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 [...]
Fixed Income Portfolio Update
The recent pull back in the equity markets has caused a large amount of dollars to be shifted into US based fixed income markets and US Treasuries in general. These inflows has caused the returns for indices, such as the BarCap US Aggregate Bond (the BarCap), to sky rocket. The lower volatility fixed income indices have actually seen annualized returns just under 30% over the past month and a half! This is in no means indicative of how we would expect these fixed income indices to perform and fully expect them to come back in line with more normalized return numbers over the next few months.
The Fixed Income Model has been positioned for some time now out of Treasuries and has not captured the gains that the index, the BarCap, has over the months of July and August 2011. The Fixed Income Model is designed to provide returns relative to the BarCap while being about 30%-50% as volatile. As these markets return to normal it should prove to be beneficial to have stayed out of these overzealous moves back into Treasuries, which have dipped to lows of about 2.10% yield on the 10-Year Note.
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 .