HOW MOST
dEAL With RISK
1.TIME
RIDING OUT STORM
2.DIVERSIFICATION
mostly BONDS
hALLMARKS OF INVESTING
WE EMBRACE BUT A problem…
This leaves you exposed!
The numbers you need to know
-40%
Bear Market Average
4 Years
Time to Breakeven of average Bear Market
60/40
2009: Took 3 years to breakeven with typical 60% stock/40% bond diversified portfolio
1%
Possible Bond efficacy loss due to low interest rates & high inflation
1. ASSET ALLOCATION
Most advisors stop here.
Using our "Investing Best Practices" we will build a globally diversified portfolio designed to:
- Reach your goals
- Within your risk tolerance and
- Time frame
Then the
hard work
begins...
2. HEDGE STRATEGY
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.
- Call writes are used as a first layer of hedging after parabolic moves
- S&P Puts are then added during waning momentum
- Lastly other long term tactics employed should a bear market develop
Convert Problem of Drawdowns
Into Opportunity
