3D Bull & Bear

A tactical S&P 500 strategy that combines the success of 3D Capital’s long-side alpha and short-side alpha. Using state-of-the-art pattern recognition trading rules, 3D Bull & Bear seeks profit from rallies and declines in the S&P 500.

This is an actively managed investment strategy using decades of data from multiple global markets to identify and profit from times when the S&P 500 index is overvalued or undervalued.

Launch Date: March 2023 

Open an Account with SGT.

With investment, your capital is at risk.

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Program details by trademakers

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Minimum Investment

$5,000

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Minimum Investment

Invest from $5,000 and upwards in increments of just $5,000.

Typically investing in programs designed by professional and active managers requires a much larger investment, but trademakers’ private clients can enjoy similar terms and conditions as our large, institutional investors.

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Default Leverage

None

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Default Leverage

The potential high level of volatility in Alternative Programs or strategies alike. Market makes the use of leverage risky and can potentially be harmful to an investment portfolio, which is why risk management is of the highest importance to program managers.

However, the future market is an old investment derivative where professional managers manage to blend the investment strategy with tight risk management. The evolving of volatility in this market can potentially change the leverage of the program from time to time, so the program is adjusted to remain in line with prevailing market conditions.

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Strategy Currency

USD

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Strategy Currency

3D Bull/Bear uses US Dollars as the base currency for all investments in this program. This standardisation of base currency is to ensure that all investors are all treated equally in terms of performance calculations, irrespective of which currency is used to fund the trading account with a broker.

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Swiss

Regulated

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Swiss Regulated

The program manager may be an independent or a third-party asset manager; however, the advisory service for all investment programs is regulated via PolyReg under FINMA in Switzerland.

Investing in Alternatives can generate significant returns, but is often considered a high-risk investment.

That’s why we recommend allocating no more than 10% to 20% of your portfolio to this asset class.

This is especially important given that these can be leverage products (see Terms & Conditions of the strategy).

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Track Record

March 2023

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Risk Level 5

High Risk

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Risk Level: 5 - High Risk

These programs are suitable for investors who are aiming for high potential returns and are willing to accept high levels of risk to achieve these goals.

You accept that investing in these programs may result in the value of your investments fluctuating significantly over very short periods of time, and you could lose a significant proportion of the funds you have invested.

View our Investment Risk Scale

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Lock In

Monthly

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Lock In: Monthly

Money can be transferred out of this program once a month. However, for the sake of clarity, all requests to transfer money out of the program, or into it, are processed at the end of each calendar month.

For example, if you request a withdrawal from this program on the 15th of the month, your funds will be withdrawn at the end of the month and will then be available in your trading account within no more than one week from the start of the subsequent month.

Program Performance

Performance is based on third party account reporting.

Monthly Performance

The chart above is based on monthly gross performance since 2023.

Annual Gross Performance

The chart above is based on compounded annual gross performance since 2013.

Key Statistics

*Past performance should not be construed as an indicator of future performance.

Terms & Conditions

3D Bull & Bear

Account Opening
FREE
FREE
Performance Fee
15%

High water marks, monthly

15%
Management Fee
1.25%
1.25%

How to Invest

trademakers sources, qualifies and provides risk management oversight on all investment programs and their managers, while our custodian and execution partner SGT provides the technology, client on-boarding and trading infrastructure.

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Step 1

When you invest in a trademakers program, the first step is to open an account with SGT Markets.

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Step 2

When your account with SGT has been approved, we will send you an Investment Agreement which you will need to sign and return to SGT to complete your account set up.

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Step 3

Now your account has been opened, you simply need to deposit sufficient funds to cover your investment in any selected trademakers investment programme.

The Strategy

3D Bull & Bear

Alpha in the S&P 500

Using 3D Capital's state-of-the-art pattern recognition trading rules, 3D Bull/Bear seeks to profit from rallies and declines in the S&P 500.

3D Bull & Bear's goal is to seek profit from identifying and capitalising on S&P 500 rallies and declines.

To stay ahead of the markets, 3D’s trading rules and S&P 500 programs have been continuously refined over the past 15 years by combining the success of our long-side alpha and short-side alpha S&P 500 programs into one investment strategy.

Ask yourself a simple question: Do you own a single portfolio investment that makes money when the stock market declines? 3D Bull & Bear was created to do just that: protect investors from declines in the U.S. stock market.

The stock market doesn’t move in only one direction. It goes up, and down, and the downward moves are where the losses occur. 3D Bull & Bear was designed specifically to help investors preserve and accumulate wealth no matter how the stock market performs. In both Bull and Bear markets, 3D works to deliver alpha for all its investors.

Is 3D Bull & Bear right for me?

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Who is it for?

Hedge Funds and Alternative investment programs normally have a higher risk than traditional mutual funds, which only makes them suitable for investors willing to take a higher risks in their portfolio Diversification.

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What do we invest in?

3D Bull/Bear seeks to profit identifying and capitalising on rallies and declines in the S&P 500.

What do I need to do?

Apply for an Account with SGT, our partner custodian. And as soon as you have been approved and have funded your account with sufficient funds to cover your investment choices, your account will then be ready to invest into the programs you choose to invest in.

Open an Account with SGT.

Is Investing for you?

Find out with our free program newsletters, and get instant access to:

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Historical performance since launch

Stay up to date on each investment program's performance to date, max drawdown, and performance insights.

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Detailed weekly performance

Stay up-to-date on how each investment strategy is performing by signing up for program newsletter updates.

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In-depth fractionalised investment market insights

Stay informed with in-depth market insights into the fractionalised investment market from program strategists.

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Register to stay updated on program performance and gain access to all the data.

Why choose trademakers?

Professional risk management

All investment strategies are overseen by the Risk Management team at JP Fund Services SA, which has been conducting Risk Management investment services since 2007.

Institutional-grade investments

Invest like a pro on the same conditions as the big financial institutions but without the hefty minimum investment. trademakers makes investing in professional strategies easy and at far lower entry levels than traditional investments.

Regulated security of your funds

Your money is held by our preferred regulated custodian SGT. You simply give us permission to place your funds into your selected programmes, but not to transfer or withdraw any of your money.

3D Bull & Bear

Your Strategists

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Eric Dugan

Founder & Chief Investment Officer

Eric’s focus is on managing risk. He has proven throughout his 30-year career that actively managing the downside can provide clients with more upside.

His skills were developed under the tutelage of legendary hedge fund manager Monroe Trout, who is featured in the book ‘The New Market Wizards’ and was well known for managing risk with quantitative analysis and pattern recognition backed by statistical analysis.

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Tom O’Donnell

Chief Operating Officer

Tom is a former institutional investor and pioneer in alternative investments with over 30 years' experience in helping investors mitigate risk and enhance their returns.

Throughout his career he has focused on identifying great investment firms across traditional and alternative investments, with the goal of constructing portfolios that generate excess returns across market cycles.

Sit back and let the experts trade for you.

Open an Account with SGT.