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 Fixed Income Portfolio Update
The fixed income markets have been selling off the past couple days – which is a reversal in the trend of investors just continually dumping money into bonds while simultaneously selling out of equities. Just this past week, the BarCap US Aggregate Bond Index has fallen 0.92% and yields on US Treasuries have rose substantially. While we are not taking a longer term stance on the demand for fixed income securities, in the short term, this is what we expected to see happen since there has been an unsustainable run up over the past two months in bonds. We fully expect a further return to normalized returns within the BarCap Index and the Fixed Income Model is structured to relatively take advantage of a continued pull back in these markets.
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 .