Managing Asset Allocation
Asset allocation is the most influential factor in determining the variations in portfolio returns.1 Therefore, we actively manage our asset allocations to focus our portfolios on areas where we see the best opportunities for future returns.
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We believe blending strategic and tactical allocations will help investors realize better investment results than utilizing either approach independently. Our strategic approach takes a 3- to 5-year view of the markets and is a reflection of our medium-term expectations for the capital markets. Our tactical allocation is focused on identifying the near-term opportunities.
The graph shown is for illustrative purposes only. Performance data quoted represents past performance. Past performance is not a guarantee of future results. The indices represented do not bear transaction costs or management fees, and cannot be actually bought or sold. To the extent a shareholder pays sales charges, the performance shown would be less. All indices are unmanaged and investors can not invest directly in an index. For index definitions, see the Index Definitions section at the end of this document.
Stocks are represented by the S&P 500 Index. Bonds are represented by the Barclays U.S. Aggregate Bond Index. Alternatives are represented by an equally-weighted blend of the CBOE BuyWrite Index, FTSE Nareit All Equity REITs Index and the S&P GSCI Index.
Alternative or non-traditional investments are a key differentiator for Stringer Asset Management and a central part of our investment management process. Using these types of non-traditional assets can help boost returns and reduce volatility over time.
We follow a multi-step process for investment selection to ensure that we are implementing our ideas in the best manner. Investments that are selected for inclusion in our portfolios are constantly reviewed, and we are always looking for new and innovative ideas that better fit our investment themes.
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Why Invest With Us
- Stringer Asset Management's core portfolios provide three very visual, easy to understand solutions. Our clients can see where they fall in the spectrum of available options and the well-defined portfolio that fits their plan objectives.
- Investors want to know that during turbulent markets there is an effort to identify and take advantage of the opportunities that exist in every market, and allows for a tilt to a more environmentally relevant asset allocation regardless of what the general market is providing in terms of returns.
- Our clients demand a strategy that attempts to protect their assets during extreme market downturns. The Cash Indicator (CI) offers a well-defined methodology to get out of the way during outlier events and back in when the markets begin to normalize. Importantly, the CI takes the emotion out of the decision making process.
Studies suggest that investors tend to fall short of achieving the opportunities and returns presented by the financial markets according to industry group, DALBAR.
The impact of investment errors caused by the constant market noise, media-hype and uncertainty
of real world economic and market events may not be realized for years.