This actively managed portfolio invests in a combination of money market, fixed income, and equities, a balanced approach to investments. The portfolio manager seeks to achieve better risk-adjusted returns with lower volatility than the passively managed and commonly used “buy and hold” strategy. Our proven risk management strategy seeks to protect capital in bear markets and outperform the benchmark in bull markets. While our quantitative analysis indicates that risk is increasing and the likelihood of a downturn grows, the portfolio takes a more conservative approach by gradually reducing its exposure to risk. By the same token, when our quantitative analysis indicates that it is prudent to take on risk, the portfolio will gradually increase its allocation to risk seeking higher returns. The portfolio inception date is January 2020.
The portfolio manager seeks to outperform S&P500 Index by investing 100% of the assets in stocks in the S&P500 and Nasdaq Indexes. The portfolio is actively managed throughout the economic cycle and the positions in the portfolio are rotated in sync with the financial market expectations of economic growth, inflation, and the Federal Reserve’s monetary policy. At the time of increased risk, the portfolio manager can reduce risk by allocating capital to cash or money markets. Inversely, in a healthy and low inflationary economic environment, the portfolio manager may allocate 100% of assets to equities. The portfolio inception date is January 2022.