What is in the model portfolio?
A dynamic 15 stock model portfolio combining the best 5 stocks from the S&P 100 universe and the best 10 stocks from the S&P Small Cap & Micro Cap (above $100m market cap) universe. The model universe excludes IPO’s and Cap Raising. Bear market ETF may be used as a stock pick in certain parts of the cycle to manage high risk macro/market outlook. Cash holding in the model can vary from 0% to 50% depending on macro/market risk outlook.
Investment strategy?
Vertically integrated data driven structured investment process to deliver risk managed out-performance within the model portfolio parameters.
What are the investment expectations?
Sustainable long-term outperformance with managed volatility and downside protection.
Why this model portfolio?
• High diversification potential
• High-risk management
• Moderate turnover
• Moderate liquid holdings
• Better than market returns over the long term
• Benchmark S&P 300
Historical model performance
Performance analysis excludes dividends and transaction costs.