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 [...]
October 12th Equity Portfolio Update
The FolioMetrix Equity Portfolio Model has decreased its cash allocation from 25% back to 4% due to our cash allocation strategy, FolioGuard, triggering the move back into equities.
The Portfolio continues to be defensive with the beta now at 0.67. This action should not be construed as bullish as we could see a reversal of technical data that may result in a return to cash at a heightened level if the market data again deteriorates. We continue to monitor conditions closely and maintain the flexibility to add protective measures as necessary.
Quarterly earnings data has started to arrive and will provide an indication of corporate health, but company outlook will be the information that the markets seek to determine what direction is the economy likely to move. Corporate outlook will start to paint a very insightful scenario of what is likely to come.
This article, written by Gregory Rutherford, Chief Investment Officer, was originally published at FolioMetrix LLC .