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 - Alpha Edge “BBT”
Portfolio Description (more than one can be selected)
The Alpha Edge “BBT” is an adaptive portfolio utilizing the Bull & Bear Tracker’s (BBT) algorithmic signals as it seeks to minimize downside risk and potentially increase alpha.
The BBT algorithm limits equity? market exposure over full market cycles. Based upon key indicators the BBT algorithm will at times signal to be either long or short the equity market, or in cash for a portion of each month.
$250,000 - Alpha Edge “Bull-VIX”
The Alpha Edge “Bull-VIX” is an aggressive growth portfolio that is highly volatile and speculative in nature utilizing the Bull-VIX Algorithm. The Bull-VIX is driven by key technical and economic analysis to leverage market volatility and manage portfolios through the market peak of a secular bull and generate alpha in secular bear markets. The Bull-VIX identifies opportunities as it seeks to generate alpha from market downturns.
$500,000 -Diversified Wealth Builder “All Weather”
The Diversified Wealth Builder “All Weather” Portfolio is diversified in the following manner (percentages may vary based on risk tolerance level; a hypothetical case is demonstrated below):
25% Bull & Bear Tracker (BBT)
50% Alternative Investments
Alternative Investments* may include:
- Venture Capital
- Private Equity
- Penny Stocks**
- Precious Metals†
- Crypto Currency‡
- Real Estate§
- Equipment Leasing
Please note that neither Alpha Tack, its officers, principals or its affiliates are compensated for referrals to LionsGate Advisors. Alpha Tack obtains research through Dynasty Wealth (DW). DW provides research and analysis to subscribers on a variety of market sectors. Subscribers pay a fee for these services.
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. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
*Alternative Investments, i.e. venture capital, private equity, penny stocks, are highly illiquid and/or may be thinly traded investments. Each investment should be considered illiquid for a minimum of 3-7 years. These investments are not ideal for clients with frequent cash needs. These investments are highly speculative and are suitable only for those who (a) understand and are willing to assume the economic, legal and other risks involved, and (b) are financially able to assume significant losses. Alternative Investments may not be appropriate investments for certain retirement funds. Before deciding to invest in Alternative Investments, clients should carefully consider their investment objectives, level of experience, and risk appetite.
**Penny stocks often exhibit high price volatility and erratic market movements. Often, when investors buy or sell these securities, they significantly affect the quoted price. In some cases, the liquidation of a position in low priced security may not be possible within a reasonable period of time and is subject to additional fees. It may be difficult to properly value an investment in penny stocks.
†The performance of a precious metals investment depends in substantial part upon often-unpredictable extrinsic market forces, including without limitation supply and demand, international monetary markets, inflation and general economic conditions and expectations. The impact of these forces, or any of them, on the values of precious metals cannot be predicted with any degree of certainty.
‡Purchasing cryptocurrencies comes with a number of risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. In addition, cryptocurrency markets and exchanges are not regulated with the same controls or customer protections available in equity, option, futures, or foreign exchange investing. There is no assurance that a person who accepts a cryptocurrency as payment today will continue to do so in the future.
§The value of securities in the real estate industry can be affected by changes in real estate values and rental income, property taxes, and tax and regulatory requirements. Also, the value of securities in the real estate industry may decline with changes in interest rates. Investing in REITs and REIT-like entities involves certain unique risks in addition to those risks associated with investing in the real estate industry in general. REITs and REIT-like entities are dependent upon management skill, may not be diversified, and are subject to heavy cash flow dependency and self-liquidation.
Portfolios are shown for illustrative purposes only and are not recommendations.