We use technical analysis for timing our buys and sells with fundamental analysis as confirmation.

Most importantly we emphasis asset allocation and a balanced portfolio.

Technical EXPERIENCE YOU CAN TRUST

Charttrader was founded by William Sergautis in Miami Florida in 2007. His 20+ years experience in the investment business started as a commodities futures broker in 1981. He learned the power of Technical Analysis trading commodities but soon moved into stocks, bonds and financial planning. As the assistant manager for Cardinal Capital and as Branch Manager of Brookstreet Securities in Aventura, William has seen thousands of accounts traded under various market conditions. He opened his advisory business with traders in mind. Emphasis on technical analysis; clients are guided into sophisticated strategies with diversification and balance always on the top his list of priorities.

BELOW IS OUR MODEL PORTFOLIO AVAILABLE TO CHARTTRADER CLIENTS

Using various mutual funds, the historical returns and standard deviations are clearly shown.

Model Returns * 10-Yr 5-Yr 3-Yr YTD 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 STD
Customized Portfolio 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Conservative 6.78 6.46 5.64 4.94 8.1 2.76 6.13 11.5 4.01 5.98 8.17 2.63 7.61 11.3 3.16
Moderately Conservative 8.16 7.78 7.66 6.8 10.7 4.23 8.14 16.1 0.36 4.03 7.99 5.97 10.3 14.7 4.90
Moderate 9.73 9.17 9.79 8.46 13.1 5.75 10.5 22.2 -4.17 1.78 7.36 10.4 13.5 19.0 7.81
Moderately Aggressive 10.8 10.2 11.8 10.8 16 7.4 12.3 26.7 -8.1 -0.6 5.93 15.4 17.1 21.2 10.4
Aggressive 12.2 11.1 13.9 13.5 17.9 10.0 13.9 32.0 -13.4 -4.6 4.21 24.9 22.3 23.3 14.2

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