Investment and Trading Strategy
This is a generalized strategy which is then fined tuned to the client’s specific and unique Investment Objective, Risk, and Time Horizon:
- Build an Asset Allocated and Diversified Portfolio of 25 – 40 positions;
Include Large, Mid and Small Capitalization securities.
Allocate smaller resources to Mid and Small Cap.
Selection is determined by Risk/Reward factors.
- Pool from which we will choose these securities will be:
Dow 30
S&P 100
S&P 500
S&P Mid Cap 400
S&P Small Cap 600
Developed International
Emerging Markets
Fixed Income
Alternative Investments
Other indices will be considered
- Allocate to Favorable Sector and Industries groups.
Overweight Favorable sector/industry groups;
Underweight or Eliminate weightings of Unfavorable/Underperforming sector/industry groups.
- Include Growth and Value Securities. Consider Factor Investing where appropriate.
- Initiate security positions that are Leading and/or Trending-Higher and/or have Positive Outlooks.
- Allocations to Fixed Income Securities are used to comply with the Portfolio’s Investment Objective and Goals and/or for Defensive or Tactical reasons.
- Alternative Securities are used where and when appropriate for defensive or tactical reasons.
No strategy assures success or protects against loss.
Past performance is no guarantee of future returns.