The portfolio utilizes TWO proprietary economic models to determine the phase of an economic cycle, and the projected economic growth of different countries and regions. Further, the portfolio will consist of FOUR different investment classes, with an optional “Trading” overlay.
This portfolio is designed to respond to regional and global economic conditions, and allocate assets accordingly, based on the economic conditions of their respective countries and regions. The weighting will be based on the models ranking of projected economic growth of each relative country and region.
When the proprietary models determine that the economy of a country or region, or global economy in general, will not produce growth, the relative ETF(s) will be sold and moved to the CASH asset class. If the models determine the global economy is in a contractive phase, the portfolio manager reserves the right to sell all assets. All assets may be sold and moved into the CASH asset class.
Maximum capital gain may NOT be the primary objective of the portfolio, as risk-management through asset allocation and security selection is an integral part of the investment methodology. Tax efficiency is NOT the primary objective of the portfolio, although steps may be taken as appropriate to reduce taxable distributions and offset taxable gains if possible or as directed by specific direction of the client.
Diversification does not ensure a profit or guarantee against a loss. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. There is no guarantee the portfolio will meet its objectives. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
