What is in the model portfolio?
A dynamic best 10 stock model portfolio chosen from the S&P 100 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 the macro/market risk outlook.
Investment strategy?
Vertically integrated data-driven structured investment process to deliver risk-managed outperformance within the model portfolio parameters.
What are the investment expectations?
Sustainable long-term above-market performance with managed volatility and downside protection.
Why this model portfolio?
- Moderate diversification potential
- High-risk management
- Low turnover
- High liquid holdings
- Better than market returns over the long term
- Benchmark S&P 200
Historical model performance
Performance analysis excludes dividends and transaction costs.