market research

As stated numerous times our strategy remains an outlier amongst a field of mass indexation. The below is an overview of our investment policy statement. Our portfolio construction strategy seeks to deploy it in a manner that seeks to avoid peak to trough declines of thirty percent or more; and if so seeks to capitalize on them if it occurs through proper weightings given the risk adjusted return of it in inflation adjusted unit values measured in real time based on the best available data. While adhering to the primary risk parameter just described; the portfolios deployment shall also seek to avoid annualized underperformance and satisfy at all times the liquidity constraints specified upon initial consultation. The portfolios we assist in creating seek a return objective to maximize annualized returns net of all costs over five year rolling periods without violating risk parameters determined in inceptive meetings upon subscription for services rendered. To facilitate ongoing evaluation of portfolio performance; quality reports continually detail the evolving returns and drawdowns of a diverse range of mutually agreed upon investable benchmarks on a consistent basis. The individualized benchmarks so tracked shall as a group comprise the broadest breadth of identifiable ecosystem of readily exploitable opportunities within reach and which a conscientious fiduciary can deploy capital. Reported draw downs are all but certain and within operational expectations and will reflect at a minimum the peak to trough decline it has undergone since the initial ratification to proceed with its inclusion in the portfolio; and a strategy on how to overcome its loss either through its removal or dollar cost averaging is the portfolio percentages permit its mobility to expand as such as well as aligned within a specific duration to continue to fund its resolution. These portfolio weightings and position sizing again are all dependents of the clients needs and risk tolerance.