Iron Retirement

Trading Methodology

Each ETF is tracked with a long-term moving average which generates weekly trading signals. Should an ETF remain above its long-term moving average, a “Buy” signal is generated and purchases will be made 1/3 at a time until the holding is fully allocated. Should the ETF fall below its long-term moving average, a “Sell” signal is generated. When a “Sell” signal is generated, the entire position will be sold, and the proceeds will be placed into a money market fund or a similar interest-bearing investment. We reserve the right to modify the trading strategy based on current market conditions (Ex. COVID, Banking crisis of March 2023).