- June 24, 2016
- Posted by: Parker Evans
- Categories: ETF, Factsheet, Financial Planning and Investment Blog, Investing in Gold, Portfolio Management, Stocks, Uncategorized, White Papers
On June 24, 2016, the first trading day after BREXIT, global stock markets plunged.
The S&P 500 lost nearly 4%.
But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.
Learn more. Download the factsheet and original whitepaper. Give us a call at (727) 744-3614 if you have any questions
The Select Directional (SD) Model Composite is a GIPS compliant carve-out composite. A carve-out represents a specific strategy within a portfolio with a broader strategic investment mandate. The total return calculation for the SD Model Composite is net of fees and includes a cash position, usually about 1%. The SDM is a rotational ETF strategy that rebalances assets monthly to the top 3 price performing assets in a universe consisting of all 9 Select Sector SPDRs, the SPDR Gold Shares, and the iShares Short Term Treasuries.
Past returns or simulated results are not indicative of future performance. While we took steps to mitigate hindsight bias when developing the SD Model, simulated performance was nonetheless performed on historical data. Reported performance subsequent to September 2012 is actual and not simulated. We believe the data provided by Portfolio 123 to be accurate; however, we can make no guarantee of past or future data reliability. The portfolio manager, in his sole discretion, may override model investment decisions when he deems it to be in the best interest of the client.