Invest
Investing
Best Practices
1. Cost Efficiency
- Products, trades & our own fees
2. Diversification & Liquidity
- Global & Asset Class level
3. Cash Flows
- Rates on cash, coupons, interest & dividends
4. Compounding
- Allow cash flows to build over time
5. Taxes
- Portfolio structuring, securities used & time factors
6. Time
- Keep you invested
7. Psychology
- Help instill discipline to keep all above on track
Portfolio Highlights
PORTFOLIO 1 - GLOBAL EQUITY
Wealth Generation
Portfolio 1 is our most basic structure, consisting of a globally diversified equity portfolio with our opportunistic Dynamic Hedge Strategy (DHS). The goal is to capture the majority of market upside appreciation while mitigating downside risk. The portfolio is also designed to handle Bear Markets should the business cycle turn negative, thus providing an All-Weather investment approach. The other portfolios, detailed below, further build upon this structure.
- Upside capture & downside risk managed portfolio.
- Hedge Program applied during opportune
times.
- A Core / Satellite structure that benefits from both
passive
& active
styles.
- Sector Rotation strategy.
- US, European, Asian equity ETFs & individual stocks.
- A unique LEAPS options program for capital efficiency to keep Dry Powder.
- Various "Alpha Generators" for out-performance.
PORTFOLIO 2 - EQUITY & FIXED INCOME
Stability & Income Addition
Customized to fit your personal profile, this scalable portfolio expands into Fixed Income, overlaid with the Equity Portfolio within Portfolio 1 and increases its diversification characteristics. The result is a tactically hedged equity portfolio with a fixed income cash flow & stability anchor.
- Overlay Fixed Income with Equity (Portfolio 1).
- ETF focused for cost efficiency.
- Global Government, Investment Grade Corporate & High Yield.
- Real Estate (REIT).
- Preferred Stocks.
- Master Limited Partnerships.
PORTFOLIO 3 - GLOBAL MACRO STRATEGY
Diversified Opportunistic Overlay
This is our Base Case portfolio. Global Macro is an investing style with a view that "the world is your oyster" and is one of the largest investment universes around. We look for major trends and inflection points within this universe as the economic cycle and capital flows shift in our ever-changing world. This is a highly diversified portfolio combining equity, fixed income, real estate, commodities and currency designed to provide counterbalance and volatility smoothing.
- Additional diversification added to Equity & Fixed Income (Portfolios 1 & 2).
- Commodities - Energy, Gold, Copper & Others.
- Currencies - G7 & High Yield.
- Emerging Markets - ETF & individual companies.
DYNAMIC HEDGE STRATEGY (DHS)
Within all portfolios detailed above, a twelve step “risk thermostat” proprietary program modulates as the equity market bull/bear cycle progresses and hedges when most advantageous. As the economic tides shift, we transition holdings to capitalize on both Bull and Bear environments, thus providing a worry free, all-weather solution for the long-term.
Some of the various inputs are: yield curve slope, volatility curve, investor sentiment, price momentum, market internals and more.
You can choose a DHS participation rate to hedge either 50% or 100% of your equity risk upon signals or simply opt-out. More on
DHS.
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