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Welcome to Portfolio Channel's Strategic Risk Management System.

My name is David Moenning and I've been managing "other people's money" for more than twenty-five years. Unlike all those newsletter writers on the web, I am NOT retired. Investing it NOT a hobby. And I do NOT have a TV show... No, I spend my time focusing on markets. And I take my job very seriously.

During my career, I have focused first and foremost on managing risk. This has helped us effectively navigate the brutal bear markets of 1987, 1990, 1998, 2000-2003, 2007-08, and 2011, and also to make some nice money along the way.

But there's more to the market than risk management. Five years ago we set out to build a system that could not only "time" the market effectively but could also adapt to changes in the market's environment. You see, in some markets, you can simply ride the trend for months. But in others you have to make lighting fast changes to your holdings. Sometimes it is the news that matters. Sometimes it's earnings. And other times, it's all about the economy. And then in those nasty bear markets you need a different strategy entirely.

The bottom line is one strategy isn't enough these days. No, in order for your trading to be able to adapt to different market types, you need to utilize the appropriate strategy to fit the current market environment.

The end result of our hard work, research, and testing is the Strategic Risk Management System - A multi-strategy, market management system designed to keep you on the right side of the market's major trend and a system that can adapt to changing environments. A system that is perfect for your IRA's, your 401(k), your mutual funds, and ETF's.

About the Strategic Risk Management System

The Strategic Risk Management System makes investing in the stock market much, much simpler.

Each morning, we make one decision and one decision only: Should our accounts be long? Should we be short? Or should we be "out" of the market and sitting in cash?

Our risk management models are updated every morning, about 90 minutes after the opening bell -- so you don't have to sit by a computer all day (it takes less than a minute to get the decision for the day). And since we trade easy-to-use ETF's, following the system is a snap!

We don't do any fancy trades. No options, no day trading... We tell you exactly what and when we are buying or selling via email trade alerts and then we update our performance every single day.

Let's Talk Performance

They say that "timing is everything" and we certainly agree. Below are the results of the Strategic Risk Management System model since we went live with the service in 2009:

Strategic Risk Management System
Performance Results

For The Period 12/31/2008 - 12/31/2011


S&P 500
Cumulative Total Return: +273.97%  +39.22%
Average Annual Return: +55.22% /Year  +11.66% /Year

No, those aren't typos. The Strategic Risk Management System has outperformed the S&P 500 Index by nearly 7 to 1 since the end of 2008.

So, if you are looking for an easy way to profit in both up AND down markets - in good times and bad - the Strategic Risk Management System may be just the ticket.

It's EASY to Follow!

Our job is to make life easy for our subscribers. Since we do all the research and tell you EXACTLY what and when we are buying (or selling) via email alerts, it's a VERY easy service to follow. It only takes about a minute a day!

Below are the actual signals provided by the Strategic Risk Management System since the beginning of 2009...

Finally, ask yourself a couple more questions: Will you be ready for the next big decline? Do you have a plan to profit from the next bear market? And what about the next rally after that?

Be Ready for the Next BEAR Market!

Here's a thought. Forget about buy-and-hold. Instead of watching your account get hammered whenever the bears come around...

Why not have a strategy to "go both ways" in your portfolio?

The days of "buy and hope" are gone. (By the way, "buy and hold" was a strategy devised by the mutual fund industry during a 20-year bull market in an effort to convince you to leave your money in their funds forever.) However, today you simply can't afford such a self-serving strategy!

Doesn't it make sense to be able to profit from up AND down markets instead? Why not let the Strategic Risk Management System help guide the way?

Long Term Performance

Before we ever go "live" with the trading strategy, we insist that the management system be thoroughly tested - preferably in good markets, bad markets and everything in between. So, before we introduced our Strategic Risk Management service, we conducted a thorough test of the system. Although no backtest is ever perfect (far from it!), what we're looking for is an indication of how the system could perform in different conditions. In short, based on the numbers below, we feel the system has impressive potential and we thought you might enjoy seeing the results.

Below is a summary of the system test results for our Strategic Risk Management Model. Please note that the results below do not represent actual trading. However, the test does provide us with an indication of what we might be able to expect in varying market environments such as a bull market, a bear market, and that annoying "in between" type of environment.

Strategic Risk Management System
System Test Results

For The Period 12/31/1999 - 12/31/2011


S&P 500
2000 +50.53% -10.14%
2001 +63.70% -13.04%
2002 +60.94% -23.37%
2003 +16.64% +26.38%
2004 +26.44% +8.99%
2005 +12.98% +3.00%
2006 +34.56% +27.55%
2007 +38.90% +3.53%
2008 +60.52% -38.49%
2009 +157.42% +23.45%
2010 +55.21% +12.78%
2011 +10.34% -0.00%

Cumulative Return: +8,640.98%  -3.91%

Perhaps the biggest positive to take note of is the long string of green numbers on the left side of the table. Frankly, this is the most exciting aspect of the system to me - NO DOWN YEARS! Imagine how good you would have felt during the devastating Credit Crisis bear market if your portfolio had advanced at all in 2008 - let alone 60.5%.

The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of the editors and may not actually come to pass. Neither StateoftheMarkets.com nor its publisher, Ridge Publishing Co. Inc., are registered as investment advisors with the U.S. Securities and Exchange Commission or with FINRA as broker-dealers. The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Investors should always consult an investment professional before making any investment in any securities or following any subscription service.

The Strategic Risk Management Model is a model portfolio. The return calculations for the model from 8/1/09 represent the implementation of the model portfolio strategies based on the trade alerts issued by the service. Returns from 3/6/09 through 7/31/09 represent the implementation of the model portfolio strategy based on the Daily Decision Model signals as published on the website. Return calculations prior to 3/6/2009 represent hypothetical system testing. Returns for the main model assume going long the S&P 500 on buy signals, short the S&P 500 on sell signals, and to cash on neutral signals. Returns after 9/24/09 represent the implementation of the trade alerts thereafter.

Hypothetical system testing and model portfolios do not represent actual trading. It should be noted that backtested results do not take into account payment of commissions or reinvestment of dividends, have inherent limitations, incorporates the benefit of hindsight in the development of the model, and are for informational purposes only.

The information contained in this report is provided by Ridge Publishing Co. Inc. (Ridge). One of the principals of Ridge, Mr. David Moenning, is also President and majority shareholder of Heritage Capital Management, Inc. (HCM) and Heritage Capital Advisors (HCA), Chicago-based money management firms. HCM and HCA are registered investment advisers. HCM also serves as a sub-advisor to other investment advisory firms. Ridge is a publisher and has not registered as an investment adviser. Neither HCM, HCA, nor Ridge is registered as a broker-dealer.

Employees and affiliates of HCM and Ridge may at times have positions in the securities referred to and may make purchases or sales of these securities while publications are in circulation. Editors will indicate whether they or HCM has a position in stocks or other securities mentioned in any publication. The disclosures will be accurate as of the time of publication and may change thereafter without notice.

Your actual results may differ from results reported for the model portfolio for many reasons, including, without limitation: (i) performance results for the model portfolio do not reflect trading commissions that you may or may not incur; (ii) performance results for the model portfolio do not account for the impact, if any, of certain market factors, such as lack of liquidity, that may affect your results; (iii) the securities chosen for the model portfolio may be volatile, and although the "purchase" or "sale" of a security in the model portfolio will not be made in the model portfolio until confirmation that the email alert has been sent to all subscribers, delivery delays and other factors may cause the price you obtain to differ substantially from the price at the time the alert was sent; and (iv) the prices of securities in the model portfolio at the point in time you begin subscribing to our service may be higher than such prices at the time such stocks or options were chosen for inclusionin the model portfolio.

Ridge Publishing Co. Inc. 1377 Killington #100 Evergreen, CO 80439

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Meet Our Lead Model Portfolio Manager:
Mr. David Moenning

Mr. Moenning is a full-time professional money manager and is the President and Chief Investment Strategist for his Chicago-based Investment Advisory firms, Heritage Capital Management and Heritage Capital Advisors.

Mr. Moenning began his investment career in 1980 and has been an independent money manager since 1987. Dave became a partner in a private money management firm in 1986 and in 1989 founded his own firm. Thus, Dave has been ''live'' on the firing line and trading for a living for more than two decades.

At the present time, Mr. Moenning's firm manages assets for more than one thousand individuals. Dave emphasizes a flexible management style (known commonly as an Absolute Return strategy) and focuses on a risk managed approach to the markets. In addition, his proprietary TopStocks Strategy focuses on the top ranked stocks in terms of earnings strength and company performance in the top performing industry groups.

His firm's management philosophy is based on two overriding principles. While there are never any guarantees in investing, our first goal is to ''own the best and ignore the rest'' in terms of stock selection and asset class allocation. In short, we strive to keep our portfolios focused squarely on the market's leadership.

Dave began writing ''State of the Markets'' in the late 1990's. What began as a private weekly journal aimed at identifying the market's ''big-picture,'' has evolved into an acclaimed daily report focusing on the keys to both short-term and long-term market movements. ''Daily State'' developed a life of its own and now comprises a key element of the ETF Channel Flexible Growth Investment Portfolio subscription service, which our subscribers receive daily ahead of the market open.

Dave's work has been featured on Seeking Alpha, TraderPlanet, iStockAnalyst, MarketWatch, Zacks, StreetInsider, TheStreet.com, InsideFutures, MarketFN, and many other media outlets.

Dave resides with his wife of 30 years, 3 children, and 2 dogs in Evergreen, Colorado and is an avid (some might say, obsessed) skier.

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