Our Investment Strategy

We believe it is critical in the time we live in to take an active, data-driven approach to investing. The traditional “buy-and-hold” strategy is far more risky than most individuals realize. When the US market peaked in 1929, it did not reclaim that peak until 1954. So, yes, the market did come back, but most people cannot afford to wait 25 years for a market recovery. Likewise, Japan’s stock market peaked in the late 1980s and still today far below that all-time high. For that reason, relying on an idea that ‘the market always comes back’, is a risky approach. At Auxan, we utilize multiple levels of diversification. We use ETFs to diversify across many companies, we use Asset Allocation to diversify across different asset classes, and we even diversify our strategies by developing our own actively managed, data-driven models so that our performance is less dependent on any single investment philosophy.

Model Portfolios


Aggressive Growth Balanced Moderate


Sector Rotation


24% 21% 18%




24% 21% 18%


Technical Core


20% 18% 15%




8% 7% 6%




4% 4% 3%


Bond Mix


20% 30% 40%



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.