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HOW DO I KNOW WHEN TO SELL?

SuperCap25 portfolios can be held for 12 months and then rebalanced and reconstituted. Of the components that have appreciated, enough is sold to return them to a 4% weighting. For those that have underperformed, additional shares will be bought to bring them back to a 4% weighting.

If the top 25 are different, the new companies that have appreciated onto the list will be purchased, and those who have been pushed off the list will be sold. The idea is that market values of the components will be reset every trading day by market forces.

Stocks that are losing sponsorship are being liquidated and those that are gaining sponsorship are being bought. A truly Darwinian process that uses market intelligence to pick the winners and sell losers.