Investing doesn’t have to be overwhelming or time-consuming. Imagine this: instead of stressing over market trends or spending hours analyzing charts, you could have a set-it-and-forget-it system working for you 24/7. Sounds like a dream? It’s now a reality with automated investing.

At Surmount, we’re here to democratize investing by making automation accessible to everyone. Whether you’re just starting out or looking to scale your portfolio, here are five simple investment strategies you can automate today.

Why Automating Your Investments is a Game-Changer

Automation isn’t just for tech geeks—it’s a powerful tool for anyone who wants to grow their wealth while minimizing the stress of constant market monitoring. By automating your investment strategies, you can:

• Save Time: Free up your day for things that matter most.

• Remove Emotions: Stick to your plan without being swayed by market swings.

• Optimize Returns: Leverage proven strategies tailored to your financial goals.

With Surmount, you can automate your brokerage account with a few clicks, turning manual effort into seamless execution.

1. Dollar-Cost Averaging (DCA)

If you’ve ever heard the phrase “slow and steady wins the race,” this strategy is the perfect example. Dollar-Cost Averaging involves investing a fixed amount of money at regular intervals, regardless of market conditions.

• Why it works: It reduces the risk of mistiming the market and ensures you’re always building your portfolio.

• How to automate it: Set up an automated DCA strategy on Surmount to invest in your favorite ETFs or stocks at a frequency that suits your budget.

2. Sector Rotation

Ever notice that some sectors, like technology or energy, tend to outperform during certain economic cycles? Sector rotation takes advantage of these trends by shifting investments into high-performing industries.

• Why it works: It aligns your portfolio with market momentum, potentially boosting returns.

• How to automate it: Surmount’s platform enables you to rotate between sectors automatically based on pre-set rules, removing the guesswork.

3. Portfolio Rebalancing

Over time, your portfolio can drift away from its intended allocation due to market fluctuations. Regular rebalancing ensures you stay aligned with your risk tolerance and goals.

• Why it works: It helps you maintain diversification and avoid overexposure to a single asset class.

• How to automate it: With Surmount, you can set up automated rebalancing, so your portfolio adjusts itself without manual intervention.

4. Trend Following

Trend following is all about riding the waves of market movements. By identifying and investing in assets with upward momentum, this strategy allows you to capitalize on market trends.

• Why it works: It removes the need for deep market analysis while still capturing potential gains.

• How to automate it: Surmount offers pre-configured trend-following strategies that you can activate with ease.

5. High-Dividend Stock Investing

Love the idea of earning passive income? High-dividend stocks offer regular payouts while also providing potential capital appreciation.

• Why it works: You earn while you invest, making it ideal for those seeking consistent cash flow.

• How to automate it: Use Surmount to build a dividend-focused portfolio and automate reinvestment for compounding growth.

Choose From a Library of Expert-Created Investment Strategies

Not sure where to start? Surmount has you covered with a library of investment strategies crafted by top experts. From beginner-friendly options to advanced techniques, you’ll find strategies tailored to various risk levels, goals, and market conditions.

Here’s what makes our strategy library unique:

• Diverse Options: Access everything from conservative approaches to high-growth opportunities.

• Proven Expertise: Strategies are created and tested by seasoned investors and professionals.

• Transparency: Each strategy comes with historical performance data and detailed explanations, so you know exactly what you’re getting into.

With Surmount, you can browse, select, and automate strategies in minutes—no coding or financial wizardry required.

How to Start Automating Your Investments Today

Getting started with automation has never been easier. Follow these three steps to take your investments to the next level:

1. Sign Up: Create your account on Surmount in minutes.

2. Choose Your Strategy: Explore our strategy library or set up your custom rules.

3. Automate & Relax: Let Surmount do the heavy lifting while you focus on your life.

Final Thoughts

Investing doesn’t have to be intimidating or time-consuming. With the right tools, you can automate your portfolio and watch your wealth grow with minimal effort. Surmount is here to make that happen, offering cutting-edge automation and expert strategies that bridge the gap for investors of all experience levels.

Disclaimer: "The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. Consult with a financial adviser before making any investment decisions. Past performance does not guarantee future results."