MORE THEN MEETS THE EYE
PORTFOLIO STRATEGIES FOR AN EVER CHANGING WORLD
DUAL ACCELERATING MOMENTUM ALGORITHM
CORE STRATEGY
Each portfolio strategies answer to a proprietary Dual Accelerating Momentum Algorithm that calculates daily momentum scores of all asset classes that make the allocation. It rebalances portfolios monthly to the asset class with the highest score whether it is domestic or international equity or fixed income and cash equivalent.
CORE STRATEGY
DOMESTIC EQUITY
Occurrence :
momentum favors domestic equity
Positioning :
Assets are allocated to a diversified portfolio of domestic stocks.
INTERNATIONAL EQUITY
Occurrence :
momentum favors international equity
Positioning :
Assets are allocated to a diversified portfolio of international stocks.
CASH AND EQUIVALENT
Occurrence :
Negative momentum in all asset classes
Positioning :
Assets are allocated to a diversified portfolio of domestic stocks.
DOMESTIC EQUITY
Occurrence :
Negative momentum for equities and positive momentum for fixed income
Positioning :
Assets are allocated to a diversified portfolio of treasuries and unconstrained bonds
Three Portfolio constructions to meet your investor style
Each portfolio has a percentage of participation in the CORE STRATEGY that is guided by the Dual Accelerating Momentum Algorithm. The moderate and conservative portfolio will always maintain a portion in a adaptive fixed income strategy.