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 4th Equity Portfolio Update
After the 3rd Quarter closed with substantial market losses, the start of the 4th quarter continued on the same downward path as the SP500 lost 2.85%.
The FolioMetrix Equity Portfolio Model has a current cash allocation of 25% and a beta of 0.50 If markets continue to weaken, our cash allocation strategy, FolioGuard, will trigger increased cash allocations.
Of note, the portfolio is substantially under-weighted in financials as the global pressures beginning with the Greek debt crisis are causing a head wind for this sector.
Additionally, the Opportunistic segment of the portfolio (the segment that will not move to cash) has become extremely defensive and now has some exposure in long-short disciplines.
FolioMetrix will continue to be very flexible and hedge toward safety while looking for upside opportunities as they arise.
This article, written by Greg Rutherford, Chief Investment Officer, was originally published at FolioMetrix LLC .