Company Name
Auxan Capital Advisors LLC

  • Address
  • 3259 E Sunshine St
  • Springfield
  • Missouri
  • 65804

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Investment portfolio

We use a multi-faceted approach. For this particular model, 35% is allocated to a Sector Rotation system (technical analysis based), another 35% to a Calendar system (based on sector seasonality), and the remaining 30% among index strategies that are managed using various types of data and analysis (earnings, inflation, price, linear regression, trend following, volatility, etc). We believe that using multiple strategies adds an important layer of diversification. Our primary aim isn’t necessarily to always outperform a benchmark, but rather to manage risk and achieve consistent returns in all types of markets.

Strategy
ETFs / Funds
Sharpe ratio
1.75 365 days
Performance
16.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

Portfolio commentary

  1. Profile Picture Trump reset November 14, 2016

    The stock market prices in the Trump policy shift

  2. Profile Picture Caffeinated returns September 07, 2016
  3. Profile Picture Russian stock rally? August 08, 2016
  4. Profile Picture Why Asia beckons investors July 11, 2016
  5. Profile Picture Staying defensive in a sideways market June 06, 2016
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Important Information

1. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.