Flexible Global Growth
Program Summary:
The portfolio consists entirely of Exchange Traded Funds with the overall objective being to “own the best and ignore the rest.”
Flexible Global Growth Management Strategy:
There are three primary tenets to the management strategy utilized for the Flexible Global Growth program:
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I. Utilize Multiple Investment Disciplines
II. Go Where the Growth Is
III. Manage Risk at All Times
Flexible Global Growth Goes Where the Growth Is
One constant in investing is leadership is always on the move. Thus, it is vital to employ a management strategy that can adapt to ever-changing environments. As the name of the program implies, the Flexible Global Growth program incorporates a truly flexible style that is able to invest in a broad spectrum of asset classes in search of performance.
Flexible Global Growth Utilizes Multiple Management Strategies
With markets of all kinds having become more closely correlated since 2008, simply diversifying across geographic regions or asset classes is not enough. For example, during the Credit Crisis nearly all asset classes struggled mightily. Thus, we believe it is important to incorporate diversification by investment strategy into the program.
The Flexible Global Growth program utilizes active risk management strategies for all positions in the portfolio including U.S. and Foreign stock markets, Currencies, Bonds, and Commodities.
The portfolio utilizes multiple investment approaches to the various markets. Below is the targeted allocations in the portfolio in terms of management strategies:
- 30% - Go Anywhere ETF Momentum Strategy
- 25% - Foreign Equity Markets (Regional and Country Leadership)
- 20% - US Stock Market (Long/Short/Neutral Strategy)
- 10% - Commodities
- 10% - Bonds
- 5% - Currencies
Flexible Global Growth Manages Risk at All Times
We believe strongly that risk management strategies should be part of every investor’s portfolio. We are confident that if given a choice, no investor would intentionally remain fully invested in any market during severe market declines.
Our approach to managing risk is designed to keep portfolios in tune with the market’s “big picture” cycles at all times. Thus, when markets are in a positive mode, we will focus on growth opportunities. And when our research indicates that the major market cycle has turned negative, we will change course and focus on managing market risk.
One of the keys to the program is that we apply a disciplined sell strategy to any and all positions in the portfolio. In short, if a position "breaks down" on a chart basis (Example: trendline, support, or trend smoothing violations), it is sold without question.
It’s Time To Invest Differently
From 1982 to 2000, the battle cry was buy-and-hold. But that was before the tech bubble burst in 2000 and before the credit crisis of 2008. In short, most agree that buy-and-hold was a strategy that worked well during the 18-year bull market. However, today’s landscape appears to be very different. Thus, we believe investors must have strategies that can keep up with the times.
If the severe market declines of 2000-02 and 2008 taught us anything, it is that managing risk is equally as important as maximizing growth. These tough times also made popular vehicles designed to profit during market declines. Therefore, with a flexible style and a broad array of investment tools available, we pledge to seek out opportunities for growth wherever and whenever they may occur.
Here's the link to the current Flexible Global Growth Brochure
