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Program Details

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Strategic Synergy Investments, LLC 

Tactical Wolverine

Manager: Francisco Ramirez

Address: 424 Clifton Dr., Round Lake Park, IL, 60073, U.S.A.

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:CTA
Inception Date:Jul 5, 2012
AUM:N/A
QEP:No
Incentive Fee:20%
Annual Mgt Fee:2%
Min Investment:$10,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:-25.97%73.45%
Annual ROR:-22.72%60.33%
YTD:0.00%5.53%
1 Year:0.00%14.40%
Alpha:-1.81
Beta:0.04
Statistics Program S&P 500
Average Monthly Gain:5.57%2.29%
Average Monthly Loss:-7.25%-2.20%
Winning Months:611
Losing Months:83
Current DD:37.863.13
Max DD:37.863.13
Sharpe Ratio (RF 1%):-0.77
Annualized Std Dev:30.95

Methodology

Discretionary:75%
Systematic:25%

Strategy

StrategyMulti-Strategy
DirectionalLong / Short
Holding PeriodLong & Short Term
---------------------------
Counter Trend:5%
Option Spreads:60%
Technical Analysis:20%
Trend Following:15%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
2013-6.948.81-6.053.28-0.02-18.250.000.00-19.69
201219.12-10.47-3.492.20-5.67-7.10-7.82

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

Tactical Wolverine is primarily a discretionary trading system that uses butterfly option spreads to benefit from a market trading within an expected trading range. Futures contracts are also used periodically to supplement or to create a lower-delta position. Since this program is offered for accounts as low as $10,000 - micro/mini versions of futures contracts are frequently used for a more optimum position size. Very low delta ratio spreads are also used on a longer timeframe basis to try and benefit from a longer term sustained move while initially risking a relatively low amount.

Company Info

Strategic Synergy Investments, LLC - "SSI" was first registered with the Commodity Futures Trading Commission as a CTA on January 10, 2012. SSI became a Member of the National Futures Association on January 11, 2012. SSI was formed with the purpose of offering investors structured and disciplined trading programs. These programs were developed through the observation of other similar programs and through the experience of trading a proprietary account. It is the goal of SSI to deliver consistent and profitable results over extended periods of time.

Manager Info

Mr. Ramirez has been in the futures business since 1999 and has spent most of that time assisting self-directed traders and working with other CTAs. That experience allowed him to learn a lot about the tendencies of both successful and losing traders/strategies. He brings the ability to apply that experience and a disciplined approach to trading the futures markets in order to have the best chance of continued success.