Comprehensive Planning

With a qualifying account balance, you can work individually with the investment team to structure a custom hedge (usually in the options markets) to protect gains or minimize excessive downside volatility in individual stock holdings or for a portfolio.

Strategy Objective – The primary objective of F.I.X. is to provide investors with a stable income stream while managing risk associated with interest rates fluctuations, inflation, and credit quality. The fund aims to achieve this by constructing a diversified portfolio of ETF’s and mutual funds that hold a mix of corporate, government, and asset backed/mortgage-securities, strategically balanced across different regions and sectors to enhance resilience.

Investment Approach – The fund will employ a dynamic duration management strategy, adjusting the average portfolio duration based on interest rate forecasts and macroeconomic trends. To addressee interest rate risk, the fund will actively monitor yield curve movements and allocate tactically between short-, intermediate-, and long-term securities. Regional diversification will be achieved by investing across a spectrum of global markets, emphasizing stable economies and yield differentials. In anticipation of inflation, the fund will incorporate inflation-linked securities and sector exposures that historically perform well during inflationary period. Rigorous credit analysis will guide the selection of corporate bonds, government debt, and mortgage backed securities to maintain a balance between income generation and credit risk.

Strategy Objective – This strategy holds ETF’s of that represent the 11 sectors that comprise the American company represented by the flagship S&P 500 stock index. Depending on the prevailing macro environment and current business cycle stage, certain sectors will be ‘rotating’ into favor offering outperformance while others will be ‘rotating’ out of favor showing underperformance. This strategy aims to reduce volatility compared to the benchmark S&P 500 while offering the opportunity for outperformance to the S&P 500.

Investment Approach – This portfolio is also ideal for more risk-averse investors who are uncomfortable with individual company risk and prefer to hold a basket of stocks in a particular sector. This portfolio is also attractive to investors with smallers accounts as we will hold at most 12 ETF’s. This portfolio will be reweighted approximately 5 times per year to reflect the underlying economic and market conditions. All securities pay a dividend so there will be reasonable yield. This portfolio can also raise cash or deploy hedges in periods of elevated volatility or out right bearmarkets.

Strategy Objective – ‘S.I.G.’ aims to be more diversified by including companies across the 11 sectors that make up the American economy. S.I.G. has a dual mandate ‘growth’ via share price appreciation, and ‘income’ from a reasonable dividend. As a whole the dividend yield should exceed that of the S&P 500 dividend, but with a portfolio beta (volatility metric) less than the S&P 500. We believe that of the 500 companies in the S&P 500, approximately 450 of them have no business being in our investor’s portfolios. By selecting the leading companies in each sector, our benchmark that we aim to exceed is the S&P 500.

Investment Approach – We screen for companies that are industry leaders that project steady or increasing revenue growth, strong free cash flow figures, high returns on invested capital, or reasonable valuations compared to projected revenue and earnings growth. All companies in S.I.G. must pay a dividend, but we do not invest in companies with the highest dividend yields as they often will come with a compromised or deteriorating fundamental position. Portfolio turnover is less frequent compared to the other two equity portfolios so tax efficiency is also a priority here. But again, with all models here at Inside Edge, we do manage the portfolio ‘at the margin’ and will become defensive in periods of heightened volatility and highly defensive in sustained bear markets.

Strategy Objective – Seeks to achieve rapid capital appreciation via highly active management of equities, derivatives, and ETFs. ‘Active Opps’ is unconstrained, will engage in frequent trading (several times per week), and will not operate with tax efficiency in mind.

Investment Approach – We utilize a ‘bottoms-up’ process of quantitative, technical, fundamental, and global macro analysis to find assets in strong trends with increased earnings potential offering opportunities for outsized capital appreciation. This approach will also deploy option hedges in uncertain market conditions, and if conditions deteriorate enough, could be potentially be net short the market. This portfolio can be tracked through a 3rd-party company – details here

Strategy Objective – ‘T.A.G.’ will hold companies that are on the cutting edge of their respective sector and industries via innovation, earnings growth, strong management, established or emerging technical trends that are set to outperform current market conditions. T.A.G.’s objective is to compete with the Nasdaq 100 by holding the leading innovative companies leading the current technology evolution into artificial intelligence. However, in elevated volatility environments or outright bear markets, this strategy can become defensive.

Investment Approach – This model utilizes a top-down approach of assessing the global macro landscape, the technical condition of the US stock indexes, sector rotation analysis, and then individual fundamental and technical screening of candidate companies for inclusion in the portfolio. Like all of our investment models, this portfolio can become defensive in uncertain times and raise cash or include inverse ETFs as hedges against bear markets.