Our Investment Strategy
Model Portfolios |
|||||
Systems |
Aggressive | Growth | Balanced | Moderate |
Conservative |
Sector Rotation |
30% |
24% | 21% | 18% |
12% |
Calendar |
30% |
24% | 21% | 18% |
12% |
Technical Core |
25% |
20% | 18% | 15% |
10% |
Macroeconomic |
10% |
8% | 7% | 6% |
4% |
Volatility |
5% |
4% | 4% | 3% |
2% |
Bond Mix |
0% |
20% | 30% | 40% |
60% |
Model Portfolio Performance
Performance numbers presented are the actual returns after all fees and commissions on specific accounts. Results are updated periodically. See the Disclosures page for additional information. Year to date returns for 2015 are as of April 30th.
Model | 2015 YTD | 2014 | 2013 | 2012 | 2011 | 2010 |
Aggressive | 2.00% | 8.40% | 22.90% | 5.60% | -13.30% | 19.90% |
Balanced | 1.80% | 6.70% | 14.30% | 5.30% | -7.90% | 15.30% |
Moderate | 1.80% | 6.10% | 11.00% | 4.30% | -5.20% | 12.00% |
Conservative | 1.80% | 5.50% | 5.90% | 5.70% | -1.60% | 11.60% |
*Growth model does not have as much historical return data as the other models. However, the returns of the Growth model will almost always fall between the Aggressive and the Balanced models.
** Returns prior to 2012 were based on a single-strategy approach rather than a multi-strategy. We believe moving to a multi-strategy approach will improve diversification and make the returns more smooth.