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| Our process, called Dynamic Asset Allocation (DAA), follows a tactical strategy that uses indicators and metrics based upon current market conditions to guage when the market is on offense or defense and how best to deploy assets or raise cash.
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Our Process
We try to preserve our client's capital while squeezing a good return out of what the markets have to offer. We believe that superior long-term performance is as much a function of avoiding significant losses as it is of having the highest return.
While Dynamic Asset Allocation attempts to preserve capital, it is neither “Bearish” nor “Bullish”; it is Opportunistic, striving to take advantage of the best the stock market has to offer at any given time.
We do not attempt to forecast the market or depend on a "thesis". We go with what the price movements of the market tell us that real investors are doing with their money.
Portfolio Management Using Dynamic Asset Allocation
What are the market conditions (Offense or Defense)?
What industry sectors are best positioned?
What stocks are strongest within their sector?
Confirm the fundamentals.
Monitor positions for optimal reward/risk.
Apply Constant Portfolio Management Techniques To Determine:
What To Buy
When To Buy
What To Sell
When To Sell
How Much To Buy or Sell
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