Trendz was designed to help take the guesswork out of managing your 401(k). It gives you the information you need to make confident decisions and choose adjustments to help maximize performance.
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Specific investment instructions about every 42 days, from your risk profile.
The same three steps, every six weeks.
Every 6 weeks, Trendz gathers the data for week-ending asset class values.
A fixed and patented algorithm calculates valuations of the asset classes.
Trendz assigns allocation percentages from the selected risk profile.
EXAMPLE
Not advice. An illustration of a Trendz mix, not this period’s recommendation, and not real market data.
Risk profile
In good times, stock-style classes stay at or under 60%.
Market setting
More aggressive.
Sample total 100%
The 10 classes Trendz publishes are Money Market, Small Growth, Small Value, Mid Growth, Mid Value, Global Large Growth, Large Value, Short Bonds, Long Bonds, and High Yield. Classes at 0% are left off the bars. The percentages illustrate the profile caps. They are not a live allocation.
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Aggressive in “Good Times” and defensive during “Difficult Times.”
A Tennessee registered investment advisor, CRD #139528. Donald Taylor developed the Trendz system in 2001 and received a U.S. patent for it in 2008. It is a computerized, numbers-based way to set an allocation, used for about $40 million in discretionary client assets across more than 200 accounts, and it is built for 401(k) participants. The goal is enhancing performance while lowering risk.