May 2012 FMx Dynamic Equity ISM
Friday, May 4th, 2012
The FMx Dynamic Equity ISM seeks capital appreciation without regard to current income. The strategy primarily uses no-load institutional and exchange-traded funds. The portfolio is divided into 4 distinct segments. Each is designed to take advantage of those sectors and areas of the market that offer the best opportunities for good returns based on the [...]
Strategy Diversification
Wednesday, May 2nd, 2012
Our ten investment strategy models (ISMs), which are blended to create Optimized Portfolio Models (OPMs), provide the benefits of diversification through differing market conditions. The last year has been marked with uncertainty, and although the markets have moved upward, there have been very few periods of overly strong trends, either up or down. In fact, [...]
FMx Premier Asset Management Investment Strategy Model (ISM)
Wednesday, April 25th, 2012
The FMx Premier Asset Management Investment Strategy Model (ISM) identifies outstanding global investment managers who have a proven performance record of at least 5 years and a methodology for risk management. The month to date return is -1.09% versus -2.09% for its benchmark, the S&P Global BMI. The year to date return is 10.19 versus [...]
FMx Tax Managed OPMs
Monday, April 16th, 2012
The FMx Tax Managed Objective Portfolio Models have the objective of generating tax free income and tax managed appreciation over a long time horizon with differing degrees of portfolio risk. There are six portfolios including Aggressive, Moderately Aggressive, Moderate, Moderately Conservative, Conservative and Protective. The FMx Tax Managed Protective Model consists of approximately 90% fixed [...]
August 25th Equity Portfolio Update
As markets continue to seesaw back and forth, many are anticipating the Federal Reserve Chairman Ben Bernanke’s speech at the Fed’s annual symposium on Friday to indicate a possible QE3. There are mixed feelings on Wall Street as to whether the Fed will act at this time or take a wait and see stance. Warren Buffett’s announcement that Berkshire Hathaway will invest $5 billion in Bank of America to shore up the company in the same way he helped prop up Goldman Sachs during the financial crisis is giving the market a positive spin this morning.
As mentioned previously, we continue to monitor all holdings closely and maintain flexibility to adjust as necessary. In the event further market and economic indicators signal a move to cash, we remain ready to make that move. Our current cash allocation strategy, FolioGuard, is based upon varying technical indicators and economic data that provides objective indication when the equity portfolio should increase cash holdings. At this time, such conditions have not prevailed.
Be sure to stay tuned to FolioTalk and our FolioWatch email, and we will keep you informed on any new developments as we diligently monitor your portfolio’s position.
This article, written by FolioMetrix Team, was originally published at FolioMetrix .