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TOP 10 HEDGED PORTFOLIO

 

The TOP 10 HEDGED PORTFOLIO combines our Top 10 Portfolio (50%) with our Broad Market Indicator (BMI) hedging strategy (50%).

The Top 10 Portfolio is derived from our proprietary TIPS (Trend Identification Parameters) stock forecasting software. It is a separately managed portfolio of 10 stocks chosen from a universe of 600 to 700 large capitalization stocks, the majority of which are in the S&P 500. It is designed as an aggressive portfolio equally weighted across the ten S&P 500 sectors and is adjusted periodically (quarterly) based upon changes that occur in the micro and macro environment.

The top stock in each S&P sector is selected from the TIPs program based on their projected returns and then weighted equally in the portfolio. This portfolio highlights the strength of the TIPs program to identify trending stocks with the greatest opportunity for capital appreciation.  The goal is to outperform the S&P 500 by relying on stock selection for alpha.  This portion of the portfolio represents 50% of the overall portfolio.

The Broad Market Indicator (BMI) hedging strategy is based on Trend Dynamics’ proprietary market risk analysis.  The BMI is a multi-factor model which measures the overall trend of the equity markets. When our model demonstrates an UP trend in the equity markets, the hedging portion of the portfolio is invested in an S&P 500 ETF.  When the model demonstrates a DOWN trend, the portfolio may be invested in an inverse S&P 500 ETF or cash.  These alternative positions which represent 50% of the overall portfolio offer a hedge to the 10 stocks in the Top 10 portion of the portfolio.

Investors who would like to learn more about the Top 10 Hedged Portfolio can contact Trend Dynamics directly to receive more information, including portfolio performance.  This portfolio is designed for portfolios with a minimum of $500,000. 

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Disclosure
The Trend Dynamics Top 10 Sector Stocks Hedged Portfolio reflects the same underlying disciplines and methods employed in the Trend Dynamics Large Core Portfolio. The construction uses the full capabilities of the Trend Dynamics proprietary TIPs stock forecasting program. Revaluation and forecasting changes are updated on a weekly basis. The selection of the 10 stocks in the Top 10 Sector Stocks Portfolio is intended to reflect the S&P 500 sector weightings and is readjusted quarterly in accordance with the weighting changes of the S&P 500. Portfolio management rules, including sell and replace disciplines, are implemented with stocks ranked in the upper quintile for performance. Replace and rebalance rules were implemented that could be replicated. No subjective input was required once the rules were in place. Historical returns were produced by applying the investment methods and disciplines as described. The performance reflects gross returns and may differ from an actual portfolio that may incur advisory expenses and brokerage fees. The S&P 500 Index is provided for comparison purposes only. This material has been prepared solely for informational purposes from data sources that are believed to be reliable, and is not to be taken as professional advice. There can be no assurance that your portfolio or positions can achieve the indicated performance and therefore, the sample performance information should not be relied upon. All information and data provided herein are subject to change without notice. As with all historical data, past performance is not indicative of future results. All investments involve risk including loss of principal.

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