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Alpha Edge Tracker Portfolios

LionsGate Advisors is proud to be the exclusive advisor licensed to offer the following portfolios managed under the assistance of proprietary artificial intelligence algorithms:

Minimum Account Value - Portfolio Code

$100,000 - (AETC)

Portfolio Description (more than one can be selected)

The Alpha Edge Tracker Conservative (AETC) is an adaptive portfolio utilizing proprietary safety signals to minimize downside risk and increase alpha. The AETC portfolio buys and sells the following long and inverse market ETFs and to be in 50% to 100% cash for a portion of the days and nights for each month.

  • Dow Jones index ETFs: DOG and DIA
  • S&P 500 index ETFs: SH and SPY
  • NASDAQ index ETFs: PSY and QQQ

Note.  AETC has limited market exposure. 

$100,000 - (AETA)

 

The Alpha Edge Tracker Aggressive (AETA) is an adaptive portfolio utilizing proprietary safety signals to minimize downside risk and increase alpha. The AETA portfolio buys and sells the following long and inverse market ETFs and to be in 50% to 100% cash for a portion of the days and nights for each month.

  • Dow Jones index ETFs: SDOW and UDOW
  • S&P 500 index ETFs: SPXS and SPXL
  • NASDAQ index ETFs: SQQQ and TQQQ

Note.  AETA has limited market exposure.

$100,000 - (AETH)

The Alpha Edge Tracker Hedge (AETH) is a portfolio which utilizes proprietary algorithmic based signals to leverage market volatility to achieve maximum alpha. The AETC portfolio buys and sells the following long and inverse market ETFs and its mandate is to remain fully invested for 24 hours and seven days per week for each month.

  • Dow Jones index ETFs: DOG and DIA
  • S&P 500 index ETFs: SH and SPY
  • NASDAQ index ETFs: PSY and QQQ

Note.  AETH has full market exposure.

Diversified Wealth Builder Portfolios

(Accredited, Qualified and Sophisticated Investors Only)

$250,000 - (DWB)

The Diversified Wealth Builder* (DWB) portfolio is allocated 80% towards the AETC while reserving 20% for the investor direction of funds towards any of the following alternative investments:

  1. Venture Capital
  2. Private Equity Startups
  3. Penny Stocks

Note. DWB has limited market exposure.

$250,000 - (DWBP)

The Diversified Wealth Builder Pro* (DWBP) portfolio is allocated 60% towards the AETA or AETH while reserving 40% for the investor direction of funds towards any of the following alternative investments:

  1. Venture Capital
  2. Private Equity Startups
  3. Penny Stocks

Note: DWBP has limited market exposure.

$500,000 - DWAW

 

The All Weather* portfolio is allocated 50% to DWBP with remaining 50% reserved the following alternative investments:

  1. Venture Capital
  2. Private Equity Startups
  3. Penny Stocks
  4. Precious Metals
  5. Mining Stocks
  6. Real Estate
  7. Equipment Leasing

Note: AW has limited market exposure.

*Notes for DWB, DWBP and DWAW portfolios:

1: Portions reserved for alternative investments to be invested in applicable AETC, AETA or AETH until investments made.   

2: Venture Capital, Private Equity Startups and Penny Stocks are highly illiquid or thinly traded investments. Each investment should be considered illiquid for a minimum of 3-7 years.

This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial or other advice. Nothing contained on our site constitutes a solicitation, recommendation, endorsement or offer by LionsGate Advisors or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the site constitutes professional and/or financial advice, nor does any information on the site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. LionsGate Advisors is not a fiduciary by virtue of any person’s use of or access to the site or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content on the site before making any decisions based on such information or other content. In exchange for using the site, you agree not to hold LionsGate Advisors, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the site.

There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds and money market funds involve risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

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Contact us

314.222.2788 Office Main
314.222.2791 Fax [email protected]

Chesterfield

14755 N. Outer 40 Road
Suite 514
Chesterfield, MO 63017
314.222.2788 Office Main
314.222.2791 Fax

Columbia

303 N. Stadium Blvd.
2nd Floor
Columbia, MO 65203
573.234.5508 Columbia Office
314.222.2788 Office Main

Investment Advisory Services offered through Lion Street Advisors, LLC., a Registered Investment Advisor. LionsGate Advisors does not provide legal or tax advice.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact LionsGate Advisors at (314) 222-2788 or email [email protected] .


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