Defense in this case is not related to the "Defense Industry" but rather "defensive" in regards to portfolio investment strategy with the goal of capital preservation.
Defensive diversified supplemental portfolio for periods of uncertainty and/or when equity markets are deemed to be overvalued and likely to decline for a protracted period. Could be used as core holding for investors with extreme risk aversion however this is not intended purpose. Overweighted allocation to Consumer Staples. Normal allocation is 40-55% Equity (90% + Domestic) and 60-45% Fixed Income. Fixed Income allocation is adjusted from time to time depending on CIO's assessment of interest rate risk. Utilizes some exposure to 20 year Treasury ETF that outperforms during periods of interest rate declines that sometimes occur during equity market declines. Can move to as much as 80% short term tactical Fixed Income allocation using 7-10 year Treasury ETF. Standard Deviation targeted at 20-40% of S&P500. Target Beta of less than 0.30 compared to S&P500.
Past performance does not predict future performance. All investments are subject to risk and future performance is uncertain.
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