Allocation Strategies
- AggressiveLong term growth investment objective. 70% traditional equities, 30% total return growth.
- Moderate AggressiveLong term growth investment objective. 56% traditional equities, 24% total return growth, 20% income.
- ModerateThe Moderate is the flagship allocation strategy, utilizing some components of all sub-models. It is invested 36% traditional equities, 24% total return growth, and 40% Income 50.
- Moderate ConservativeThe second most popular allocation strategy. It is invested 24% traditional equities, 16% total return growth, and 60% Income 50.
- Conservative This allocation is invested 10% traditional equities, 10% total return growth, and 80% Income 50.
- Income 50Income 50 uses two underlying models to invest in income ETFs with a total return objective. It is slightly more aggressive than the Income 70.
- Income 30Income 50 uses two underlying models to invest in income ETFs with a total return objective. It is slightly more conservative than the Income 50.
Individual Strategies
- Large CapA quantitatively managed, low turnover portfolio of individual equities. Holds up to 20 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
- Mid CapA quantitatively managed, low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
- Small CapA quantitatively managed, low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
- InternationalA quantitatively managed, low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size.
- Market RotationA tactical allocation portfolio of exchange traded funds (ETFs).
- FF 2.0FF2.0 is an aggressive, market neutral portfolio of ETF's. It is designed to capitalize on both up and down moves in broad US stock markets.