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

Dynamic Allocation Engine (D.A.E.) is Inside Edge Capital’s sector rotation strategy — a streamlined portfolio of up to 12 sector ETFs designed to participate in the U.S. equity market through whichever sectors are leading the current cycle, while underweighting or avoiding the sectors rotating out of favor. The mandate is to reduce volatility relative to the S&P 500 while preserving the opportunity for outperformance over a full cycle.

D.A.E. is built specifically for investors who want active management of sector exposure without the complexity of holding 40+ individual stocks, who hold smaller accounts where individual-stock diversification is impractical, or who are simply uncomfortable with single-company risk and prefer the diversification of sector baskets. Every holding pays a dividend, so a reasonable income stream comes along with the strategy by construction.

D.A.E. is built on three principles:

• Alpha from sector positioning, not stock selection. The active bet is on which sectors to own — not which individual companies — based on the macro environment and current business cycle stage. This isolates a different source of active return from our other strategies, which makes D.A.E. a strong complement when paired with T.A.G. or S.I.G.
• Both cap-weighted and equal-weighted access. D.A.E. uses the SPDR cap-weighted sector ETFs (XLK, XLC, XLF, and so on) alongside the Invesco equal-weighted variants (RSPT, RSPC, RSPF). When a sector’s leadership is concentrated in a few mega-caps, cap-weighted exposure is the right vehicle. When participation is broadening across the sector, we tilt to equal-weighted to capture the full breadth of the move.
• Accessible by design. A maximum of 12 holdings keeps the strategy fully implementable for accounts of any size. Clients don’t need to scale up to access institutional-style sector rotation, and the lower position count translates directly into lower trading complexity and tighter operational risk.

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

Stable Equity Income (S.E.I.) is built for investors whose primary objective is capital preservation paired with a meaningful, sustainable income stream — a target portfolio yield of 5.0–6.0% — without reaching for yield in fundamentally unsound companies whose underlying share prices are in decline. S.E.I. is engineered as a credible alternative to a traditional fixed-income allocation, particularly for investors who experienced the painful drawdowns in the bond market during the 2022 rate-hiking cycle and are unwilling to relive that risk profile.

S.E.I. delivers income from a structurally different set of sources than a bond portfolio — high-quality dividend equities, covered-call strategies, real estate, and energy infrastructure — while still offering measured upside participation in the stock market. Clients are not asked to give up equity-like return potential in order to obtain bond-like income.

Investment Approach

S.E.I. uses the same disciplined top-down framework that runs through every Inside Edge model, with screening criteria specific to the income-with-preservation mandate:

1. Global macro assessment — interest rates, currencies, commodities, and geopolitics, with particular emphasis on the rate environment given the portfolio’s role as a bond alternative.
2. Technical condition of the major U.S. indexes — trend, breadth, and volatility regime.
3. Sector rotation and bucket weighting — adjusting the relative size of the four sleeves as market conditions evolve.
4. Bottom-up screening — dividend coverage and growth, balance-sheet quality, free cash flow durability, and an explicit screen against the “dividend trap” of high-yield names supported by deteriorating fundamentals or eroding share prices.

Portfolio turnover is moderate. Positions earn their place by paying — and continuing to pay — through cycles, but names that lose fundamental footing or break technical support are rotated without hesitation.

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.