Performance Investment Management
MarketTrak High Yield Account

The MarketTrak High Yield account is ideal for an investor desiring a stable income coupled with Stock Market upside potential. The income produced by the yield component reduces the loss of a downside move in the Market. At the same time, the Stock Market component allows participation in the gains realized on a Market up move.

This account is also ideal for a retirement account where the exposure to stock market tracking is limited to a fixed amount of investment.

MarketTrak Leveraged Account

The MarketTrakLeveraged Account employs the same basic strategy as the High Yield Account but with an important difference. In this account, more leverage is employed to increase the returns of the component that tracks the Market.

As seen below, by using this leverage, some additional risk is assumed for potentially greater returns.

Past performance does not guarantee future returns. The graphs depicted here are demonstrating particular investment strategies. Actual results will depend on the interest rate obtained for the yield component, amount of premiums received on the derivative and other market factors. This strategy may not be suitable for all investors. Suitability depends on the investor's goals, objectives, risk tolerance, asset allocation, financial depth and time horizon.