Use individually or Mix-and-Match our 4 Absolute Return portfolios for customized performance and lowered risk.  Tax advantaged versions of these portfolios are also available for higher minimums.

Use individually or Mix-and-Match our 4 Absolute Return portfolios for customized performance and lowered risk.  Tax advantaged versions of these portfolios are also available for higher minimums.

    Portfolios

The Absolute Return Portfolios are designed to suit investors with varying financial goals and risk tolerance.  A custom blend of these portfolios can be tailored to our customers' specific asset growth and risk tolerance goals.

The Dynamic Macro Long Only ETF Portfolio seeks long-only opportunities across all major liquid asset classes (domestic and international equities and sectors, bonds, commodities, precious metals, and currencies) using only ETF’s (Exchange Traded Funds).  The portfolio uses proprietary trend forecasting models combined with a global macro-economic perspective to select and dynamically align investments with intermediate-term trends and diversify intelligently to lower volatility.  There is no use of leverage in this portfolio.

The Dynamic Macro Long-Short ETF Portfolio seeks both long and inverse directional opportunities across all major liquid asset classes (domestic and international equities and sectors, bonds, commodities, precious metals, and currencies) using only ETF’s (Exchange Traded Funds).  The portfolio uses proprietary trend forecasting models combined with a global macro-economic perspective to select and dynamically align investments with short-to-intermediate-term trends and diversify intelligently to both harness market volatility as well as lower portfolio volatility.  The portfolio may use leverage (up to 200%).

The Market Trend Portfolio balances bullish and bearish equity positions based on sector relative strength and the proprietary TrendFlex system. The portfolio uses a selection of multiple intermediate-term technical trend-following strategies with proprietary tuning, chosen carefully to reflect the type of market, i.e. trending versus sideways. The portfolio may use leverage (up to 150%).

The Absolute Income Portfolio consists of a long-side and occasionally inverse bond ETF strategy which uses dynamic intermediate-term trend alignment with all key Bond types, a covered call option strategy using upward or sideways trending underlying assets/investments, and a tactical dividend capture strategy.  Each of these strategies is made unique by the use of our proprietary trend-forecasting, macro, and trend-following models discussed above.  There is no use of leverage.

 
Contact us for a no-cost assessment of your current portfolio and to learn how our Absolute Return solution can help you reach your financial goals