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 [...]
Official Cash Position
As markets continue to show signs of weakness, our cash allocation process remains at the forefront of everyone’s mind. If markets continue their downward path, the portfolio will be moving to cash fairly soon. However, the drop in the markets have not confirmed a move to cash as of yet.
We have a process, based upon trends of diverse lengths, to confirm a movement to cash. Many times, big drops in the market are followed by large up ticks. We are not interested in timing the markets, and require more evidence before moving to cash. This approach has played out in our favor earlier this year already, namely regarding our response to the situation in Japan that has left our competitors sitting in cash for the rebound.
The posts of the portfolio that are in the market are already defensive, and have been for a while. Right now we are outperforming in the downside – which is what we would expect.
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 .