown internationally to become one of the premier securities firms with over $5 billion in equity capital.
 
Interactive Brokers' headquarters are in the USA and they have approximately 880 employees throughout their offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China and Estonia. IB are regulated by the SEC, FINRA, NYSE, FSA and other regulatory agencies around the world.
 
Customer securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC excess SIPC policy with certain underwriters at Lloyd's of London for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million.
 
http://www.interactivebrokers.com - in English
 
http://www.interactivebrokers.com/ch - in Swiss/German
 
KPMG (BVI) Limited provide independent audit services to Hudson James Investment Management Limited. KPMG (BVI) Limited, a British Virgin Islands company limited by shares, is a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity.
 
KPMG International’s member firms have 145,000 professionals, including more than 8,000 partners, in 152 countries. 

 

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