All Assets Model

  • Positive 2008 Return

  • Only one down year since 1980

  • Low Historical Volatility (Std Deviation)

 

CLICK HERE for a complimentary Model Fact-card.

GO ANYWHERE...AT ANY TIME

Why limit yourself to just stocks and bonds?

The All Asset Model seeks capital appreciation by holding positions in domestic & global equity, credit, commodity and interest rate markets.  The Model follows a data-driven “all asset” approach that combines top-down technical analysis with bottom-up fundamental analysis.

Process:

  1. Select from 15 investment indices ranging from stocks & bonds to currencies & commodities

  2. Select the top 5 indices based on exponential price momentum and relative strength index (RSI).

  3. Select Model holdings based on fundamental and technical analysis